Schedule Tasks is shown in a table as per the image below
The below table shows the fields in Workflow and their description
| Field | Description |
| Client | The client on the job |
| Job Summary | The job name and the job number |
| Job Manager | The job manager on the job |
| Task Name | The task that has been allocated |
| Assigned To | The team member who has been assigned the task |
| Actual Hours | The actual hours put to the task |
| Allocated Hours | The number of hours that have been assigned to this team member for this task |
| Due Date | The due date of the task |
| Available Capacity | The available number of hours the team member assigned has for the month the task has been assigned |
| Synced | Indicates whether Xero Practice Manager is in sync with the task. A green light indicates all data is in sync, whereas an orange light indicates there are changes that have been made in Link that are queued to be updated in Xero Practice Manager. |
| Allocated Budget | The allocated hours multiplied by the team members billable rate for the month the task is scheduled |
Search
The search box in Workflow is a global search for all data in the table. It’s very fast.
Filters
Filters reduce the data shown in the table. By default Schedule Tasks will show ‘Unscheduled Tasks. You can update this to Scheduled Tasks, Completed Tasks or All Tasks using the selection box at the top of the page.
You can then start adding filters to refine your search.
To add a filter, select ‘Add Filter’ then select from the filter list. The next month will default to ‘Includes’, but you can update it with the following options:
- Includes
- Excludes
- Contains
- Does not contain
In the values box, add as many selections as you like to get the table to show what you are hoping to achieve. You can also add multiple filters to further refine your search.
Views
Views are a quick way to save a view you have created using different settings or filters. To create a new view select ‘New View’ then configure the view the way you’d like. Saved views will save the following:
- Scheduled/Unscheduled/Completed/All Tasks
- Fields shown
- Groupings
- Filters
- Searched text
- Field Width
Once you’ve created a view you’d like to save, click on the view dropdown and select save, then rename it to something that helps you identify the view.
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