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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  • What is an Inventory?
  • Other features accessing Inventories
  1. Setup

Inventories

PreviousCreating a WorkflowNextCreating an Inventory

Last updated 7 months ago

What is an Inventory?

An Inventory is a collection of Clients. With the Workflow that needs to be assigned to each Inventory, they are defining the statuses and work steps for each Client inside of them.

Additionally, they are designing the Fields tab on the by having Custom Fields assigned to them.

Other features accessing Inventories

On the , you can add Inventories and define a schedule for them based on their Workflow:

The lets you define which of your team members should be assigned to a Client once it reaches a specific Workflow status:

When under Inventory -> Clients you can specify an Inventory:

Rollout Roadmap
Automatic Client Assignment
filtering Clients
The Inventories of your current Rollout will show up as filter options.