Index
A
Access Panel adding master folder buttons 20 button layout 19 deleting master folder buttons 22
My tasks button 20 renaming master folder buttons 22 restructuring master folder buttons 23 adding a note to a task 45 adding an alarm to a task 47 adding tasks 39 alarms adding to tasks 47 editing 48 receiving notifications 48 archive folder, restructuring buttons 23 archiving completed jobs 35 attaching documents to tasks 44
B batch deleting completed jobs 29 batch updating jobs 33 batch updating tasks 51
C copying a completed job 29 creating jobs 25
D deleting a masters folder button 22 deleting jobs 29 deleting tasks 43 documents, attaching to tasks 44
E editing an alarm 48 editing job templates 31 editing jobs 28 editing tasks 41 enabling the My Tasks window 17
F finding jobs 33
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G
Gantt charts
Printing 50 viewing 49
J jobs archiving completed jobs 35 batch deleting completed jobs 29 batch updating 33 creating a copy of a completed job 29 creating for multiple clients 25 creating from a template 26 creating new 27 creating single task jobs 28 deleting jobs 29 editing 28 finding jobs 33 generating reports 55
M master job templates adding buttons 20 copying from existing template 31 creating jobs from a template 26 creating new templates 30 deleting master folder buttons 22 moving templates to another folder 32 renaming master folder buttons 22 restructuring master folder buttons 23 single task jobs 31 moving a master job template 32 multiple clients, creating jobs 25
My tasks button 20
N notes adding to tasks 45 viewing and editing 46, 47
O ordering tasks 43 overdue tasks, listing 17
P preference settings 15 printing
Gantt charts 50 task list 50
R renaming a masters folder button 22 repeated tasks, creating 50 reports
73
Index
jobs/tasks report 55 using the report builder 55 resource planning daily unit breakdown 66 setting staff availabilities 67 setting up 61 using 63 restructuring the masters folder buttons 23
S single task jobs 28 status task status, adding and editing 16
T tagging clients for jobs 25 tasks adding an alarm 47 adding new 39 adding notes 45 adding to To Do list 15 attaching documents 44 batch updating 51 creating repeated tasks 50 deleting 43 editing 41 editing an alarm 48
Gantt charts 49 generating reports 55 listing completed tasks 53 listing for staff member 53 listing not completed tasks 53 listing overdue tasks 17 ordering 43 querying tasks 53 rippling dates 42
Task Navigator 49 task status 15 viewing and editing notes 46, 47
To Do List, adding tasks 15
W window preferences 15 windows
Add New Folder 21
Archive Folders 35
Archive Jobs 35
Attached Documents 44
Confirm Archive 36
Daily Unit Breakdown 66
Delete Archive jobs 37
Edit jobs 34
Edit tasks 52
Edit User Availability 67
Find 33
Job Details 28, 31
Jobflow Options 15, 16, 17, 42
Jobflow Report Builder 55
74
Jobflow Manager 2015
List tasks for 53
Load Jobflow Report Profile 59
Masters Folders 20, 32
My Tasks 17
New Job 26
New Job Details 27
New Master Job Template 30, 31
New Repeat Task for 50
New User Availability 67
Reminder for... 48
Rename Folder 23 resource planning 63
Save Jobflow Report Profile 58
Search for a staff member 52
Select a User reference 64
Select Attached Documents 26
Select outstanding jobs to edit 34
Status Levels 16, 42
Task Alarms 47, 48
Task Alarms (Outstanding) 48
Task Details 41
Task Navigator 49
Task Note 45
Task Notes 45
User Availability 67
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