Work

A collaborative space to work together—learn how to create new work, have visibility of what your team is working on, and for what clients.

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71 articles in this collection
Written by Ian Vacin, Andi Ancheta, and Erin Jamison
How-tos

Create work

To create a piece a work from scratch, you can go to the Global Add menu “+” and select Work.
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Written by Ian Vacin
Updated over a week ago

Using a Work Template to create work

Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to use one to create a piece of work.
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Written by Ian Vacin
Updated over a week ago

Customize a work template

Tailor one of the pre-populated work templates in your account to suit your firm's clients and unique workflows.
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Written by Ian Vacin
Updated over a week ago

Schedule work

You can schedule work items to repeat by setting them up on a schedule.
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Written by Ian Vacin
Updated over a week ago

Automators and Repeating Work

Work and Task due dates do not carry over for tasks in repeating work if they are affected by Automators controlling due dates/assignments.
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Written by Ian Vacin
Updated over a week ago

Moving tasks between work items

When you're unable to finish all the tasks in a work item, you can move them to another piece of work.
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Written by Ian Vacin
Updated over a week ago

Activity items for tasks & notes

Events will appear in your tasks and notes to indicate when certain activities have happened, providing you with an automatic audit history.
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Written by Andi Ancheta
Updated over a week ago

Delete work

To delete a piece of work, click on the Options menu "..." and select Delete.
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Written by Andi Ancheta
Updated over a week ago

Viewing Work

Selecting Work from the main menu will display all Work throughout your team
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Written by Andi Ancheta
Updated over a week ago

Revert work back to template

If you make changes to a Work Template, you can update work created from that template to reflect the changes.
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Written by Andi Ancheta
Updated over a week ago

Changes carried over to scheduled work

You will sometimes need to make updates or changes to a work item on a repeat schedule.
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Written by Andi Ancheta
Updated over a week ago

Estimating time and budgets on work items

Estimate how long a piece of work will take, assign a dollar value to it, and use this information to make better-informed decisions.
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Written by Ian Vacin
Updated over a week ago

Estimating time for a work item

Estimate how long a piece of work will take for each team member, and in total, and use this information to make better-informed decisions.
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Written by Andi Ancheta
Updated over a week ago

Adding a budgeted value to a work item

A budgeted value can be applied to a work item to assist with planning.
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Written by Andi Ancheta
Updated over a week ago

Determining your work team's involvement in a work item

Your work team lists anyone involved with a particular job for a client. Their involvement can come in a number of forms.
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Written by Andi Ancheta
Updated over a week ago

Moving items to different work

You can move items like emails or notes from one piece of work to another one.
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Written by Andi Ancheta
Updated over a week ago

Saving and editing a work view

Save your most-used work views to access quickly in the future.
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Written by Ian Vacin
Updated over a week ago

How to hide empty columns on Kanban

To hide empty Kanban columns select the toggle button to the right in Kanban and turn off the “Show empty columns” setting.
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Written by Ian Vacin
Updated over a week ago

Edit work team

A work team lets you keep track of anyone from your firm who is involved with a piece of work.
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Written by Andi Ancheta
Updated over a week ago

Exporting and downloading work items

You can download a spreadsheet of all your firm's work items
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Written by Ian Vacin
Updated over a week ago

Resetting a work item

Resetting a work item reverts the tasks and details back to the template it was created from, or the previous work item in the schedule.
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Written by Andi Ancheta
Updated over a week ago

Displaying Work in list mode

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Written by Andi Ancheta
Updated over a week ago

Viewing work for a client group

You can view work related to a client group in a number of ways.
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Written by Ian Vacin
Updated over a week ago

Downloading documents from a work item or contact

You have the option to download any file individually listed under Recent Documents, or bulk download them all.
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Written by Ian Vacin
Updated over a week ago

Removing an email from a timeline

If an email is attached to the wrong Work or Contact timeline, you can remove it by clicking X from the email’s timeline tray.
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Written by Ian Vacin
Updated over a week ago

Viewing your Kanban board

Your Kanban board lets you optimize your company's entire workflow management on a single screen.
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Written by Andi Ancheta
Updated over a week ago

Sorting your Kanban board

Your Kanban board is organized by columns. Using the view and sort menu, you can choose what these columns represent.
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Written by Andi Ancheta
Updated over a week ago

Files and documents on Work

For every job you manage, there are a number of files that are involved. Our app brings these all together.
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Written by Andi Ancheta
Updated over a week ago

Managing work budgets on your Kanban board

Time and budget estimates for work items across your can be viewed and analyzed using your Kanban board.
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Written by Ian Vacin
Updated over a week ago

How do I attach a new email to a piece of work?

Go to the Work you want to attach the email to, click on "Email" and compose the email directly from there.
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Written by Andi Ancheta
Updated over a week ago

Moving Work on your Kanban board

You can adjust priorities in real time by moving cards from one column to another.
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Written by Ian Vacin
Updated over a week ago

Pin a note or an email to the top of a timeline

Pin a note or an email to the top of a contact or work timeline for quick reference.
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Written by Andi Ancheta
Updated over a week ago

How to use work filters

Learn how you can use work filters to view only the work items that are relevant to you at any given time.
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Written by Ian Vacin
Updated over a week ago
FAQs

How do I update the start date of a work item?

You can change the start date of a work item by clicking 'Due' in the work header.
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Written by Erin Jamison
Updated over a week ago

How far out does work get created?

You have the option to create your work one day before the work start date to one year before its' start date.
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Written by Ian Vacin
Updated over a week ago

Why can't I export contact or work data?

Only users with admin user permissions have the ability to export data.
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Written by Ian Vacin
Updated over a week ago

How can I bulk reassign work and its tasks to a colleague?

You can bulk reassign the work and its tasks to a colleague within your work view, to-do view and the work item itself.
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Written by Ian Vacin
Updated over a week ago

Does work automatically reset to the template when I make changes on the template?

When you make changes to a work template, you must reset the work to the template to also update any work set up from that template.
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Written by Ian Vacin
Updated over a week ago

Why can't I sort my Kanban board by client?

You can only sort your Kanban board by client when you have applied a Client Group filter.
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Written by Ian Vacin
Updated over a week ago

Can I give different colleagues access to different pieces of work for the same client?

You can assign entire pieces of work or individual tasks to different colleagues.
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Written by Ian Vacin
Updated over a week ago

What data is carried across in a work schedule?

Setting work to repeat automatically creates future work items containing certain information from the previous work item.
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Written by Ian Vacin
Updated over a week ago

Can a piece of work have multiple work types?

No, each work item can only have one work type.
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Written by Erin Jamison
Updated over a week ago

How is the total estimated time for a work item calculated?

As you add time against team members, your estimates will be tallied up to provide a total estimate for the work item.
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Written by Ian Vacin
Updated over a week ago

How can I change the currency used to estimate work budgets?

The budget for a work item is measured in your the currency set in your company's settings.
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Written by Ian Vacin
Updated over a week ago

Is there any connection between estimated time and actual time tracked?

The estimated time and the total time tracked (via your integration with TSheets) are displayed together on a given work item.
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Written by Ian Vacin
Updated over a week ago

What happens when you remove a member of a work team with a time estimate?

You will have the option to add their time to another team member
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Written by Ian Vacin
Updated over a week ago

What activities will trigger a timeline event?

Events will appear on your timeline to indicate when certain activities have happened, providing you with an automatic audit history.
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Written by Andi Ancheta
Updated over a week ago

How do I search for a document?

Documents can only be searched within a client’s profile or a piece of work page.
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Written by Ian Vacin
Updated over a week ago

How can I see the work my colleagues are involved in?

The Colleagues Involved work filter will show all the work items that selected colleagues are working on (not just work they're assigned).
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Written by Ian Vacin
Updated over a week ago

Can I change the contact for a piece of work?

From the piece of work select the (...) and Change client. You will then be able to change the contact that is associated with the Work.
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Written by Andi Ancheta
Updated over a week ago

What information is displayed on a Kanban card?

Cards on your Kanban board represent individual work items—giving you their most useful information.
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Written by Andi Ancheta
Updated over a week ago

Where can I find the people involved with a piece of work?

All colleagues and clients involved with any piece of work are listed in the Details tab.
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Written by Andi Ancheta
Updated over a week ago

Why is a status not appearing as an option for a piece of work?

When you create a new workflow status, you will need to apply it to the work types you want to use it for.
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Written by Andi Ancheta
Updated over a week ago

Can I restore deleted items to a work timeline?

Yes you can restore emails, but not notes.
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Written by Ian Vacin
Updated over a week ago

Can I merge two pieces of work?

You can't currently merge pieces of work; however, you can move items from one piece of work to another.
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Written by Ian Vacin
Updated over a week ago

Are Tasks copied when I schedule a piece of work?

Yes, Tasks and the corresponding items are copied when you schedule a piece of work.
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Written by Ian Vacin
Updated over a week ago

Can I change the frequency on a work schedule once it’s been created?

No, the frequency that a piece of work is set to repeat cannot be edited after its initial setup.
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Written by Ian Vacin
Updated over a week ago

How far into the future does the work scheduler create work?

Setting work to repeat on a schedule creates a certain number of future items.
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Written by Andi Ancheta
Updated over a week ago

Why aren't all work items showing when attempting to add an email to a timeline?

If the work item you are searching for is not appearing, you should check if that item's work status is chosen to show in results.
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Written by Andi Ancheta
Updated over a week ago

Can I edit the schedule of a piece of work?

You can easily make changes to existing work schedules that have been set up.
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Written by Andi Ancheta
Updated over a week ago

Can I remove an email from a work timeline?

If an email is attached to the wrong Work or Contact timeline, you can remove it by clicking X from the email’s timeline tray.
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Written by Andi Ancheta
Updated over a week ago

Can I make work private?

If work is for a private contact then yes, it is private to the people on that client team.
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Written by Ian Vacin
Updated over a week ago

Can I delete a work schedule?

You can delete a work schedule once you click to edit.
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Written by Ian Vacin
Updated over a week ago

How do I rename or edit documents in a piece of work?

Go to the piece of work, and under Details > Recent documents, click on Manage.
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Written by Ian Vacin
Updated over a week ago

How do I upload documents to a piece of work?

Go to the piece of work, and under Details > Recent documents, click on Upload.
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Written by Ian Vacin
Updated over a week ago

Are work documents copied across to scheduled repeating work?

No, files and documents uploaded to work are specific to that work item and will not carry over to future work.
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Written by Ian Vacin
Updated over a week ago

Are documents and files attached to an email automatically added to a piece of work?

When you attach an email to a piece of work all attachments included in that email will be automatically saved in the work’s Details tab.
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Written by Ian Vacin
Updated over a week ago

Can I change the completion date on work in the app?

No. You can't manually change the completed date.
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Written by Ian Vacin
Updated over a week ago