Search results for assignee

32 articles found

  • Calendar View: How do I show one shop schedule broken out by Assignee?

    By changing the Display Type in the Calendar Options dialog box, you can change the "shape" or orientation of your calendar. Here is an example of a Shop Schedule calendar using Week & Assignee by Wee

  • Example Display Type: Day & Assignee by Time

    By changing the Display Type in the Calendar Options dialog box, you can change the "shape" or orientation of your calendar. Here is an example of a Template Schedule calendar using Day & Assignee by

  • Calendar View: What activities does everyone have for the next week?

    By changing the Display Type in the Calendar Options dialog box, you can change the "shape" or orientation of your calendar. Here is an example of a Staffing Overview calendar using Day by Assignee as

  • Calendar View: How do I show a daily schedule of Installs by Assignee?

    By changing the Display Type in the Calendar Options dialog box, you can change the "shape" or orientation of your calendar. Here is an example of a Install Crews calendar using Assignee by Day as the

  • Add / Remove an Assignee

    Background Assignees are people or other resources who will be assigned activities and appointments. Assignees are simply names, so they mean what you want them to mean. Most companies include their e

  • Example Display Type: Day & Assignee by Display Field

    By changing the Display Type in the Calendar Options dialog box, you can change the "shape" or orientation of your calendar. Here is an example of a Template Crew Details calendar using Day & Assignee

  • Using Assignees

    An assignee is someone or something that you can assign an activity or appointment to. For example, here's an activity that's assigned to Stephanie: . After you set up your assignees, they can be assi

  • Calendar with assignees

    Question How can I create a calendar with separate rows for each installer so I can drag and drop activities to even out the workload? Answer Go to the Calendar on the top menu and choose View Calenda

  • Setting the 'Myself' shortcut for Assignee/Salesperson

    Background JobTracker contains several features that exist simply to "get things done faster". The Myself shortcut is one of these. If the Myself shortcut is defined for the logged in user, rather tha

  • Get rid of old assignees

    Question How do we get rid of assignees who no longer work for us – we have removed them from the user list, but they appear in the assignee list in activities.? Answer You either can inactivate or de

  • Multiple assignees for a job activity

    Question Can we have multiple people on the same job on the same task? Answer Yes, you can have multiple assignees for any activity. The drop-down lists let you pick a single assignee, and the  “Selec

  • How do I add multiple columns to a shop view?

    Question I'd like to have more columns show up in the shop view. How do I add them? Answer On shop views, the default is to show a single column, but you can add columns for assignees, activities, or

  • Changing or Adding Calendar Views

    In this article View a Conventional, Monthly Calendar View a Calendar by Assignees Background The Calendar can be customized by creating Views. In addition to creating shared Calendar Views for use th

  • Using Shop Settings / Shop Users

    Shop Users were designed to make it easy for a user to see a list of their assigned activities in priority order and to update activity statuses to provide real time activity status to everyone in the

  • Why is an appointment not appearing on my Calendar?

    There are two parts to making sure that an appointment (or an activity) shows up on your calendar view - first you have to make sure that you fill out the appropriate fields on the appointment and the

  • Summary of JobTracker icons

    Question There are several icons that appear on the calendar and jobs page in JobTracker. What do they all mean? Answer - This activity is happening today - This activity is late - An assignee is

  • Calendar View: How do I show a calendar for just one person?

    It's easy to limit any calendar view to just the activities assigned. Starting from any existing calendar view, click on Options and then choose the appropriate person from the Assigned To dropdown li

  • Color-code the calendar by the templater

    Question I'd like to color-code the calendar so that each template appointment is colored by the name of the templater. How do I do that? Answer You can change the color-coding on the calendar. Here's

  • Step 9: Creating Users & Assigning Roles

    In this article Video tutorial Step-by-step instructions Background Users are internal people who log into JobTracker. Each person using JobTracker should have their own username and password to accou

  • Adding a User - JobTracker

    Background Users are internal people who log into JobTracker. Each person using JobTracker should have their own username and password for accountability and tracking change history on Jobs. When addi

  • 4. Only schedule activities when people (and other resources) are available

    It might seem obvious, but one of the main reasons people use a calendar - any calendar - is to avoid double-booking and to make sure you keep your commitments. Customers love it if you show up when y

  • Calendar View: How can I show a conventional monthly format?

    Overview A monthly calendar is great if you're the owner or manager of a countertop shop, or if you previously used a whiteboard to manage your schedule. This is how to create a monthly calendar

  • Creating an Activity Series

    Background Activity Series are used to schedule activities spanning multiple days. Members of a series are indicated with a icon. When editing or creating Job Activities, an Activity Series can be

  • Form Field Data Types

    Data Types Related Info - Display existing fields from your database Job Info - Job and Account Info fields Activity Info - Job Activity Info fields such as date, start time, assignee etc. Form Info -

  • Defining Job Activity Types

    In this article Video tutorial Step-by-step instructions Background Job Activity Types are the steps in your process for completing each job that you want to schedule and track. These can include your

  • Step 2: Schedule An Activity

    Activities are the engine and transmission of JobTracker. If you commit to entering and updating Activities, then JobTracker will prove a powerful vehicle to drive your business operations. Decision R

  • Sales Leads - Creating Sales Reports

    In this article Report: # sales by salesperson Report: How customers found us Report: # sales activities Report: Lead-to-Job conversions Background Tracking sales leads and sales-related activities

  • Print information for installers

    Question Can you give me some ideas on how to set up printable views for installers to take with them in the morning? I only want them to see information that will be pertinent to their own day, not t

  • Step 10: Erase Your Whiteboard (Going Live)

    Finally, the step you've been looking forward to and perhaps dreading -- erasing your whiteboard and flipping the switch to Go Live with JobTracker This is where all the work and planning pays off and

  • Using Activity Packets

    Background Use Job Activity packets to print out forms or files based on activity type from the Calendar printable view. Calendar forms, job forms, account issues, job issues, quote forms, attached im

  • Print the Calendar

    Background The calendar can be printed as it appears on the screen or it can be printed in an alternate format using Calendar Printable Forms (see Related Articles). Step-by-step: print as it appears

  • Using the Calendar (Quick Reference)

    Calendar Quick Reference To access the calendar, select Calendar > View Calendar menu To schedule a new appointment or job activity, click anywhere on the calendar. To reschedule an appointment or job