Work View
See and organise your work: the Task List, the work boards, Time Flow, Client Overview and Actual Time, plus filters, saved views and date ranges.
By Soraya and 3 others4 authors8 articles
- Overview: Task ListSee all your XBerts and tasks in one list, and narrow it down by process, client and date.
- Overview: Work BoardsSee your work as columns on five boards: by day, by week, by status, by person or by process. Drag work items to update them.
- Overview: Time Flow Board BenefitsWhy the Time Flow Board works the way it does, and how to use it to plan days you can actually get through.
- Overview: Client OverviewFor full visibility of work allocation across your clients.
- Overview: Actual TimeView the tasks you have logged actual time to and export the data.
- How To: Use the Date Range SelectorChoose which date your work items are filtered by, and the period you want to see.
- How To: Use Saved ViewsFor setting and saving your filters for quick access.
- How to: Create Shared ViewsCreating a Saved view that your team members can access too