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ProjectSight Mobile
Take ProjectSight's cloud-based construction project management software with you in the field on your phone or tablet.
Record workflows
- Ball-in-court workflows: Create multiple workflow templates to guide an item through a custom workflow. When you create a new item, you can apply the workflow template.
- Status workflows: Manage statuses that users can assign to a record as applicable.
If you switch to ball-in-court workflows, the following settings are moved to the workflow template:
- Default assignees
- RecordType review time (days) field from the record type general settings page
To open the workflow settings
- Open the record settings.
- Select the record type.
- On the settings menu, select Workflow.
To switch to ball-in-court workflows
- Open the record settings.
- Select the record type.
- In the Ball-in-court workflows section, select Upgrade now.
- In the confirmation dialog, select Upgrade.
To switch the workflow setting at the project level, make sure the Workflow settings page is unlocked. To unlock the page, select 
(Locked) on the navigation toolbar.
To switch to status workflows
- Open the record settings.
- Select the record type.
- In the text underneath the Ball-in-court workflows grid, select go back.
- In the confirmation dialog, select Go back.
To switch the workflow setting at the project level, make sure the Workflow settings page is unlocked. To unlock the page, select (Locked) on the navigation toolbar.
When you switch back to status workflows, the ball-in-court workflow templates are no longer available.