Productivity
Tracking productivity
26 articles
- Main Page (Workflow)Kanban board for tracking submitted sales orders through every stage of production.
- Managing Jobs in WorkflowMove, assign, label, and complete jobs on the Workflow Kanban board.
- Line Item Card (Workflow)Track individual line items as separate cards on the Workflow page, with their own statuses and movements.
- Summaries (Workflow)View cumulative order value, invoiced totals, and outstanding amounts per status column on the Workflow page.
- WorkflowTrack jobs through customisable stages, monitor progress at the column and line-item level, and mark work as complete.
- Status Column (Workflow)Create and configure custom status columns to match the shop's production workflow.
- Workflow SettingsConfigure default behaviour, notifications, and column rules for Workflow.
- Planner Board: Day/week/month Views, Colour, Filters and Display OptionsDay, Week and Month views, the Orders column, colouring the board by assignee or workflow status, filters, and Planner Settings.
- Planner Saved ViewsSave a Planner board setup under a name, share it with the team, and set which view opens for you by default.
- Scheduling JobsPut a job on the Planner calendar, set when it runs, mark it complete, and flag it as blocked with a reason.
- PlannerOverview of the Planner: what you can do from the board, who can access it, and where to find each guide.
- Custom Planner EventsAdd custom events to the Planner without linking them to a sales order.
- Main Page (Delivery Scheduling)Schedule deliveries to drivers and vehicles using a weekly calendar view.
- Scheduling Orders for DeliveryDrag, drop, and mark orders complete on the Delivery Scheduling calendar.
- Delivery Scheduling SettingsGenerate Run Sheets and configure vehicles, drivers, and working hours for Delivery Scheduling.
- Delivery Scheduling
- Timesheet Manager PageView, approve, and export every team member's weekly time entries from one centralised view.
- Approving, Unapproving, and Downloading TimesheetsValidate time entries before payroll, and download them in Excel format for records.
- TimesheetsTrack, approve, and export time entries against orders for payroll and reporting.
- Details Page (Timesheets)Detailed view of a Timesheet, including weekly calendar, time entries, and approval controls.
- Adding Manual Time Entries and Deleting TimesheetsAdd new time entries or remove existing ones to keep Timesheets accurate.
- Editing and Duplicating TimesheetsUpdate existing time entries or copy them to quickly log similar work.
- Timesheets: FAQsFind answers to common questions related to Timesheets.
- Timesheets: Accounting Integrations (QBO)Send Factory Timesheet entries straight to your accounting package.
- Timesheets: Accounting Integrations (MYOB)Send Factory Timesheet entries straight to your accounting package.
- Timesheets: Accounting Integrations (Xero)Send Factory Timesheet entries straight to your accounting package.