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Discover some of the functions that you will regularly interact with in WorkBook in this overview of the <insert module> Tasks module.

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TASKS MODULE

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NAVIGATION

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NUMBER

FUNCTIONALITY

1

The view option tabs allow you to toggle between preferred views of your assigned tasks.

2

The grid view shows key details about the job/s and task/s assigned to you. Click on the Jobs icon to access the job brief.

Use the Modify Grid option to tailor your fields. In this view we have enabled:

  • Client

  • Job No.

  • Job Name

  • Task Name

  • Resources (to view who else is assigned to the task)

  • Hours Booked (total hours assigned to you on this task)

  • Hours spent (total time you have logged to this task already)

  • Deadline

  • Done (allows you to mark tasks complete within the grid view)

3

The filter allows you to review overdue, current or all assigned tasks.

4

The Task card allows you to review more information about the task.

5

The Briefing icon shows the Task brief

6

The Chat icon allows you to collaborate and share files with other people assigned on this task.

7

The Enter time icon allows you to quickly make a time entry against the selected task. Enter time manually or use the stop/start timer to track time.

8

The Complete icon marks you as ‘done’ on this task.

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