Master data

Master data powers dropdowns and standard values used across Deskely. Set it up early. Keep it consistent through the project.

Before you begin

• You need a role with permission to manage master data.

• Agree naming conventions with your project before adding lots of values.

Tasks

Task

Create master data entries Add new values used across Deskely.

Task

Filter, edit, and delete entries Keep master data clean and consistent.

Avoid near-duplicates (for example, HVAC, Hvac, HVAC ). They make filtering and reporting harder.

Next steps

After master data is ready, move on to the module your project uses first.