Widgets will be seen in most modules and make it easy to see, edit or add notes, tags, tasks and files. This article explains what widgets are and how you can use widget effectively.
Widgets can be found on the right side when you select an item in one of the different modules.
You can hide or unhide the widgets section by clicking the 'widget button' in the upper right corner of your screen. On smaller devices with smaller screens the widget section will be hidden automatically.
Every part in the widget section can be showed or hidden by clicking the button. For example, you can hide a long list of notes, to make sure that you will see your documents.
Modules where you can use widgets:
Widgets consist of:
Notes are texts that you connect to an item to add important information about the item. Next to the note the time, date and author of the text will be shown.
You can directly edit or delete the note by clicking the button next to the note.
To add a new note, click on the 'add note quickly' button. Type your text and click on the plus on the right (it is also possible to add the note by clicking the Ctrl+Enter keys).
Examples of notes:
- Projects: meetings with customers
- Contacts: connect special information about the contact, like different locations.
Tags are keywords that you can connect to an item, by using tags it will be easier to filter or search for specific items.
Examples of tags
- Crew: add skills to specific employee (e.g. DJ or drivers licence). This will make it easier to search for the right employee while planning.
- Contacts: add the region as tag for contacts so you can easily create a list when you have to travel and have additional time to visit some customers.
Tasks show actions that need to be done. You can connect a task to an employee and can be completed by them. The widget section will show completed tasks and tasks that still need to be done.
Adding a task
You can add a new task by clicking the '+' button. A new screen will pop up where you can insert the information about the task.
Task: fill in what needs to be done
Deadline: the date that the task needs to be completed
Public: check this box if the task is for everyone. Don't check this box if this task is for a specific person. Fill in the name of the crew member(s) that this task belongs to.
Description: fill in any additional information you have about the task.
Tags: can be used to make it easier to search and filter in the task module later. An example is a tag for high priority.
Notes: you can connect notes to a task. Example given: the task is to call the customer, but you weren't able to reach the customer, you could put this in as a note.
Files can be slips of a project like callsheets or quotations but can also be a map of the location or a rider. Financial files like quotations or invoices will be added automatically. These documents will only be visible to account managers.
Adding a file
Click on the "drop a file or click to upload' box, or drag and drop a file in the box to upload a file.
Editing a file
Click on the button next to the file to edit, delete or download the file.
You can edit the following:
Readable name: this is the name that is visible to everyone.
For account managers only: check this box if the file should only be visible to account managers.
Definition: Explain what the file is about.