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 tasks you have been assigned and log time to those tasks in the first three to-do sub menus:
Tasks
Review tasks assigned to you
View hours booked and spent, plus log time
See deadlines
Mark tasks as complete
View the task card, job brief and
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
