How do I know what I'm working on?

To-do List

A good place to start is the To-do list. Click Home > To-do

If there are any activities there (client emails, notes from other staff) you should read through them to confirm that you have actioned (completed) them. To the right-hand-side you may see some tasks. These are small items of work which have been assigned to you.

Add an activity against a task to log some time and notes against it. Click the arrow to complete the task.

Work screen

On the right-hand-side, the work screen allow you to view all your tasks but importantly select which day you would like to log time for.

The top graph is your timesheet - it shows the hours you have logged over the last 2 weeks.

On the left it will start listing any activities owned by you and created on that day. This includes email, notes, phone calls and more. You can then update those activities with the actual time spent as necessary.

Things you manage

1) Click Home > Dashboard. You should be looking at the manager dashboard - this shows objects managed by you.

2) Another handy feature is to setup bookmakrs - such as a bookmark to find records you manage.

For example, you could look for Jobs that you are managing. Hover over the Jobs tab in the navigation menu and click the orange search button.

You will have a full list of all the jobs, whether they are owned by you or not. To quickly see a list of jobs that are specific to you click Filter list at the top. A dialogue box will appear asking you how you will want to filter jobs. From here select Manager > your name > Save New Filter. Name this filter Own. 

Now hover over the Jobs menu again: You will see that under Bookmarks there is a title called Own.

This will give you a full list of jobs that belong to you.

Similarly, you could find Issues, Prospects or other records that are managed by you. You may want to filter by other options too - such as only "Open" issues.

Of course, if you're starting from nothing, then simply add a company, then start creating a job, prospect, issue, or whatever it is you need!

How do I log time?

Wherever you see the "Create Activity" button, or the little yellow note icon, this is a link to the activity screen where you can log time and notes.

The record you are logging time against may have 1 or more tasks, and if so, you can associate your activity with a task, which will adjust the time remaining on that task. The record may also have a budget, in which case logging billable time will consume some of the budget.

The key to avoiding filling out meaningless timesheets is to log your time using activities throughout the day - whether you're working on a sales proposal, a project, a support issue or some internal admin - against the relevant client or internal activity.

Activity Lists

You can easily view all the activities against an Issue, Prospect, Job or Company.

When viewing the record the activity is against (such as an issue), above the Activity stream there is a button called Activity List, Search & Export. This will display a detailed view of the activities against that issue. You can click it for more infomation or export it to an Excel spreadsheet. 

You can mark the Activity as Private which will hide the activity from all other users. Confidential activities will still appear to other users but they cannot read the content.