Service Production Views - Tutorial

How to View a List of Projects

1. Navigate to Production.

2. Click Menu (button) > Projects.

3. Click an item on the list under Projects to see the related Tasks and Timekeeping records.

How Users Can View a List of Their Tasks

1. Navigate to Production.

2. Click Menu (button) > Tasks.

How to View the Operators' (Users) Board

 ℹ️ The Operators' Board displays all the tasks per User. Each User is allocated a column and their tasks are listed below that. Filters and grouping options are available from the top row buttons. 

A context menu allows you to navigate to the applicable Task or to Start and Stop Timekeeping.

1. Navigate to Production.

2. Click Menu (button) > Board (Operators).

How to View the Task Categories' Board

 ℹ️ The Categories' Board displays all the tasks per Category. Each Category is allocated a column and their tasks are listed below that. Filters and grouping options are available from the top row buttons. 

A context menu allows you to navigate to the applicable Task or to Start and Stop Timekeeping.

1. Navigate to Production.

2. Click Menu (button) > Board (Categories).

How to View all the Tasks for a Project

1. Navigate to Production.

2. Click Menu (button) > Projects.

3. Right-click an entry on the list of Projects and select Open Tasks View from the context menu.

4. The Tasks View will open with a filter applied to only show tasks for the selected Project.

Related Topics

• Reference: Production Board

• Tutorial: Timekeeping and Tasks 

• Tutorial: Projects