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How to Get Started with Pingum in 5 Minutes

What are Pingum events and how to setup your organization to create your first one

  • Andrew Severson

    3/8/2019

  • Simple and effective productivity, process, and visibility

    Pingum was built to allow teams of any size or industry to have a simple tool to create, be notified of, and react to events. Do you want to reduce your downtime and reaction time to issues and requests? Do you lack a process to manage your operations and workflows? Do you lack visibility to your operational status and the most important items needing your attention? Unlock the benefits Pingum can provide and gain visibility into what is going on in your business.

    What is an event?

    Before we get to setting up an organization, let's spend a little time talking about what an event is. An event is the action, request, issue, or any other alert your organization wants to track and receive notifications for. You get to decide what those events are. There are no limits to what you can define and create.

    In technical terms and from the Pingum point of view, an event only needs a name and a status. However, we provide you with additional mechanisms to better track and react to your events.

    Event Content
    Making an event
    Statuses
    An event is always in and assigned to a single status. Additionally, an event can flow through many statuses before it completes. The status of an event will help you determine its importance and workflow.
    Tags
    You have the option to tag your events. Tagging events allows you to group similar events so you can more easily identify, track, and trend on your data.
    Custom Fields
    We realize you might want to tie additional data to your event so you can better understand what is going on and address it knowing you have all the data you need. Provide as much data as required for the events you create.
    Comments
    Each event has a comment thread so your team can collaborate and stay up to date.
    Attachments
    File and image attachments on an event can be instrumental so you and your team have the information needed to take action.

    Setup your event organization

    Tell us about you

    Give your organization a name which will be used to create your unique URL which can be used by you and your team to access Pingum. Select your plan and create your organization! You are also able to set a custom Icon color to match your branding.

    Organization
    Pick a template

    Review the available templates and pick the one that most closely matches your business. You can adjust your settings to best meet your business later. If you don't see anything close, you can pick "Skip this Step" at the bottom of the page, and reach out to us, we'd love to hear about how you're using Pingum.

    Add Users
    Invite your team

    You can add your team members directly from your organization settings page. When creating the user, provide their email, first, and last name and we will handle the rest. The user at the provided email addresses will receive a welcome email from Pingum as well as an email to setup a password for their account.

    Add Users
    Invite Users
    Organizations in the free plan are restricted to 5 users. Upgrade to a paid plan and unlock unlimited users.

    Setup your event settings

    These settings will help define what data you can use to define your events

    Statuses

    You can have as many statuses as needed. An event does not need to go through each status either. You decide what statuses and workflows you need for your events.

    Name, color, and provide an icon for each status so you can quickly and easily identify your event state. Order your statuses to meet your workflow. Flag statuses the signal the completion of an event.

    Create Statuses
    Tags

    Each tag is part of a tag type. A tag type is a grouping or category of like tags. Name, color, and provide an icon for each tag type so you can quickly and easily identify tags on an event. Example tag types include locations, customers, material, or any type of data to help identify and categorize your events.

    Inside of each tag type, create the specific tags you want to assign to events. Tags can be placed in a hierarchy to better categorize and visualize the data.

    Create Tags
    Custom Fields

    You can define any number of custom fields. These fields can then be added to an event so users can input additional information about it. Simply name the field and select the data input type (text, number, date, time and time).

    Create Custom Fields
    Event Templates

    Pingum provides a convenient way to create events. Instead of typing in a name, selecting a status, adding tags and custom fields to create the event, you can define event templates which will group all of that information together. Users or APIs can then select the event template they wish to create an event with and submit. This creates an event in as simple as one step and you can ensure consistency in the events created in your organization.

    Create Event Template

    Creating your first event

    Once you have completed your event settings, the last and most important step is creating your first event!

    Creating an event from scratch

    To create an event using the data you just setup, go to the dashboard and click the CREATE EVENT button in the top menu. Once selected, a dialog opens for you to fill in the data to create the event. Once done, click submit

    Create Event
    Creating an event from a template

    To create an event from a defined event template, simply search for the template and select. This will populate the create event form and allow the user to submit.

    Create Event from Event Template
    Creating an event from your own system

    Pingum provides 3rd Party APIs so organization can create events from their own code and systems. Note that you must upgrade to a paid plan in order to access the APIs. Have your developers check out the developers page in Pingum to learn more.

    Congratulations! You have created your first event

    Read about how you can Get the Most Out of Pingum with dashboards, subscriptions, and notifications.