- Monthly View automatically displays the current month with the background of today’s day highlighted in gray.
- If in List View click
in the Search By pane to find tasks for all jobs scheduled for tomorrow.
In either version, use the Search By filters to restrict the results:
Date Type
Job Date – Default. Date job was scheduled to occur.
Order Date – Job date or the date a write-up was ordered for a previously billed non-transcribed job.
-
Date From/Date To
List View only
Default is tomorrow. Change date range, if desired (see Date Navigator).
-
Task
Parts of jobs requiring separate resources. Default is ALL. Click
to restrict search to specific tasks (see Lookup panel). Task options are set in Lists > Jobs. -
Resource
Leave blank unless you want to monitor tasks for a particular resource. To see tasks for a single resource, see Looking up resources.
-
Priority Level
Order of preference or availability. Priority levels, including the default, are defined in Lists > Resources.
-
Resource Type
Profession(s) and/or other type of resource(s). Resource types, including the default, are defined in Lists > Resources.
-
Job No.
List View only
Single job number
-
Job Status
Stage the job is in, e.g., New or Cancelled. Default is ALL. Click
to restrict the results (see Lookup panel). Job status options are set in Lists > Jobs. -
Job Type
Categories of jobs requested by clients. Default is ALL. Click
to restrict search to specific job types (see Lookup panel). Job type options are set in Lists > Jobs. -
Business Units
Profit centers or parts of your business you track separately. Default is ALL. Click
to restrict search to jobs tied to specific BUs (see Lookup panel). BUs are set in Business Units. -
Case
Leave blank unless you want to monitor tasks for a particular case. To select a case, see Looking up cases.
-
Show Cancelled Tasks
Yes – Default. All tasks that fit the rest of the search criteria.
No – Reduced results returned, only active tasks.
Click . RB displays all of the tasks that meet the specified search condition(s) color coded by the related job’s job status. (Job status colors are set in System Preferences > Calendar > Job Status Color.) To:
- Add tasks: Click
> New next to the desired job number and enter a new task. See Entering tasks. - Record resource acknowledgements: Click > Set Acknowledged Date next to the job number of the task a resource has acknowledged. In the popup that appears, click Yes. The current date and time will be automatically entered in the Acknowledged Date column.
- Remove resource acknowledgements: Click > Clear Acknowledged Date next to the job number of the task with a date and time in the Acknowledged Date column. In the popup that appears, click Yes. The date and time will be deleted from the Acknowledged Date column.
- Manage tasks: See Monitoring task assignments.