Link Capacity

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Settings

• General Settings in Link Capacity
• Job Titles in Link Capacity
• Teams in Link Capacity
• Offices in Link Capacity
• Non-Scheduled Tasks in Link Capacity

Team

• Adding a new team member in Link Capacity
• Removing a Team Member from Link Capacity
• Assignable and Unassignable Team Members in Link Capacity
• Fields in the Link Capacity Team Table

Users

• Inviting New Users into Link Capacity
• Deleting Users from Link Capacity
• User Permissions in Link Capacity

Integration

• Link Capacity + Xero Practice Manager Integration Queues and Priorities
• Link Capacity + Xero Practice Manager Sync Types

Subscription

• Manage your Subscription in Link Capacity

Workflow

• Workflow Permissions in Link Capacity
• Fields in the Link Capacity Workflow table
• Managing Workflow Tasks in Link Capacity

Schedule Tasks

• Types of Scheduled Tasks in Link Capacity
• Fields in the Link Capacity Schedule Tasks Table
• Scheduling Tasks with Link Capacity
• Reassigning Tasks with Link Capacity

Manage Jobs

• Updating Jobs with Link Capacity
• Updating Job Budgets with Link Capacity
• Fields in the Link Capacity Jobs Table

View Capacity

• Drilling into Practice Capacity with Link Capacity
• How David's activities effect his available capacity
• Viewing Practice Capacity with Link Capacity