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Creating your first company on BigManage is simple and seamless. As you input your initial data, the system automatically sets up your company for you and guides you through each step, so you don’t need to worry about this part.
Create a new company by specifying its name. For example, you could tell BigManage: “Create a company named HorizonTech” or “Add a new company called Stellar Innovations.”
Switch from one company you own to another by specifying the company’s name or ID. For example, you could tell BigManage: “Switch to company AlphaCorp” or “Change active company to ID 42.”
Transfer ownership of the company to another member by specifying their member ID, name, or email. You can optionally provide a justification and include the verification code sent to the current owner’s email. For example, you could tell BigManage: “Transfer company ownership to John” or “Assign ownership to [email protected] with justification: leaving the company.”
Change the name of your company by specifying the new name. You can refer to the company by its current name or ID if needed. For example, you could tell BigManage: “Rename the company to ‘NextGen Solutions’” or “Change my team’s name to ‘Innovators Inc.’”
Submit a request to join a company by specifying the company’s name or ID. You must later wait for them to accept or reject the request. Optionally, you can provide a justification. For example, you could tell BigManage: “Request to join the company ‘TechCorp’”.
Add a new member to your company by providing their email address. BigManage will find or create the member based on the email. For example, you could tell BigManage: “Add a new member with email [email protected]” or “Invite [email protected] to join the company”.
Accept a member’s request to join the company by specifying the company’s name or ID. You can optionally provide a justification for the acceptance. For example, you could tell BigManage: “Accept Jane Doe’s request to join the company” or “Approve the join request of the member with email [email protected], justification: team expansion.”
You cannot remove members once they have joined the company. You can only manage their 'General Access' moving forward.
Specify the name of the position you want to add to the company. For example, you could tell BigManage: “Create a Marketing Manager position” or “Add a Junior Developer position”
Change the name of an existing position in the company by specifying the new name and the position’s ID or current name. You can optionally provide a justification for the change. For example, you could tell BigManage: “Rename the Junior Developer position to Software Engineer” or “Change Marketing Manager to Senior Marketing Manager with justification: promotion.”
Remove a position from the company by specifying its name or ID. For example, you could tell BigManage: “Delete the Marketing Manager position” or “Remove the Junior Developer position”
Specify the position you want to restore by its name or ID. For example, you could tell BigManage: “Restore the ‘Marketing Manager’ position because it was deleted by mistake” or “Reinstate the ‘Junior Developer’ position to support a new project.”
Assign a member to a specific position in the company by specifying the member’s name, email, or ID and the position’s name or ID. You can optionally provide a justification for the assignment. For example, you could tell BigManage: “Assign John Doe to the Software Engineer position” or “Add member with email [email protected] to the Marketing Manager position, justification: promotion.”
Remove a member from a specific position in the company by specifying the member’s name, email, or ID and the position’s name or ID. You can optionally provide a justification for the removal. For example, you could tell BigManage: “Remove John Doe from the Software Engineer position” or “Unassign member with email [email protected] from the Marketing Manager position, justification: departmental restructuring.”
Specify the member whose hierarchy you want to modify and indicate the hierarchical level in relation to a reference (above, below, or equal). You can also provide an optional justification. For example, you could tell BigManage: “Set John Doe’s hierarchical level to be above the team lead” or “Adjust Jane Smith to be equal with the senior manager.”
Specify the position whose hierarchy you want to adjust, and indicate its hierarchical level relative to another reference (above, below, or equal). You can also provide an optional justification. For example, you could tell BigManage: “Set Marketing Manager above Sales Manager” or “Adjust Junior Developer to be equal with Intern.”
Specify the name of the department you want to create. For example, you could tell BigManage: “Create a new department called ‘Marketing’” or “Add a department named ‘Research & Development’.”
Specify the department you want to rename by its ID or current name, and provide the new name. For example, you could tell BigManage: “Rename department 3 to ‘Customer Success’” or “Change the name of department ‘Support’ to ‘Client Relations’.”
Specify the department you want to remove by its ID or name. For example, you could tell BigManage: “Remove the department ‘Marketing’ because it was merged with Sales” or “Delete department 7 due to restructuring.”
Specify the department you want to restore by its name or ID. For example, you could tell BigManage: “Restore the ‘Marketing’ department” or “Reinstate the ‘Research & Development’ department to support a new initiative.”
Specify the position by its ID or name and the department by its ID or name to attach the position. For example, you could tell BigManage: “Assign the Finance Manager position to the Accounting department” or “Attach position 5 to department 3.”
Specify the position you want to detach by its ID or name. You can also explain why the position is being removed from the department. For example, you could tell BigManage: “Remove the Finance Manager position from the Accounting department because of restructuring” or “Unassign position 5 from its department due to position changes.”
Modify the company’s general access level by specifying the desired access (e.g., full access or no access). You can also optionally provide a justification for the change. For example, you could tell BigManage: “Set general access to full access” or “Revoke general access with justification: security concerns.”
Modify the general access level of a specific department by specifying the department’s ID and the desired access (e.g., full access or no access). You can also optionally provide a justification for the change. For example, you could tell BigManage: “Revoke access for the IT department with justification: security reasons.”
Modify the general access level of a specific position by specifying the position’s ID and the desired access (e.g., full access or no access). You can also optionally provide a justification for the change. For example, you could tell BigManage: “Set access for the Finance Manager position to full access” or “Revoke access for the Junior Developer position with justification: security reasons.”
Modify the general access level of a specific member by specifying the member’s ID and the desired access type—such as no access, past access (historical retention), or full access. You can also optionally provide a justification for the change. For example, you could tell BigManage: “Grant full access to member 1023” or “Revoke access for member 2045 with justification: project reassignment.”
Specify the start and end times (hours and minutes) for the company’s default access. You can also explain why the access should be modified. For example, you could tell BigManage: “Set the company’s time access from 08:00 to 18:00 because of updated working hours” or “Change the company’s access to 09:00–17:00 due to shift adjustments.”
Specify the start and end times (hours and minutes) for a department’s access. Identify the department by its ID or name. You can also explain why the access should be modified. For example, you could tell BigManage: “Set the time access of department ‘Sales’ from 09:30 to 17:45 because of a project deadline” or “Change the time access of department 5 to 08:00–16:00 due to shift adjustments.”
Specify the start and end times (hours and minutes) for a position’s access. Identify the position by its ID or name. You can also explain why the access should be modified. For example, you could tell BigManage: “Set the time access of position ‘Sales Team’ from 09:30 to 17:45 because of a project deadline” or “Change the time access of position 5 to 08:00–16:00 due to shift adjustments.”
Specify the member by their ID, name, or email and set their access level. You can also explain why the access should be modified. For example, you could tell BigManage: “Set the access level of member 1023 to full access because they are leading a critical project” or “Change the access of member ‘Jane Doe’ to limited access due to position change.”
Define which days of the week the company should have operational access, and optionally include a justification for the change. You can specify individual days or a full weekly schedule. For example, you could tell BigManage: “Set the company’s access to Monday through Friday because we’re adopting a standard workweek” or “Enable company access on Saturday and Sunday due to weekend operations.”
Specify which days of the week a particular department should have system access, identifying the department by name or ID. You can also provide a justification for the change. For example, you could tell BigManage: “Set the Sales Team’s access to Monday through Saturday because of client demand” or “Disable Friday access for department ‘Interns’ due to updated work schedule.”
Specify which days of the week a particular position should have system access, identifying the position by name or ID. You can also provide a justification for the change. For example, you could tell BigManage: “Set the Sales Team’s access to Monday through Saturday because of client demand” or “Disable Friday access for position ‘Intern’ due to updated work schedule.”
Specify which days of the week a particular member should have system access, identifying them by name, ID, or email. You can also provide a justification for the change. For example, you could tell BigManage: “Allow member ‘Jane Doe’ access from Monday to Friday because of the new project schedule” or “Disable Sunday access for member 1045 due to updated weekend policy.”
Specify the member you want to promote by their ID, name, or email. You can also explain why the promotion is being made. For example, you could tell BigManage: “Promote member 1023 to manager because they successfully led the recent project” or “Make Jane Doe a manager due to her excellent performance and leadership skills.”
Specify the member you want to demote by their ID, name, or email. You can also explain why the demotion is being made. For example, you could tell BigManage: “Demote member 1023 from manager because they are changing positions” or “Remove Jane Doe’s manager status due to restructuring within the department.”
Provide the timezone you want to set using its abbreviation (e.g., “EET”, “PST”) or by naming a city or country in that timezone (e.g., “Athens”, “New York”). For example, you could tell BigManage: “Set my timezone to EET” or “Set my timezone to Athens.”
Specify whether you want to enable or disable voice replies. You can explicitly set the status or simply toggle it. For example, you could tell BigManage: “Enable voice replies”, “Disable voice replies”, or “Toggle voice replies.”
Specify whether you want to enable or disable software training. You can explicitly set the status or simply toggle it. For example, you could tell BigManage: “Enable software training”, “Disable software training”, or “Toggle software training.”
Specify the reminder’s or deadline's name, when it should start, how often it should repeat, and when it should expire. You can also explain why the reminder or deadline is being created. For example, you could tell BigManage: “Create a deadline called ‘Monthly Report’ to start in 60 seconds, repeat every 3600 seconds because the report is due” or “Set a reminder ‘Company Meeting’ to start in 86400 seconds, repeating daily because of the weekly meeting schedule.”
Specify the reminder’s or deadline's name, when it should start, how often it should repeat, and when it should expire. Identify the positions by their ID or name. You can also explain why the reminder or deadline is being created. For example, you could tell BigManage: “Create a deadline called ‘Quarterly Report’ for the Finance Manager position to start in 60 seconds, repeat every 3600 seconds because the report is due” or “Set a reminder ‘Team Meeting’ for the Support and Sales positions to start in 120 seconds, repeating daily because of project updates.”
Specify the reminder’s or deadline's name, when it should start, how often it should repeat, and when it should expire. Identify the members by their ID, name, or email. You can also explain why the reminder or deadline is being created. For example, you could tell BigManage: “Create a deadline called ‘Submit Timesheet’ for member 1023 to start in 60 seconds, repeat every 3600 seconds because the deadline is approaching” or “Set a reminder ‘Update Profile’ for members Jane Doe and John Smith to start in 120 seconds, repeating daily because of HR requirements.”
Specify the reminder or deadline you want to remove by its ID or name. For example, you could tell BigManage: “Delete the reminder ‘Monthly Report’ because it is no longer relevant” or “Remove deadline 12”
Specify by its ID or name which removed reminder or deadline you want to bring back. For example, you could tell BigManage: “Restore the reminder ‘Call Client X’ that was deleted by mistake” or “Bring back the ‘Monthly Invoice Check’ deadline since it’s still needed.”
Provide the content you want to add to the company’s context. No justification is needed when adding. For example, you could tell BigManage: “Add to the company’s context: ‘Launched new product line in 2021.’”
Specify the entry you want to remove from the company’s context and include a justification explaining why it’s being removed. You can remove an entry by its text or by its number. For example: “Remove from the company’s context the entry ‘Launched new product line in 2021’ because it was recorded incorrectly.”
Provide the content you want to add to the department’s context. No justification is needed when adding. For example, you could tell BigManage: “Add to the context of the department ‘Sales’: ‘Won the regional sales award in 2023.’”
Specify the entry you want to remove from the department’s context and include a justification explaining why it’s being removed. You can remove an entry by its text or by its number. For example: “Remove from the context of the department ‘Sales’ the entry ‘Won the regional sales award in 2023’ because it was recorded incorrectly.”
Provide the content you want to add to the position’s context. No justification is needed when adding. For example, you could tell BigManage: “Add to the context of the position ‘Sales Team’: ‘Won the regional sales award in 2023.’”
Specify the entry you want to remove from the position’s context and include a justification explaining why it’s being removed. You can remove an entry by its text or by its number. For example: “Remove from the context of the position ‘Sales Team’ the entry ‘Won the regional sales award in 2023’ because it was recorded incorrectly.”
Provide the content you want to add to the member’s context. No justification is needed when adding. For example, you could tell BigManage: “Add to the context of the member ‘John Doe’: ‘Completed leadership training in 2022.’”
Specify the entry you want to remove from the member’s context and include a justification explaining why it’s being removed. You can remove an entry by its text or by its number. For example: “Remove from the context of the member ‘John Doe’ the entry ‘Completed leadership training in 2022’ because it was entered by mistake.”
Provide the instruction you want to add to the company. No justification is needed when adding. For example, you could tell BigManage: “Add to the company’s instructions: ‘All outgoing invoices must be approved by the finance manager.’”
Specify the instruction you want to remove from the company and include a justification explaining why it’s being removed. You can remove an instruction by its text or by its number. For example: “Remove from the company’s instructions the instruction ‘All outgoing invoices must be approved by the finance manager’ because the process has changed.”
Provide the instruction you want to add to the department. No justification is needed when adding. For example, you could tell BigManage: “Add to the instructions of the position ‘Sales’: ‘Always follow the client onboarding checklist.’”
Specify the instruction you want to remove from the department and include a justification explaining why it’s being removed. You can remove an instruction by its text or by its number. For example: “Remove from the instructions of the department ‘Sales’ the instruction ‘Always follow the client onboarding checklist’ because it has been updated.”
Provide the instruction you want to add to the position. No justification is needed when adding. For example, you could tell BigManage: “Add to the instructions of the position ‘Sales Team’: ‘Always follow the client onboarding checklist.’”
Specify the instruction you want to remove from the position and include a justification explaining why it’s being removed. You can remove an instruction by its text or by its number. For example: “Remove from the instructions of the position ‘Sales Team’ the instruction ‘Always follow the client onboarding checklist’ because it has been updated.”
Provide the instruction you want to add to the member. No justification is needed when adding. For example, you could tell BigManage: “Add to the instructions of the member ‘John Doe’: ‘Always submit expense reports within the first week of the month.’”
Specify the instruction you want to remove from the member and include a justification explaining why it’s being removed. You can remove an instruction by its text or by its number. For example: “Remove from the instructions of the member ‘John Doe’ the instruction ‘Always submit expense reports within the first week of the month’ because the policy has changed.”
Provide a description of the image you want to create. You can also specify optional settings such as quality (e.g., low, medium, high, standard, or hd), size (horizontal, vertical, or square), and whether the background should be transparent. For example, you could tell BigManage: “Create a high-quality square image of a futuristic city at sunset.”
Provide a description of the new image you want to create and attach a reference image. You can also specify optional settings like quality, size, and transparent background. For example, you could tell BigManage: “Create a vertical image of a character similar to this reference image, with a futuristic background.”
Provide the file name, format, and content you want to create. You can also indicate if the file is an image (for validation) or if you want to modify an existing file. Optional instructions can guide how the file should be created. For example, you could tell BigManage: “Create a text file named ‘Report.txt’ with the content ‘Quarterly sales increased by 15%’.”
Provide instructions on how to modify the contents of an existing file. For example, you could tell BigManage: “Update the text file ‘Report.txt’ to include ‘Quarterly profits increased by 20%’ at the end of the document.”
BigManage lets you upload files like images, audio, documents, and more along with your messages. Keep in mind that the types of files you can upload may vary depending on the platform you’re using—some platforms support more file types than others. For example, you could tell BigManage: “Upload this image and attach the PDF report to the message.”
Provide keywords to search for attachments and specify the type of file you want (attachments, image, document, audio, or video). You can also indicate whether to search among uploaded files, created files, or both. For example, you could tell BigManage: “Find all documents containing ‘Quarterly Report’ that were created by the company” or “Search for images with the keyword ‘Logo’ among uploaded files.”
Provide the name of the customer you want to add to the company. You can also include an optional justification. For example, you could tell BigManage: “Add a customer named ‘Acme Corp’ to the company.”
Provide the new name for the customer you want to rename. You can refer to the customer by name or by ID and include an optional justification. For example, you could tell BigManage: “Rename the customer ‘Acme Corp’ to ‘Acme Solutions’ because of rebranding.”
Specify the customer you want to remove from the company and include a justification if needed. You can refer to the customer by name or by ID. For example, you could tell BigManage: “Remove the customer ‘Acme Corp’ from the company because the contract was canceled.”
Specify the customer you want to restore by its name or ID and, if you want, explain why. For example, you could tell BigManage: “Restore customer ‘Acme Corp’ because the record was removed by mistake” or “Reinstate customer ‘Jane Doe’ after the billing issue was resolved.”
Provide the name of the goods or service you want to add to the company. You can also include an optional justification. For example, you could tell BigManage: “Add a goods item named ‘Premium Support Package’ to the company.”
Provide the new name for the goods or service you want to rename. You can refer to the item by its current name or ID and include an optional justification. For example, you could tell BigManage: “Rename the goods item ‘Premium Support Package’ to ‘Premium Care Package’ because of rebranding.”
Specify the goods or service you want to remove from the company and include a justification if needed. You can refer to the item by its name or ID. For example, you could tell BigManage: “Remove the goods item ‘Premium Care Package’ because it is no longer offered.”
Specify which removed product or service you want to restore and, if you want, explain why. For example, you could tell BigManage: “Restore the ‘Premium Support Package’ because it was deleted by mistake” or “Reinstate ‘Website Audit Service’ because the removal was accidental.”
Specify by ID or name which product or service the payment is for and who the customer is, then state the amount and currency; if it’s a subscription, say how often it renews (for example every month or every year) and you may add a brief reason. For example, you could tell BigManage: “Record a one-time sale of 120.50 USD for ‘Website Audit Service’ purchased by Acme Corp” or “Add a monthly subscription of 25 EUR for ‘Premium Support Package’ for customer Jane Doe because it’s a support plan.”
Specify by ID or name which product or service payment you want to remove and which customer it belongs to, and you may include a brief reason for the removal. For example, you could tell BigManage: “Remove the one-time sale of 120.50 USD for ‘Website Audit Service’ to Acme Corp because it was entered twice” or “Remove the subscription charge for ‘Premium Support Package’ for Jane Doe because the refund was issued.”
Specify by ID or name which removed sale or subscription you want to restore and which customer it belongs to, and you may include a brief reason why. For example, you could tell BigManage: “Restore the one-time sale of 120.50 USD for ‘Website Audit Service’ to Acme Corp because the refund was issued in error” or “Restore the monthly subscription for ‘Premium Support Package’ for Jane Doe because the cancellation was accidental.”
Specify by ID or name which product or service revenue you want to mark as expired and which customer it belongs to, and you may include a brief reason. For example, you could tell BigManage: “Expire the monthly subscription for ‘Premium Support Package’ for Jane Doe because the trial period ended” or “Expire the sale of ‘Website Audit Service’ to Acme Corp because the payment was refunded.”
Provide the entity’s name and include a brief justification explaining why they are being added (for example, funding purpose or strategic fit). For example, you could tell BigManage: “Add entity ‘SeedFund Ltd.’ because they’re joining the Series A round.”
Provide the new name for the entity you want to rename. You can refer to the entity by name or by ID and include an optional reason. For example, you could tell BigManage: “Rename the entity ‘SeedFund Ltd.’ to ‘SeedFund Partners’ because of rebranding.”
Specify the entity you want to remove from the company and include a reason if needed. You can refer to the entity by name or by ID. For example, you could tell BigManage: “Remove the entity ‘SeedFund Ltd.’ from the company because the deal did not proceed.”
Specify the entity you want to restore by name or ID and, if you want, explain why. For example, you could tell BigManage: “Restore entity ‘SeedFund Ltd.’ because the removal was a mistake” or “Reinstate entity ‘AngelWorks’ after the paperwork was completed.”
Specify the entity by name (or ID) and provide the full new profile text that should replace the existing entity record — this will overwrite the current entity information with exactly what you supply, so include any reason or context inside that text if you want it recorded. For example, you could tell BigManage: “Update entity ‘SeedFund Ltd.’ to ‘SeedFund Ltd. — Lead entity in Series A; contact: [email protected]; focus: fintech’.”
Provide the shareholder’s name and include their percentage of ownership (for example, 70%). For example, you could tell BigManage: “Add shareholder ‘Jane Doe’ with 30% ownership.”
Provide the new name for the shareholder you want to rename. You can refer to the shareholder by name or by ID and include an optional reason. For example, you could tell BigManage: “Rename the shareholder ‘Jane Doe’ to ‘Jane A. Doe’ to reflect the legal name.”
Specify the shareholder you want to remove from the company and include a reason if needed. You can refer to the shareholder by name or by ID. For example, you could tell BigManage: “Remove the shareholder ‘John Smith’ because the shares were transferred.”
Provide the shareholder’s name (or ID) and the new percentage of shares they should have, and you can explain why in a short phrase. For example, you could tell BigManage: “Update shareholder Jane Doe to 12.5% because of the recent equity grant.”
Provide the list name. For example, you could tell BigManage: “Add a list named ‘Preferred Vendors’”
Provide the new name for the list you want to rename. You can refer to the list by name or by ID. For example, you could tell BigManage: “Rename the list ‘Preferred Vendors’ to ‘Approved Suppliers’”
Specify the list you want to remove from the company. You can refer to the list by name or by ID. For example, you could tell BigManage: “Remove the list ‘Old Leads’ because it’s outdated.”
Specify the list you want to restore by name or ID. For example, you could tell BigManage: “Restore the list ‘Onboarding Checklist’” or “Reinstate ‘Preferred Vendors’ after review.”
Specify the list by name or ID and provide the content you want to add. For example, you could tell BigManage: “Add ‘Finalize budget report’ to the ‘Finance Tasks’ list.”
To remove an entry from a company list, specify which list it belongs to by name or ID and identify the item you want to delete. For example, you could tell BigManage: “Remove the item ‘Submit NDA’ from the ‘Onboarding Checklist’”
Specify the list in the company you want to update by name or ID, indicate which entry in that list you’re changing (by its text or number), and provide the new content. For example, you could tell BigManage: “Update the ‘Onboarding Checklist’ — change item ‘Submit W-4’ to ‘Submit tax form’”
Specify the name of the topic you want to open. You can also explain why the topic is being created. For example, you could tell BigManage: “Create a topic called ‘Client Onboarding Issue’ because of recent delays” or “Open a new topic named ‘Server Migration’ due to upcoming infrastructure changes.”
Specify the topic you want to select or deselect by its name or ID. For example, you could tell BigManage: “Select the topic ‘Client Onboarding Issue’ for active tracking” or “Deselect topic 12 because it is no longer relevant.”
Provide the new name for the topic you want to rename. You can refer to the topic by its current name or ID and add a brief reason if you want. For example, you could tell BigManage: “Rename the topic ‘Client Onboarding Issue’ to ‘Client Onboarding — Payments’ because the scope was narrowed to billing.”
Open the currently selected topic. For example, you could tell BigManage: “Open the selected topic” or “Open the topic Financial Changes”
Close the currently selected topic. For example, you could tell BigManage: “Close the selected topic” or “Close the topic Marketing Goals”
Add a comment to the currently selected topic by specifying the text of your comment. For example, you could tell BigManage: “Add comment ‘Reviewed financial projections’ to the selected topic.”
Remove a comment from the currently selected topic by specifying the comment ID. For example, you could tell BigManage: “Remove comment 42 from the selected topic.” or "Remove the comment "I will do it tomorrow' from the topic Financial Changes"
Add a member to the participants of the currently selected topic by specifying their name, email or ID. For example, you could tell BigManage: “Add member 1023 to the selected topic”
Remove a member from the participants of the currently selected topic by specifying their name, email or ID. For example, you could tell BigManage: “Remove member 1023 from the selected topic”
Attach a customer to the currently selected topic by specifying the customer’s name or ID. For example, you could tell BigManage: “Attach customer 5021 to the selected topic”
Remove a customer from the currently selected topic by specifying the customer’s name or ID. For example, you could tell BigManage: “Detach customer 5021 from the selected topic”
Attach a goods or service item to the currently selected topic by specifying its name or ID. For example, you could tell BigManage: “Attach goods/service 305 to the selected topic”
Remove a goods or service item from the currently selected topic by specifying its name or ID. For example, you could tell BigManage: “Detach goods/service 305 from the selected topic”
Attach an entity to the currently selected topic by specifying its name or ID. For example, you could tell BigManage: “Attach entity ‘SeedFund Ltd.’ to the selected topic”
Remove an entity from the currently selected topic by specifying its name or ID. For example, you could tell BigManage: “Detach entity ‘SeedFund Ltd.’ from the selected topic”
Attach a shareholder to the currently selected topic by specifying their name or ID. For example, you could tell BigManage: “Attach shareholder ‘Jane Doe’ to the selected topic”
Remove a shareholder from the currently selected topic by specifying their name or ID. For example, you could tell BigManage: “Detach shareholder ‘Jane Doe’ from the selected topic”
Attach a list (e.g., checklist or contact list) to the currently selected topic by specifying its name or ID. For example, you could tell BigManage: “Attach list ‘Onboarding Checklist’ to the selected topic”
Remove a list from the currently selected topic by specifying its name or ID. For example, you could tell BigManage: “Detach list ‘Onboarding Checklist’ from the selected topic”
Set a topic’s progress to a specific percentage (for example 45%). Refer to the topic by name or ID and you can also say why you’re adjusting it. For example, you could tell BigManage: “Set the progress of topic ‘Q3 Revenue Objective’ to 45% because half the milestones are complete.”
Remove the custom progress value for the currently selected topic and, if you want, say why. For example, you could tell BigManage: “Remove the custom progress for the selected topic because the manual update was entered in error.”
Attach a topic to the currently selected topic by specifying the topic name or ID. You can also explain why the topic is being attached. For example, you could tell BigManage: “Attach topic ‘Q2 Sales Report’ to the selected topic because it is relevant to achieving this goal” or “Attach topic 305 to the selected topic for tracking purposes.”
Remove a topic from the currently selected topic by specifying the topic name or ID. You can also explain why the topic is being detached. For example, you could tell BigManage: “Detach topic ‘Q2 Sales Report’ from the selected topic because it is no longer relevant” or “Detach topic 305 from the selected topic for reassignment.”
Add a schedule entry to a single member by specifying the member and the day and time it should apply. A justification is required, and you can optionally say how long the entry should last using a natural time description. For example, you could tell BigManage: “Add a schedule entry for member John Smith on Wednesday at 14:30 with justification: weekly coordination meeting, lasting for two hours” or “Schedule member Alex Brown on Friday at 09:00 with justification: client onboarding, expiring after one hour.”
Remove a schedule entry from a single member by specifying the member and the exact day and time of the entry. You may also include an optional justification explaining why it’s being removed. For example, you could tell BigManage: “Remove the schedule entry for member John Smith on Tuesday at 10:00 because the meeting was canceled” or “Delete Alex Brown’s schedule on Friday at 16:30 since the task was completed earlier.”
Add a schedule entry to a department by specifying the department and the day and time the entry should apply. You can also include a justification explaining why this schedule is being added. For example, you could tell BigManage: “Add a schedule entry to the Sales department on Monday at 09:00 because of the weekly planning meeting”
Remove a schedule entry from a department by specifying the department and the exact day and time of the entry. You may optionally explain why the schedule is being removed. For example, you could tell BigManage: “Remove the schedule entry from the Customer Support department on Wednesday at 14:00 because the shift was reassigned” or “Delete the schedule for the Interns department on Friday at 12:30 since the training session was canceled.”
Add a schedule entry to a position by specifying the position and the day and time the entry should apply. You can also include a justification explaining why this schedule is being added. For example, you could tell BigManage: “Add a schedule entry to the Sales Manager position on Monday at 09:00 because of the weekly planning meeting”
Remove a schedule entry from a position by specifying the position and the exact day and time of the entry. You may optionally explain why the schedule is being removed. For example, you could tell BigManage: “Remove the schedule entry from the Customer Support position on Wednesday at 14:00 because the shift was reassigned” or “Delete the schedule for the Intern position on Friday at 12:30 since the training session was canceled.”
Add a schedule entry that applies to the entire company by specifying the day and time it should take effect. You can also include a justification explaining why this company-wide schedule is being added. For example, you could tell BigManage: “Add a company-wide schedule entry on Monday at 10:00 because of the weekly all-hands meeting” or “Schedule the company on Friday at 15:30 due to a mandatory safety briefing.”
Remove a company-wide schedule entry by specifying the day and time of the entry you want to delete. You may optionally provide a justification for the removal. For example, you could tell BigManage: “Remove the company-wide schedule entry on Thursday at 13:00 because the meeting was canceled” or “Delete the company schedule on Saturday at 09:00 since the office will remain closed.”
Create a website view by simply requesting the creation of one. For example, you could tell BigManage: "Create a website view because I want to see all the comments of the recent topics" or "I want a website view URL so I can study the total shareholders of the company"