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NUMBER

FUNCTIONALITY

1

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

2

Use the search field to search by task name, job name, job number & client

3

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

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

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

  • Hours booked today (hours assigned to you on this task today)

  • Deadline (when the task is due)

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

4

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

5

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

6

The briefing icon shows the task brief

7

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

8

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.

9

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

10

You can also complete tasks in this column.

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