Clients & Profits Online User Guide
The Work to do window is a great way to see your unfinished tasks.
The window provides a sophisticated dialog box to find unfinished job tasks by due date, start date, resource, client, or AE/team -- for any period of time. Unfinished tasks can be found by either start date or due date.
Each job task shows its due date, job number, job name/title, start date, and its estimated hours for quick reference. Tasks are sorted initially by due date, but can be resorted by clicking on the column headings for resource, job number, job name/title, task, or the task name. The sort direction can be changed by clicking on the Sort buttons in the toolbar.
Double-clicking on a job task lets you view or change its schedule, specifications, and task notes (which describe the task’s current status). Changes to the job schedules are saved instantly.
A different set of job tasks can be listed by clicking the Find button in the toolbar, then entering your selections.
To see work to do
1 Choose View > Work To Do.
Unfinished and overdue? The show task options let you find scheduled job tasks easily by client, date, resource, or AE/team. The unfinished and overdue option shows every missed deadline -- the tasks that really need attention.
2 Choose a show tasks option.
3 Enter a range of due dates and a find value (i.e., resource).
4 Click Find.
The Work To Do window appears.
The unfinished tasks are displayed based on your selections. Tasks can be sorted by clicking on any column heading. The sort direction can be reversed by clicking on the up/down arrows. Any task can be easily updated by double-clicking on it.
To mark many tasks as “finished” at one time
1 From the Work To Do window, use your mouse to select several job tasks.
Multiple tasks can be selected by pressing down the Control button (on Windows) or the Apple button (on a Mac) then clicking on a job task.
2 Click the Finished button.
The tasks you’ve selected will be marked as “finished” automatically. Today’s date will be entered into the task’s finished date.
To print a work to do report
1 From the Work To Do window, find the unfinished tasks you wish to print.
2 Click the print button, or choose File > Print To Do List.
The tasks on the Work to Do report are sorted in the same way they appear in the Work to Do window.
To update a task’s schedule
1 From the Work To Do window, double-click on a job task.
The Edit Task Schedule window opens, displaying the task's description, specifications, start and due dates, task status, and finished date.If the task status and the task’s specifications have changed, they can be updated by simply typing in the new information. The task’s estimated hours and actual hours appear for reference to show you how much time is available to finish the task. If this task is now finished, click the Finished checkbox. The finished date is entered automatically, but can be changed if needed. Once a task is marked as finished, it won’t appear on the Weekly Task Planner, the Work To Do window, or traffic reports.
2 Update the job task, then click Save.
