# Metadot Documentation — Full Content

> This file contains the complete documentation for the Metadot platform.
> It is designed to be consumed by LLMs and AI assistants.
> For a summary index, see /llms.txt

---

## Getting Started

Welcome to the Metadot documentation. This site covers all modules in the platform.

## Available Modules

- **CRM** — Manage contacts, companies, deals, and pipeline
- **Assets** — Track your asset inventory, checkouts, and locations
- **Projects** — Organize projects, tasks, and documents
- **Tickets** — Handle support tickets and canned responses
- **BookMe** — Booking calendars and guest scheduling
- **Inventory** — Manage inventory items, stock, and transactions
- **Suppliers** — Track suppliers and subscriptions
- **Knowledge** — Knowledge base articles
- **Changelog** — Public changelog for your product
- **Stackr** — Kanban boards and task management

---

## Assets

> Manage your asset inventory, checkouts, and locations
> URL: https://docs.metadot.net/docs/assets

Welcome to the Assets documentation. Manage your asset inventory, checkouts, and locations

## Features

- **Dashboard**
- **Assets**
- **Check Out / In**
- **Locations**
- **Contracts**
- **Reports**

### Assets
URL: https://docs.metadot.net/docs/assets/assets

The Assets feature is the core of your inventory management system, allowing you to create, track, and manage all your organization's physical assets in one centralized location. Whether you're managing laptops, equipment, furniture, or any other valuable items, this feature helps you maintain accurate records and streamline your asset lifecycle.

## How to Manage Your Assets

1. **Navigate to the Assets module** and click on the "Assets" tab to view your complete asset inventory.

2. **Add a new asset** by clicking the "Add Asset" or "+" button, then fill in the required details such as asset name, category, serial number, and purchase information.

3. **Set the asset location** by selecting from your predefined locations or creating a new one to track where each item is physically stored.

4. **Assign asset details** including condition, warranty information, and any custom fields relevant to your organization's tracking needs.

5. **Save the asset** to add it to your inventory database where it becomes available for checkout and tracking.

6. **Edit existing assets** by clicking on any asset from the list view to update information, change locations, or modify status.

## Tips

- **Use consistent naming conventions** for your assets to make searching and filtering more efficient across your inventory.

- **Regularly update asset locations** to maintain accurate tracking, especially after equipment moves or office relocations.

- **Leverage custom fields** to capture organization-specific information like department codes, project assignments, or maintenance schedules.

### Check Out / In
URL: https://docs.metadot.net/docs/assets/check-out-in

The Check Out / In feature helps you track which assets are currently assigned to team members and manage their return. This ensures accountability and helps you maintain accurate inventory records across your organization.

## Checking Out an Asset

1. Navigate to **Assets > Check Ins/Outs** in your workspace
2. Select the **Check Out** tab if not already active
3. Enter or scan the asset tag in the search field, or click the search icon to browse available assets
4. Once the asset is found, click **Continue** to proceed to person selection
5. Search for and select the person who will receive the asset
6. Choose the asset's current condition from the dropdown menu
7. Review the checkout details and click **Check Out** to complete the process

## Checking In an Asset

1. Select the **Check In** tab on the checkout page
2. Enter or scan the asset tag of the item being returned
3. Select the asset's condition upon return
4. Review the check-in details and click **Check In** to complete the return

## Tips

- **Use the barcode scanner** for faster asset identification instead of manually typing asset tags
- **Monitor the dashboard stats** at the top of the page to keep track of overdue items and assets due today
- **Check recent activity** in the sidebar to quickly reference recent checkouts and returns for context

### Locations
URL: https://docs.metadot.net/docs/assets/locations

The Locations feature in Metadot's Assets module helps you organize and track where your assets are physically located. By setting up a location hierarchy, you can quickly find equipment, manage checkouts more efficiently, and maintain better oversight of your inventory across different buildings, floors, rooms, or areas.

## How to Use Locations

1. **Access the Locations page** by navigating to Assets > Locations from your workspace dashboard.

2. **Review your current location structure** in the hierarchy view, which shows all locations organized by type and relationship.

3. **Add new locations** by clicking the appropriate button and filling in the location details like name, type, and parent location if creating a sub-location.

4. **Organize locations hierarchically** by setting parent-child relationships (for example: Building > Floor > Room > Specific Area).

5. **View location type counts** to see how many locations you have of each type, helping you understand your location distribution.

6. **Edit existing locations** by selecting them from the hierarchy and updating their information as needed.

## Tips

- **Start broad, then get specific**: Create your location hierarchy from largest to smallest (Campus > Building > Floor > Room) for the most logical organization.

- **Use consistent naming**: Adopt a standard naming convention for similar location types to make searching and filtering easier.

- **Review the type counts** regularly to ensure your location structure matches your actual physical space and asset distribution needs.

### Contracts
URL: https://docs.metadot.net/docs/assets/contracts

The Contracts feature in the Assets module helps you manage all your vendor contracts, track their costs, and monitor expiration dates. This centralized view ensures you never miss important contract renewals and can effectively manage your organization's spending.

## How to Manage Contracts

1. **Access the Contracts page** by navigating to Assets → Contracts Management from your workspace sidebar.

2. **View your contract overview** using the summary tiles at the top, which display:
   - Total active contracts
   - Annual spend across all contracts
   - Number of contracts expiring within 30 days

3. **Review your contracts list** in the main table, where you can see each contract's name, vendor, type, expiration date, cost, and associated asset count.

4. **Add a new contract** by clicking the "Add Contract" button (Plus icon) in the top-right corner.

5. **View contract details** by clicking on any contract name in the table, which will take you to the detailed contract page.

6. **Monitor expiring contracts** by looking for red-highlighted expiration dates in the "Expires" column—these indicate contracts ending within 30 days.

## Tips

- **Set up regular reviews** of contracts expiring soon to avoid service interruptions or automatic renewals you don't want.

- **Use the cost column** to identify your highest-value contracts and prioritize them for renewal negotiations.

- **Track asset associations** by noting the asset count column to understand which contracts impact the most equipment.

### Reports
URL: https://docs.metadot.net/docs/assets/reports

The Reports feature gives you powerful insights into your asset inventory through pre-built reports that help with compliance, audits, and strategic planning. Whether you need to track checkout trends, analyze financial data, or identify distribution patterns, these reports provide the data you need in exportable formats.

## How to Generate Reports

1. **Navigate to Reports** - Go to Assets > Reports from your workspace navigation menu.

2. **Choose your report type** - Select from six available report categories:
   - **Inventory Report** - Complete asset listing with status, location, and values
   - **Checkout Report** - Currently checked out items and overdue analysis
   - **Financial Audit** - Cost tracking, depreciation, and compliance data
   - **Contract Report** - Vendor contracts, expirations, and spending analysis
   - **Loss & Damage** - Reports on lost, damaged, or retired assets
   - **Asset Distribution** - Breakdowns by category, location, status, and model

3. **Click on any report card** to open the detailed view and access filtering options.

4. **Export your data** - Use the export functionality within each report to download data for external analysis or compliance documentation.

## Tips

- **Schedule regular reports** for compliance requirements by bookmarking frequently used report URLs for quick access.
- **Combine multiple reports** to get comprehensive insights - for example, use Distribution and Financial reports together for budget planning.
- **Export data regularly** to maintain historical records and track trends over time.

### Assets Roles & Permissions
URL: https://docs.metadot.net/docs/assets/roles-permissions

Assets has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to all features | `view_dashboard`, `manage_assets`, `checkout_assets`, `approve_checkouts`, `manage_inventory`, `view_reports`, `manage_contracts`, `manage_tags`, `view_audit_logs` |
| **Asset Manager** | Can manage assets, create checkouts | `view_dashboard`, `manage_assets`, `checkout_assets`, `approve_checkouts`, `manage_inventory`, `manage_tags`, `view_reports` |
| **Checkout Approver** | Can approve asset checkouts | `view_dashboard`, `checkout_assets`, `approve_checkouts` |
| **Inventory Clerk** | Can manage inventory and track assets | `view_dashboard`, `manage_inventory`, `view_reports` |
| **Manager** | Can manage team and resources | `view_dashboard`, `manage_assets`, `checkout_assets`, `manage_inventory`, `view_reports` |
| **Member** | Can create and collaborate | `view_dashboard`, `checkout_assets`, `view_reports` |
| **Viewer** | Read-only access | `view_dashboard`, `view_reports` |

---

## CRM (alpha)

> Customer relationship management, opportunities, and pipelines
> URL: https://docs.metadot.net/docs/crm

Welcome to the CRM documentation. Customer relationship management, opportunities, and pipelines

## Features

- **Opportunities**
- **My Opportunities**
- **Activities**
- **Contacts**
- **Companies**
- **Mailers**
- **Starred**
- **Dashboard**
- **Forms**

### Opportunities
URL: https://docs.metadot.net/docs/crm/opportunities

The Opportunities feature in Metadot's CRM module helps you track potential sales deals from initial contact through closing. By managing opportunities effectively, you can forecast revenue, prioritize your sales efforts, and ensure no promising leads slip through the cracks.

## How to Create and Manage Opportunities

1. **Navigate to the CRM module** and select "Opportunities" from the main menu.

2. **Click "New Opportunity"** to create a new sales opportunity.

3. **Fill in the basic details** including opportunity name, associated contact or company, and expected close date.

4. **Set the opportunity value** and select the appropriate sales stage from your pipeline (such as "Prospecting," "Qualification," or "Proposal").

5. **Add relevant notes** about the opportunity, including key discussion points, customer needs, or next steps.

6. **Assign the opportunity** to the appropriate sales team member if you're not handling it yourself.

7. **Save the opportunity** to add it to your pipeline.

8. **Update the opportunity regularly** by changing the stage, adjusting the value, or adding new notes as the deal progresses.

## Tips

- **Review your opportunities weekly** to keep stage updates current and identify deals that need immediate attention.
- **Use consistent naming conventions** for opportunities to make searching and reporting easier.
- **Set realistic close dates** and update them as circumstances change to maintain accurate sales forecasts.

### My Opportunities
URL: https://docs.metadot.net/docs/crm/my-opportunities

The "My Opportunities" feature in Metadot's CRM module gives you a centralized view of all the sales opportunities assigned to you. This powerful tool helps you track potential deals, monitor their progress through your sales pipeline, and prioritize your efforts to maximize conversions and revenue.

## How to Use My Opportunities

1. **Access your opportunities** by navigating to the CRM module and selecting "My Opportunities" from the sidebar menu.

2. **Review your opportunity list** to see all deals currently assigned to you, including key details like company name, deal value, and current stage.

3. **Filter and sort opportunities** using the available controls to focus on specific criteria such as deal stage, value range, or expected close date.

4. **Click on any opportunity** to open its detailed view where you can review contact information, deal history, and notes.

5. **Update opportunity status** by changing the pipeline stage, editing the deal value, or adjusting the expected close date as negotiations progress.

6. **Add notes and activities** to document your interactions, meeting outcomes, and next steps for each opportunity.

7. **Use bulk actions** to quickly update multiple opportunities at once when needed.

## Tips

- Set up custom filters to create focused views like "Hot Prospects" or "Closing This Month" for better prioritization
- Regularly update opportunity stages and values to maintain accurate pipeline forecasting
- Use the notes section consistently to track communication history and maintain context when following up with prospects

### Activities
URL: https://docs.metadot.net/docs/crm/activities

The Activities feature in Metadot's CRM module helps you track and manage all your customer-related tasks, follow-ups, and interactions in one centralized location. By organizing your activities with due dates, types, and statuses, you can stay on top of your sales pipeline and never miss important customer touchpoints.

## How to Manage Your CRM Activities

1. **Navigate to Activities** - Go to the CRM module and select "My Activities" to view your personal activity list.

2. **Filter your activities** - Use the filter options to view specific activity sets:
   - **Due date filters**: Todo, Overdue, Due Today, Due Tomorrow, Due This Week, Due Next Week
   - **Status filters**: Not Started, In Progress, Done, Closed
   - **Type filter**: Filter by specific activity types configured in your workspace

3. **Sort your list** - Click column headers to sort activities by Subject, Type, Due Date, or Created Date. Toggle between ascending and descending order as needed.

4. **Review activity details** - Each activity displays its subject, type (with icon), due date, and current status to help you prioritize your work.

5. **Navigate between pages** - Use the pagination controls to browse through larger activity lists.

## Tips

- **Use due date filters** to focus on immediate priorities like "Due Today" or "Overdue" activities first thing each morning.
- **Combine filters** by selecting both an activity type and status filter to create highly targeted views of your work.
- **Sort by due date** when working with time-sensitive filters to tackle the most urgent items first.

### Contacts
URL: https://docs.metadot.net/docs/crm/contacts

The Contacts feature in Metadot's CRM module is your centralized hub for managing customer and prospect information. This powerful tool helps you organize contact details, track relationship types, and maintain clean data to fuel your sales pipeline and marketing efforts.

## How to Manage Your Contacts

1. **Access the Contacts page** by navigating to CRM > Contacts from your workspace sidebar.

2. **Add new contacts** by clicking the "+" button in the top-right corner. Fill in the contact form with details like name, email, phone, and contact type (Lead, Customer, Partner, etc.).

3. **Search and filter your contacts** using the search bar or filter options. You can filter by contact type, company affiliation, or tags to quickly find specific contacts.

4. **Sort your contact list** by clicking column headers or using the sort dropdown. Choose from options like name, email, type, or creation date in ascending or descending order.

5. **Manage contacts in bulk** by selecting multiple contacts using the checkboxes. You can then update contact types, add tags, delete contacts, or add them to mailing lists.

6. **View contact statistics** at the bottom of the page to see data quality metrics like unique email percentages and missing phone numbers.

## Tips

- **Keep data clean** by regularly reviewing the statistics panel to identify and fill missing information
- **Use tags strategically** to categorize contacts beyond basic types for better segmentation
- **Leverage bulk actions** when updating multiple contacts to save time on routine data management

### Companies
URL: https://docs.metadot.net/docs/crm/companies

The Companies feature in Metadot's CRM module is your central hub for managing all business relationships and prospects. This is where you'll store company information, track interactions, and build your sales pipeline with organized company data.

## Managing Your Companies

1. **Access the Companies section** by navigating to CRM > Companies from your workspace dashboard.

2. **Add a new company** by clicking the "+" (Plus) button in the top toolbar. Fill in the company details including name, domain, industry, size, phone, and email in the dialog that appears.

3. **Search and filter companies** using the search bar at the top. You can search by company name, domain, or other details to quickly find specific companies.

4. **Sort your company list** by clicking the sort dropdown and selecting from options like Name, Industry, Domain, or Created date. Toggle between ascending and descending order using the arrow icons.

5. **Select multiple companies** using the checkboxes to perform bulk actions like deleting multiple entries at once.

6. **View company details** by clicking on any company name in the list to access their full profile page with detailed information and interaction history.

## Tips

- Use consistent naming conventions for industries to make filtering and reporting more effective.
- Regular cleanup of duplicate or outdated company records keeps your CRM data accurate and actionable.
- Import companies in bulk using the upload feature when migrating from other systems or adding large lists.

### Mailers
URL: https://docs.metadot.net/docs/crm/mailers

The Mailers feature in Metadot's CRM module helps you create, manage, and track email campaigns for your sales and marketing efforts. Use this tool to send targeted communications to prospects and customers while monitoring delivery status and performance.

## How to Manage Email Mailers

1. **Access the Mailers section** by navigating to CRM > Mailers in your workspace.

2. **Create a new mailer** by clicking the "+" (Plus) button in the top-right corner of the page.

3. **Filter your mailers** using the search bar to find specific campaigns by name, or use the status dropdown to view mailers by their current state (Draft, Pending, Sending, Sent, or Cancelled).

4. **Sort your mailer list** by clicking column headers like Name, Status, Scheduled Date, Sent Date, or Created Date to organize your campaigns.

5. **Manage individual mailers** by clicking the three-dot menu (⋯) next to any mailer to access options like Edit or Delete.

6. **Monitor mailer status** through color-coded badges that show whether your campaign is in draft, pending, actively sending, completed, or cancelled.

7. **Navigate through multiple pages** using the pagination controls if you have more than 20 mailers.

## Tips

- **Use descriptive names** for your mailers to easily identify campaigns later when reviewing performance or creating similar outreach.

- **Filter by status** to quickly focus on active campaigns that need attention or review completed sends for follow-up opportunities.

- **Check scheduled dates** regularly to ensure your email campaigns align with your sales pipeline timing and marketing calendar.

### Starred
URL: https://docs.metadot.net/docs/crm/starred

The Starred feature in Metadot's CRM module helps you quickly access your most important contacts, companies, and opportunities. By starring items, you create a personalized shortcut list that saves time when navigating between frequently referenced records.

## How to View Your Starred Items

1. Navigate to the CRM module in your workspace
2. Click on **Starred** in the sidebar or menu
3. Browse your starred items, which are organized with clear icons for each type:
   - **Users icon** for contacts
   - **Building icon** for companies  
   - **HandCoins icon** for opportunities
4. Click on any starred item to open its detailed record
5. Review the subtitle information for quick context:
   - Contacts show company name, email, or contact type
   - Companies display industry or domain
   - Opportunities show pipeline stage and deal value

## Tips

- **Star strategically**: Focus on starring your most active deals, key contacts, and priority companies rather than everything you come across.

- **Regular cleanup**: Periodically review your starred items and unstar completed opportunities or inactive contacts to keep your list relevant and manageable.

- **Quick navigation**: Use the Starred page as your CRM homepage to instantly access your most important records without searching through long lists.

### Forms
URL: https://docs.metadot.net/docs/crm/forms

The Forms feature in your CRM module lets you create and manage data collection forms that integrate directly with your customer relationship management system. This is essential for capturing leads, gathering customer information, and streamlining your contact management process.

## How to Access and Manage CRM Forms

1. **Navigate to Forms**: From your CRM dashboard, click on the "Forms" section in the navigation menu.

2. **View existing forms**: You'll see a list of all forms currently set up for your CRM module, displaying their status and basic information.

3. **Create a new form**: Click the "Create Form" or "New Form" button to start building a custom form for lead capture or contact management.

4. **Configure form settings**: Set up your form fields, validation rules, and integration settings to ensure captured data flows properly into your CRM contacts and opportunities.

5. **Deploy your form**: Once configured, you can embed the form on your website, share it via direct links, or use it in your marketing campaigns.

6. **Monitor submissions**: Return to the Forms list to track submissions and see how your forms are performing in generating new contacts and opportunities.

## Tips

- **Start simple**: Begin with basic contact information fields (name, email, phone) before adding complex custom fields.
- **Test thoroughly**: Always test your forms before deploying them to ensure data flows correctly into your CRM contacts.
- **Regular review**: Periodically review form performance and submission data to optimize your lead capture strategy.

### CRM Roles & Permissions
URL: https://docs.metadot.net/docs/crm/roles-permissions

CRM has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to all features | `view_dashboard`, `manage_contacts`, `manage_companies`, `manage_opportunities`, `manage_pipeline`, `view_team_data`, `manage_team`, `manage_activities`, `manage_mailers`, `manage_contact_lists`, `manage_tags` |
| **Sales Manager** | Can manage team and sales pipeline | `view_dashboard`, `manage_contacts`, `manage_companies`, `manage_opportunities`, `manage_pipeline`, `view_team_data`, `manage_activities`, `manage_mailers`, `manage_contact_lists`, `manage_tags` |
| **Salesperson** | Can manage own opportunities and contacts | `view_dashboard`, `manage_contacts`, `manage_opportunities`, `manage_activities` |
| **Manager** | Can manage team and resources | `view_dashboard`, `manage_contacts`, `manage_companies`, `manage_opportunities`, `manage_pipeline`, `view_team_data`, `manage_tags` |
| **Member** | Can create and collaborate | `view_dashboard`, `manage_contacts`, `manage_opportunities` |
| **Viewer** | Read-only access | `view_dashboard` |

---

## Inventory (alpha)

> Track inventory items, stock levels, and transactions across locations
> URL: https://docs.metadot.net/docs/inventory

Welcome to the Inventory documentation. Track inventory items, stock levels, and transactions across locations

## Features

- **Dashboard**
- **Items**
- **Transactions**
- **Categories**
- **Locations**

### Items
URL: https://docs.metadot.net/docs/inventory/items

The Items feature in Metadot's Inventory module is your central hub for managing all products and materials in your inventory system. This feature allows you to create, organize, and track individual inventory items with detailed information like SKUs, descriptions, categories, and stock levels across multiple locations.

## How to Manage Inventory Items

1. **Navigate to the Items section** within the Inventory module from your main dashboard.

2. **Add a new item** by clicking the "Add Item" or "+" button in the top-right corner.

3. **Fill in the item details** including:
   - Item name and description
   - SKU or product code
   - Category and subcategory
   - Unit of measure (pieces, pounds, liters, etc.)
   - Reorder point and maximum stock levels

4. **Set up location-specific information** by selecting which warehouses or locations will stock this item.

5. **Configure pricing and cost data** if your role includes access to financial information.

6. **Save the item** to add it to your inventory database.

7. **Edit existing items** by clicking on any item in the list view and updating the necessary fields.

## Tips

- Use consistent naming conventions for items to make searching and filtering easier across your team.
- Set realistic reorder points to avoid stockouts while preventing excess inventory buildup.
- Regularly review and update item categories to keep your inventory organized as your business grows.

### Transactions
URL: https://docs.metadot.net/docs/inventory/transactions

The Transactions feature in Metadot's Inventory module helps you track all inventory movements, including stock receipts, transfers between locations, adjustments, and sales. This creates a complete audit trail of your inventory changes, making it easy to understand stock level fluctuations and maintain accurate records.

## How to View and Manage Inventory Transactions

1. Navigate to **Inventory > Transactions** from the main menu
2. Use the date range filter to view transactions for a specific period
3. Apply additional filters by location, transaction type, or inventory item if needed
4. Click on any transaction row to view detailed information including:
   - Item details and quantities
   - Source and destination locations
   - Transaction date and time
   - User who performed the transaction
5. To create a new transaction, click **Add Transaction** and select the transaction type
6. Fill in the required fields including item, quantity, and location details
7. Add notes or reference numbers for better record-keeping
8. Click **Save** to record the transaction and update your inventory levels

## Tips

- **Regular monitoring**: Review your transaction history weekly to spot unusual patterns or discrepancies in stock movements.
- **Use reference numbers**: Always include purchase order numbers, invoice numbers, or other references when recording transactions for easier tracking.
- **Filter strategically**: Use location and item filters when investigating specific stock issues to quickly find relevant transactions.

### Categories
URL: https://docs.metadot.net/docs/inventory/categories

Categories help you organize your inventory items into logical groups, making it easier to find products, generate reports, and maintain your stock. By creating a structured category system, you can quickly filter items and gain better insights into your inventory performance.

## How to Manage Categories

1. **Navigate to Categories** - Go to the Inventory module and select "Categories" from the menu.

2. **Create a new category** - Click the "+" (Plus) button to open the category dialog. Enter a name for your category and optionally add a description to provide more context about what items belong in this group.

3. **Save your category** - Click the save button to create the category. The system will validate that you've entered a name before saving.

4. **Edit existing categories** - Click the pencil icon next to any category to modify its name or description. Make your changes and save to update the category.

5. **Delete categories** - Click the trash icon next to a category to remove it. You'll see a confirmation dialog to prevent accidental deletions.

6. **Monitor category usage** - Each category displays the number of items it contains and total quantity, helping you understand which categories are most active.

## Tips

- **Use descriptive names** that clearly identify what products belong in each category, like "Electronics" or "Office Supplies."
- **Add descriptions** to provide guidelines for team members about what items should be categorized together.
- **Review regularly** to ensure your category structure still matches your inventory needs as your business grows.

### Locations
URL: https://docs.metadot.net/docs/inventory/locations

The Locations feature helps you organize and manage where your inventory items are stored across different physical or logical locations. This hierarchical system lets you track stock levels at specific warehouses, rooms, shelves, or any custom location structure that fits your business needs.

## How to Manage Inventory Locations

1. **Navigate to the Locations page** by going to the Inventory module and selecting "Locations" from the menu.

2. **View your location hierarchy** to see how your existing locations are organized. The system displays locations in a tree structure, making it easy to understand parent-child relationships.

3. **Review location types** using the type counts summary to understand how many locations you have of each category (warehouses, rooms, bins, etc.).

4. **Add new locations** by clicking the appropriate button and filling in the location details, including name, type, and parent location if applicable.

5. **Edit existing locations** by selecting a location from the hierarchy and updating its properties as needed.

6. **Organize your structure** by moving locations within the hierarchy to reflect changes in your physical storage setup.

## Tips

- **Start with broad categories** like warehouses or buildings, then add specific areas like rooms or shelf numbers underneath.
- **Use consistent naming conventions** to make locations easy to find and understand across your team.
- **Regularly review unused locations** and archive them to keep your location list clean and manageable.

### Inventory Roles & Permissions
URL: https://docs.metadot.net/docs/inventory/roles-permissions

Inventory has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to all inventory features | `create`, `read`, `update`, `delete`, `create`, `read`, `create`, `read`, `update`, `delete`, `read` |
| **Warehouse Manager** | Can manage items, transactions, and stock levels | `create`, `read`, `update`, `create`, `read`, `read` |
| **Warehouse Staff** | Can create transactions and view items | `read`, `create`, `read` |
| **Manager** | Can manage team and resources | `create`, `read`, `update`, `delete`, `create`, `read`, `create`, `read`, `update`, `delete`, `read` |
| **Member** | Can view inventory and create transactions | `read`, `create`, `read` |
| **Viewer** | Read-only access | `read`, `read`, `read` |

---

## Projects (beta)

> Track projects, tasks, and milestones
> URL: https://docs.metadot.net/docs/projects

Welcome to the Projects documentation. Track projects, tasks, and milestones

## Features

- **Projects**
- **Tasks Overview**
- **Dashboard**

### Projects
URL: https://docs.metadot.net/docs/projects/projects

The Projects feature is the heart of your Metadot workspace, allowing you to organize and track your work from start to finish. Whether you're managing a simple task list or a complex multi-phase initiative, this feature helps you stay organized and monitor progress across all your projects.

## How to Create and Manage Projects

1. **Create a new project** by clicking the "New Project" button on your Projects dashboard
2. **Fill in the project details** including project name, description, start date, and expected completion date
3. **Set project status** (Draft, Active, On Hold, or Completed) to indicate current progress
4. **Add team members** by selecting from your organization's user list or inviting new collaborators
5. **Define project milestones** by clicking "Add Milestone" and setting key deadlines and deliverables
6. **Create tasks** within your project by using the "Add Task" button and assigning them to team members
7. **Track progress** using the project dashboard, which displays completion percentages and upcoming deadlines
8. **Update project status** regularly by editing project details or marking milestones as complete

## Tips

- Use descriptive project names and detailed descriptions to help team members understand objectives quickly
- Set realistic milestone dates and build in buffer time for unexpected delays
- Review your project dashboard weekly to identify bottlenecks and keep everything on track

### Tasks Overview
URL: https://docs.metadot.net/docs/projects/tasks-overview

The Tasks Overview feature gives you a comprehensive view of all tasks within your project, helping you monitor progress, identify bottlenecks, and keep your team aligned. This centralized dashboard is essential for maintaining project momentum and ensuring nothing falls through the cracks.

## How to Use Tasks Overview

1. Navigate to your project and select the **Tasks Overview** tab from the main menu
2. Review the task summary cards at the top showing total tasks, completed tasks, and overdue items
3. Use the filter options to view tasks by status (To Do, In Progress, Completed), assignee, or due date
4. Click on any task title to view detailed information and make updates
5. Sort tasks by priority, due date, or assignee using the column headers
6. Track overall project progress using the visual progress bar
7. Export your task data using the **Export** button if you need to share updates with stakeholders

## Tips

**Use filters strategically** to focus on what matters most right now. Filter by "overdue" tasks first thing Monday morning, or view tasks assigned to specific team members during one-on-ones.

**Check the overview regularly** to spot patterns. If you consistently see tasks piling up with certain assignees, it might indicate a capacity issue that needs addressing.

**Leverage the progress visualization** during team meetings to celebrate wins and identify areas where the project might be falling behind schedule.

### Projects Roles & Permissions
URL: https://docs.metadot.net/docs/projects/roles-permissions

Projects has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to all features | `view_dashboard`, `manage_projects`, `manage_tasks`, `view_team_data` |
| **Project Manager** | Can manage projects and team | `view_dashboard`, `manage_projects`, `manage_tasks`, `view_team_data` |
| **Contributor** | Can contribute to projects | `view_dashboard`, `manage_tasks` |
| **Manager** | Can manage team and resources | `view_dashboard`, `manage_projects`, `manage_tasks`, `view_team_data` |
| **Member** | Can create and collaborate | `view_dashboard`, `manage_projects`, `manage_tasks` |
| **Viewer** | Read-only access | `view_dashboard` |

---

## Tickets (beta)

> Handle support tickets and issue tracking
> URL: https://docs.metadot.net/docs/tickets

Welcome to the Tickets documentation. Handle support tickets and issue tracking

## Features

- **Tickets**
- **Dashboard**
- **Reports**
- **Forms**

### Tickets
URL: https://docs.metadot.net/docs/tickets/tickets

The Tickets feature is the core of your customer support operations in Metadot. It allows you to create, track, and manage support requests from customers, ensuring no issue goes unresolved and maintaining clear communication throughout the resolution process.

## How to Create and Manage Support Tickets

1. **Create a new ticket** by clicking the "New Ticket" or "+" button in the Tickets module
2. **Fill in the ticket details:**
   - Enter the customer's name and contact information
   - Add a clear, descriptive subject line
   - Write a detailed description of the issue or request
   - Set the priority level (Low, Medium, High, or Urgent)
   - Assign the ticket to a team member or department
3. **Save the ticket** to add it to your active tickets queue
4. **Track progress** by updating the ticket status as you work (Open, In Progress, Pending, Resolved)
5. **Add internal notes** to document troubleshooting steps or communications
6. **Communicate with customers** by adding public comments that they can see
7. **Close the ticket** once the issue is fully resolved

## Tips

- Use clear, specific subject lines to make tickets easier to search and categorize later
- Set up automated notifications to alert team members when they're assigned new tickets
- Regularly review and prioritize your ticket queue to ensure urgent issues are handled first

### Reports
URL: https://docs.metadot.net/docs/tickets/reports

The Reports feature in the Tickets module provides comprehensive analytics and insights into your support ticket performance. This powerful dashboard helps you track key metrics, identify trends, and optimize your team's efficiency to deliver better customer support.

## How to Access and Use Ticket Reports

1. **Navigate to the Reports page** by going to the Tickets module and selecting "Reports" from the navigation menu.

2. **Select your time range** using the dropdown selector at the top of the page. You can choose from predefined ranges or view all-time data by selecting the "All" option.

3. **Review key metrics** displayed in the stat cards at the top:
   - Total tickets processed
   - Resolution rate percentage
   - Average resolution time
   - Average first response time

4. **Analyze performance charts** to understand patterns:
   - Status breakdown (pie chart showing ticket distribution)
   - Priority breakdown (visual representation of ticket urgency)
   - Channel breakdown (tickets by source: email, web, API)
   - Volume trends over time

5. **Check agent performance** in the dedicated section to see individual team member statistics including total tickets handled and resolution rates.

6. **Monitor aging tickets** in the bottom section to identify tickets that may need immediate attention based on how long they've been open.

## Tips

- **Set regular review schedules** - Check reports weekly to spot trends early and adjust team priorities accordingly.
- **Focus on aging tickets** - Use the aging tickets section to prevent customer satisfaction issues by addressing old, unresolved tickets.
- **Compare time periods** - Switch between different date ranges to identify seasonal patterns or measure improvement after process changes.

### Forms
URL: https://docs.metadot.net/docs/tickets/forms

The Forms feature in the Tickets module allows you to create and manage custom forms for collecting structured information when users submit support tickets. This helps standardize ticket intake, gather relevant details upfront, and streamline your support workflow.

## How to Access and Manage Ticket Forms

1. Navigate to the **Tickets** module in your Metadot workspace
2. Click on **Forms** in the navigation menu
3. You'll see a list of all existing forms for the Tickets module
4. To create a new form, click the **Create Form** button
5. Configure your form fields based on the type of support requests you handle
6. Set any required fields, validation rules, and field types as needed
7. Save your form to make it available for ticket submission
8. Use the forms list to edit, duplicate, or delete existing forms as your requirements change

## Tips

**Organize by ticket type**: Create separate forms for different categories like bug reports, feature requests, and general inquiries. This ensures you collect the most relevant information for each type of issue.

**Keep it focused**: Include only essential fields in your forms. Too many fields can discourage users from submitting tickets, while too few may leave you without crucial troubleshooting information.

**Test regularly**: Periodically review and update your forms based on the quality of information you're receiving and feedback from your support team.

### Tickets Roles & Permissions
URL: https://docs.metadot.net/docs/tickets/roles-permissions

Tickets has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to all features | `view_dashboard`, `manage_tickets`, `manage_tags`, `view_team_data` |
| **Support Manager** | Can manage support team and queue | `view_dashboard`, `manage_tickets`, `manage_tags`, `view_team_data` |
| **Support Agent** | Can manage assigned tickets | `view_dashboard`, `manage_tickets` |
| **Manager** | Can manage team and resources | `view_dashboard`, `manage_tickets`, `manage_tags`, `view_team_data` |
| **Member** | Can create and collaborate | `view_dashboard`, `manage_tickets` |
| **Viewer** | Read-only access | `view_dashboard` |

---

## Suppliers (new)

> Manage suppliers, subscriptions, and recurring costs
> URL: https://docs.metadot.net/docs/suppliers

Welcome to the Suppliers documentation. Manage suppliers, subscriptions, and recurring costs

## Features

- **Dashboard**
- **Suppliers**
- **Subscriptions**

### Suppliers
URL: https://docs.metadot.net/docs/suppliers/suppliers

The Suppliers feature is the foundation of your supplier management system in Metadot. Here you can add, organize, and maintain detailed information about all your business suppliers in one centralized location. This helps you track relationships, contact details, and essential supplier data that feeds into your subscription and cost management workflows.

## How to Manage Suppliers

1. **Access the Suppliers module** from your main navigation menu and click on "Suppliers"

2. **Add a new supplier** by clicking the "Add Supplier" or "+" button

3. **Fill in the supplier details** including:
   - Company name and contact information
   - Primary contact person and their details
   - Address and billing information
   - Any relevant notes or categories

4. **Save the supplier** by clicking "Save" or "Create Supplier"

5. **Edit existing suppliers** by clicking on a supplier name from the list and updating any fields as needed

6. **Use the search and filter options** to quickly find specific suppliers when your list grows

## Tips

- **Keep contact information current** by regularly reviewing and updating supplier details, especially contact persons who may change roles
- **Use consistent naming conventions** for supplier entries to make searching and filtering more effective
- **Add detailed notes** about each supplier's specialties, preferred communication methods, or contract terms for quick reference

### Subscriptions
URL: https://docs.metadot.net/docs/suppliers/subscriptions

The Subscriptions feature in the Suppliers module helps you track and manage all your recurring service costs from various suppliers. This centralized view ensures you never miss a renewal, can budget accurately, and maintain control over your ongoing expenses.

## How to Manage Supplier Subscriptions

1. **Navigate to the Suppliers module** and select the "Subscriptions" tab from the main menu.

2. **Add a new subscription** by clicking the "Add Subscription" button and filling in the required details:
   - Supplier name
   - Service or product description
   - Billing cycle (monthly, quarterly, annually)
   - Cost amount
   - Start date and renewal date

3. **Set up renewal notifications** by enabling alerts for upcoming renewals. Choose how far in advance you want to be notified (e.g., 30 days, 7 days).

4. **Track subscription status** by reviewing the dashboard view, which shows active, expiring, and overdue subscriptions at a glance.

5. **Update subscription details** as needed by selecting any subscription from the list and modifying the information or marking it as cancelled.

## Tips

- **Set multiple reminder alerts** for critical subscriptions to ensure you have time to evaluate renewals or negotiate better terms.

- **Use tags or categories** to group subscriptions by department or service type for easier budget allocation and reporting.

- **Review your subscription list monthly** to identify unused services and potential cost savings opportunities.

### Suppliers Roles & Permissions
URL: https://docs.metadot.net/docs/suppliers/roles-permissions

Suppliers has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to all supplier features | `view_dashboard`, `manage_suppliers`, `manage_subscriptions`, `manage_categories`, `view_reports` |
| **Procurement Manager** | Can manage suppliers and subscriptions | `view_dashboard`, `manage_suppliers`, `manage_subscriptions`, `view_reports` |
| **Manager** | Can manage team and resources | `view_dashboard`, `manage_suppliers`, `manage_subscriptions`, `manage_categories`, `view_reports` |
| **Member** | Can view and create suppliers | `view_dashboard`, `manage_suppliers`, `manage_subscriptions` |
| **Viewer** | Read-only access | `view_dashboard` |

---

## Knowledge base (alpha)

> Articles and knowledge base with public links
> URL: https://docs.metadot.net/docs/knowledge

Welcome to the Knowledge base documentation. Articles and knowledge base with public links

## Features

- **Articles**

### Articles
URL: https://docs.metadot.net/docs/knowledge/articles

The Articles feature in Metadot's Knowledge Base module lets you create, organize, and share informational content with your team and customers. You can publish articles with public links, making it easy to distribute knowledge both internally and externally.

## How to Create and Manage Articles

1. **Navigate to the Knowledge Base module** and select "Articles" from the main menu.

2. **Click "Create Article"** to start writing your new content piece.

3. **Add your article title** in the title field at the top of the editor.

4. **Write your content** using the rich text editor. You can format text, add headers, lists, and links as needed.

5. **Organize your article** by assigning it to relevant categories or tags if available.

6. **Set visibility preferences** by choosing whether the article should be public or private.

7. **Save your draft** to continue editing later, or **publish immediately** to make it live.

8. **Generate a public link** by clicking the "Share" or "Get Link" button once published.

9. **Copy and distribute the link** to share your article with intended audiences.

## Tips

- **Use clear, descriptive titles** that help readers quickly understand what your article covers.
- **Structure content with headers and bullet points** to improve readability and scanning.
- **Test your public links** before sharing to ensure they work correctly for external users.

### Knowledge base Roles & Permissions
URL: https://docs.metadot.net/docs/knowledge/roles-permissions

Knowledge base has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to all features | `manage_articles`, `publish`, `manage_settings` |
| **Editor** | Can create and edit articles | `manage_articles`, `publish` |
| **Author** | Can create and edit own articles | `manage_articles` |
| **Viewer** | Read-only access | `view_articles` |

---

## BookMe (alpha)

> Booking calendars and booker scheduling
> URL: https://docs.metadot.net/docs/bookme

Welcome to the BookMe documentation. Booking calendars and booker scheduling

## Features

- **Pages**
- **Bookings**

### Pages
URL: https://docs.metadot.net/docs/bookme/pages

The Pages feature in BookMe allows you to create and customize dedicated booking pages for your services. These pages serve as the public-facing interface where your clients can view your availability and schedule appointments, making it essential for converting visitors into booked appointments.

## How to Create and Manage Booking Pages

1. Navigate to the **BookMe** module and select **Pages** from the sidebar menu.

2. Click the **Create New Page** button to start building your booking page.

3. Enter a **Page Title** that clearly describes your service (e.g., "30-Minute Consultation" or "Hair Styling Session").

4. Add a **Page Description** to explain what clients can expect from this booking type.

5. Configure your **Availability Settings** by selecting which calendars and time slots should be available on this page.

6. Customize the **Booking Form** by adding required fields like name, email, phone number, and any service-specific questions.

7. Set your **Page URL** to create a memorable link you can share with clients.

8. Preview your page using the **Preview** button to see how it will appear to visitors.

9. Click **Save and Publish** to make your booking page live.

## Tips

- Keep your page descriptions clear and benefit-focused to encourage bookings
- Use descriptive URLs that match your service names for better SEO
- Test your booking flow regularly to ensure a smooth client experience

### Bookings
URL: https://docs.metadot.net/docs/bookme/bookings

The Bookings feature in your BookMe module serves as your central command center for managing all scheduled meetings across your booking calendars. Here you can view, filter, and manage both upcoming and past appointments in one unified dashboard.

## How to View and Manage Your Bookings

1. **Navigate to the Bookings page** from your BookMe module to see all meetings across your booking calendars.

2. **Switch between tabs** to view "Upcoming" bookings (scheduled meetings) or "Past" bookings (completed, cancelled, or no-show appointments).

3. **Use the calendar filter dropdown** to narrow down bookings to a specific booking calendar if you have multiple calendars set up.

4. **Click on any booking row** to open the detailed booking modal where you can view attendee information, custom question responses, and meeting details.

5. **Mark no-shows when appropriate** by clicking the no-show action for meetings that have ended but attendees didn't arrive. This option is only available for a limited time after the meeting ends.

6. **Access quick actions** like viewing the original booking page or checking calendar integration details directly from each booking entry.

## Tips

- **Use the ribbon colors** - Each booking displays a colored badge showing which booking calendar it belongs to, making it easy to distinguish between different types of meetings.
- **Check meeting status indicators** - Look for "Starting Soon" and "Ongoing" badges to quickly identify meetings that need your immediate attention.
- **Review custom responses** - Click into booking details to see how attendees answered your custom questions, helping you prepare for meetings.

### BookMe Roles & Permissions
URL: https://docs.metadot.net/docs/bookme/roles-permissions

BookMe has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to all BookMe features | `view_dashboard`, `manage_calendars`, `view_bookings`, `manage_bookings` |
| **Member** | Can manage calendars and view bookings | `view_dashboard`, `manage_calendars`, `view_bookings`, `manage_bookings` |
| **Viewer** | Read-only access | `view_dashboard`, `view_bookings` |

---

## Stackr

> Trello-like boards, lists, and tasks
> URL: https://docs.metadot.net/docs/stackr

Welcome to the Stackr documentation. Trello-like boards, lists, and tasks

## Features

- **Boards**

### Boards
URL: https://docs.metadot.net/docs/stackr/boards

Boards in the Stackr module are your digital workspaces for organizing projects using a visual card-based system. Similar to Trello, they help you track tasks through different stages of completion using customizable lists and moveable task cards.

## Creating and Managing Your First Board

1. **Create a new board** by clicking the "New Board" button in your Stackr dashboard
2. **Name your board** and add a brief description to help team members understand its purpose
3. **Set up your lists** by clicking "Add List" - common examples include "To Do," "In Progress," and "Done"
4. **Add tasks** by clicking the "+" icon within any list and entering your task details
5. **Move tasks between lists** by dragging and dropping cards as work progresses
6. **Invite team members** using the "Share" button to collaborate on your board
7. **Customize your board** by changing colors, adding labels, or modifying list names as needed

## Tips

**Start simple:** Begin with just three lists (To Do, Doing, Done) and add more complexity as your team gets comfortable with the workflow.

**Use descriptive task names:** Clear, specific task titles help team members quickly understand what needs to be accomplished without opening each card.

**Review regularly:** Schedule weekly board reviews to move stalled tasks, update priorities, and keep your workflow moving smoothly.

### Stackr Roles & Permissions
URL: https://docs.metadot.net/docs/stackr/roles-permissions

Stackr has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to all Stackr features | `view_boards`, `manage_boards`, `manage_tasks` |
| **Member** | Can create and edit boards and tasks | `view_boards`, `manage_boards`, `manage_tasks` |
| **Viewer** | Read-only access | `view_boards` |

---

## Changelog (new)

> Release notes and update topics
> URL: https://docs.metadot.net/docs/changelog

Welcome to the Changelog documentation. Release notes and update topics

## Features

- **Dashboard**
- **Entries**

### Entries
URL: https://docs.metadot.net/docs/changelog/entries

The Entries feature is the heart of your Changelog module, where you create, manage, and publish all your release notes and product updates. This is where you'll organize your announcements by category, track their status, and communicate changes to your users.

## Managing Your Changelog Entries

1. **View all entries** - Navigate to the Entries page to see your complete list of changelog entries, including drafts and published updates.

2. **Filter and search** - Use the category filter to view specific types of updates (features, bug fixes, etc.), filter by status (draft or published), or search by keywords to find specific entries.

3. **Create a new entry** - Click the "Plus" button or use the keyboard shortcut to start drafting a new changelog entry.

4. **Edit existing entries** - Click the "Pencil" icon next to any entry to modify its content, category, or other details.

5. **Publish entries** - When ready to share an update, click the "Send" icon to publish a draft entry and notify your subscribers.

6. **Delete unwanted entries** - Use the "Trash" icon to permanently remove entries you no longer need.

7. **Organize by topics** - Filter entries by specific topics to focus on updates for particular products or features.

## Tips

- **Use descriptive titles** that clearly communicate what changed, making it easy for users to scan updates.
- **Categorize consistently** to help users quickly identify the types of changes that matter most to them.
- **Draft first, publish later** to review and refine your updates before sharing them with subscribers.

### Changelog Roles & Permissions
URL: https://docs.metadot.net/docs/changelog/roles-permissions

Changelog has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to all features | `view_entries`, `manage_entries`, `manage_topics`, `publish`, `manage_settings`, `manage_subscribers` |
| **Editor** | Can create and publish entries | `view_entries`, `manage_entries`, `manage_topics`, `publish` |
| **Author** | Can create and edit own entries | `view_entries`, `manage_entries` |
| **Viewer** | Read-only access | `view_entries` |

---

## Workflows (new)

> Automate tasks with no-code workflows
> URL: https://docs.metadot.net/docs/workflows

Welcome to the Workflows documentation. Automate tasks with no-code workflows

## Features

- **All Workflows**
- **Execution Log**

### All Workflows
URL: https://docs.metadot.net/docs/workflows/all-workflows

The All Workflows feature gives you a comprehensive overview of every automation you've created in Metadot. This centralized dashboard helps you manage, monitor, and organize all your no-code workflows in one place, making it easy to track performance and maintain your automations.

## How to Use All Workflows

1. Navigate to the **Workflows** module from your main dashboard
2. Click on **All Workflows** to view your complete workflow library
3. Use the search bar to quickly find specific workflows by name or keyword
4. Apply filters to sort workflows by status (active, inactive, draft), creation date, or workflow type
5. Click on any workflow name to open its detailed view and configuration settings
6. Use the action buttons to quickly enable, disable, duplicate, or delete workflows directly from the list
7. Monitor workflow performance using the status indicators and last run information displayed for each automation
8. Click **Create New Workflow** to add additional automations to your collection

## Tips

- **Stay organized**: Use consistent naming conventions for your workflows to make them easier to find and manage as your automation library grows.
- **Regular maintenance**: Review inactive workflows periodically and remove ones you no longer need to keep your workspace clean and focused.
- **Performance monitoring**: Check the status column regularly to identify any workflows that may have encountered errors and need attention.

### Execution Log
URL: https://docs.metadot.net/docs/workflows/execution-log

The Execution Log provides a comprehensive view of all your workflow runs, helping you monitor performance, troubleshoot issues, and track automation success. This centralized dashboard shows you exactly when workflows executed, their completion status, and any errors that occurred.

## How to View Your Workflow Executions

1. Navigate to the **Workflows** module in your Metadot dashboard
2. Click on **Execution Log** in the sidebar or workflow navigation menu
3. Review the list of recent executions, which displays up to 50 of your most recent workflow runs
4. Each execution entry shows key details like execution time, workflow name, and completion status
5. Look for status indicators to quickly identify successful runs versus failed executions
6. Click on individual execution entries to view detailed information about specific workflow runs

## Tips

**Check regularly for failed executions** - Make it a habit to review your execution log weekly to catch and resolve any workflow issues before they impact your automation.

**Use execution data for optimization** - Pay attention to execution patterns and timing to identify workflows that might need performance improvements or scheduling adjustments.

**Monitor high-frequency workflows** - Keep a close eye on workflows that run frequently, as they're more likely to encounter issues and can significantly impact your overall automation efficiency.

### Workflows Roles & Permissions
URL: https://docs.metadot.net/docs/workflows/roles-permissions

Workflows has the following roles and permissions:

| Role | Description | Permissions |
|------|-------------|-------------|
| **Admin** | Full access to workflow management | `manage_workflows`, `view_executions` |
| **Manager** | Can create and manage workflows | `manage_workflows`, `view_executions` |
| **Viewer** | Can view workflows and execution log | `view_executions` |

---