Guide
Rollout Managers
Rollout Managers
  • 👋Welcome to Rollouter
  • Setup
    • Custom Fields
      • Creating a Custom Field
    • Checklists
      • Conditional Checklists
      • Persistent Checklists
      • Creating a Checklist
    • Workflows
      • Creating a Workflow
    • Inventories
      • Creating an Inventory
      • Creating Clients
      • Importing Clients
    • Client Links
      • Advanced Client Links
  • Working with Clients
    • Client Detail View
      • Default & Custom Fields
      • Checklists
      • Attachments
      • History
      • Moving Clients
    • Finding Clients
    • Tasks
    • Delivery Sheet
    • Linking Clients
    • Client Groups
  • Rollout View
    • Calendar
    • Client Dashboard
    • Collaborators
  • Rollout Planning
    • Roadmap & Burndown
    • Appointments
    • Client Assignment
    • Working Days
  • Integrations
    • ServiceNow
      • Preparing your ServiceNow instance
      • Connecting Rollouter to your ServiceNow instance
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Welcome to Rollouter

NextCustom Fields

Last updated 9 months ago

As a Rollout manager of your organization, your primary responsibility is to manage the Rollout projects you are assigned to. You are also able to create users, assign them to your Rollouts and give them roles and permissions.

Quick links

👋

Workflows

Group checklists into statuses.

Checklists

Define work steps for each client.

Custom Fields

Define attributes to hold client information.

Client Links

Define link types for connecting clients.

Creating a Checklist

Get familiar with the different step types.

Creating a Workflow

Learn how to define your Rollout process.

Assigning Custom Fields

Assign and group your attributes for the .

Client Groups

See how client groups are related to other features.

Creating Clients

Learn how to create or import your assets.

Client Detail View

All important information in one place.

Tasks

Track issues that occur during the Rollout.

Delivery Sheet

A digital delivery receipt.

Linking Clients

To highlight a relationship between your assets.

Calendar

Be informed about scheduled tasks.

Client Dashboard

Know what to work on - when.

Collaborators

See what your collegues are working on.

Roadmap

Schedule checklists or client groups.

Appointments

Define timespans for users to pick date & time.

Client Assignment

For automated changes of clients' assignees.