Discover some of the functions that you will regularly interact with in WorkBook in this overview of the Tasks module.
TASKS NAVIGATION
...
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
...
The tasks module is your one stop shop for reviewing your tasks, approvals and any items that require follow up. The tasks module is broken down into three sub menus:
To Do
Approval
Follow Up
TO DO
You can review the tasks you have been assigned and time to those tasks in the first three to do sub menus:
Tasks
Calendar view
Year calendar view
And review your pipeline activities.
...
APPROVAL
If you are part of an approval process e.g. you need to approve someone’s leave or expenses, all your items that require approvals can be found here.
Approvals are broken down into sub menus. Some of the most popular approval processes include:
Absence entries
WIP adjustments
Expenses
Price quotes
Sales invoices
Creditor invoices
Time entries
...
FOLLOW UP
Like the approval menu, the follow up menu is broken down into sub menus which include items that need following up. These include things like:
Billable jobs with price quotes that haven’t been approved
Billable jobs that are ready for closing
Monthly WIP adjustments
Overdue tasks
Partially settled POs
...
Related articles
| Filter by label (Content by label) | ||||||||
|---|---|---|---|---|---|---|---|---|
|