Discover some of the functions that you will regularly interact with in WorkBook in this overview of the Tasks module.
TASKS NAVIGATION
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NUMBER
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FUNCTIONALITY
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1
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The view option tabs allow you to toggle between preferred views of your assigned tasks.
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2
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Use the search field to search by task name, job name, job number & client
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3
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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)
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4
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The filter allows you to review overdue, current or all assigned tasks.
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5
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The task card allows you to review more information about the task.
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6
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The briefing icon shows the task brief
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7
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The chat icon allows you to collaborate and share files with other people assigned on this task.
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8
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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.
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9
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The complete icon marks you as ‘done’ on this task.
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10
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You can also complete tasks in this column.
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The tasks module is where you can review all the tasks, approvals and follow-up items that have been assigned to you. It's a great place to see all of your priorities in the one place. The tasks module is broken into three sub menus:
To-do
Approval
Follow-up
TO-DO
In this section you can view the tasks and activities that have been assigned to you ‘to-do’.
Tasks
Review tasks that have been assigned to you, including the booked hours, hours spent, plus log time. You can also see deadlines, mark tasks as complete, and access the task card, brief and chat window.
Calendar view / Year calendar view
Choose to view all tasks in one daily, weekly or annual view.
Pipeline activity list
Create pipeline activities, and view the status and due dates of existing activities assigned to you.
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APPROVAL
If you are part of an approval workflow all the items that require your approval can be found here. Approval items are broken into sub menus. Some of the most popular approval processes include:
Absence entries
WIP adjustments
Expenses
Price quotes
Sales invoices
Creditor invoices
Time entries
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FOLLOW-UP
The follow-up menu contains a list of items that may require follow-up. They may not all be relevant to you, but the list includes items such as:
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
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