Create Agenda Screens & Priorities
Create and manage multiple Agenda Screens for different departments and work areas in your organisation. An Agenda Screen is a 'to-do' list & schedule for you staff to see what Job, Lead or Project tasks they should be working on, as well as any tasks currently behind & also what they will be working on next, you can also set different priorities to these, for more information, see below.
Make these screens available to your staff by seeing: Displaying an Agenda Screen.
Creating an Agenda Screen
To create an agenda screen, access your 'Settings' tab from your user menu panel and click into 'Agenda Screens' and follow the below steps:
- Click 'Create'.
- Enter a name for your Agenda Screen.
- Under 'Item' dropdown choose the area that this screen applies to, ie: Leads.
- Finalise by clicking 'Create'.
You will now be taken to your newly created Agenda Screen settings, now we can customise this further to include messages, assign members and add filters - continued below.
Customising your Agenda Screen
Once you've created an agenda screen you can further customise this as noted above, below you will see a breakdown on each button and it's features.
Update
By clicking 'Update' you can change the display name of your agenda screen.
Message
By clicking 'Message' you can add a message that will display on your agenda screen for staff to see.
Filters
By clicking 'Filters' you can further define the parameters of your agenda screen.
Members
By clicking 'Members' you can assign or remove staff to view the agenda screen from their dashboard. You can also restrict them to their own tasks.
Share
By clicking 'Share' you will generate a link to view your screen. See: Displaying an Agenda Screen.
Delete
By clicking 'Delete' you will receive a confirmation popup to delete the Agenda Screen. You'll never lose any deleted screens as these can be accessed from the 'Deleted' filter in your agenda screen settings.
Using and Understanding your Agenda Screen
View in live time, your agenda screen. Make adjustments on the spot which will flow through to a displayed Agenda Screen in your factory or warehouse.
- Click into a job to update start/target dates.
- Click into a job to change it's priority level.
- Upload any files or attachments.
- Add notes to jobs.
- View, assign or remove staff members to a task.
- See the progress against jobs.
Why should I have Agenda Screens setup? Let Agenda Screens take care of your workflow.
By using Agenda Screens in your organisation you will provide your staff with a personalised 'to-do' list & schedule, customisable to each department or work area. This will help reduce downtime between completing tasks, your staff will know what is required to be completed and when it is due. Your agenda screen will automate tasks from high to low priority.
For example: a job needs to be prioritised, so when you change the due dates or update the jobs priority this will update in your activity screen, for all of your staff to see.
Tip: keep a message displayed on your screen to help remind staff to log time, or use this feature to add an important note for that day.
Priorities
Access your priorities from the 'Settings' tab on your user menu panel, click into 'Agenda Screens' then 'Priorities'.
Creating a Priority
Access the Priority settings by following the step above.
- Click 'Create'
- Name your Priority
- Choose a colour that is to be displayed on the priority
- Finalise by clicking 'Create'
You can update existing priorities by clicking into it as shown below, change the name and/or colour, or set as a default and save your changes.
Please note: you can set a default priority for all leads/jobs to go into as they are created. To do this, simply click into your priority and click the 'Set as Default' button.
Assigning a Priority to a Lead or Job
You can assign or update a job or leads priority by following the steps below:
- Click into your lead or job.
- Click the 3 dot menu next to the lead or job name.
- Click 'Priority' & you will be taken to a new screen.
- Choose your priority from the dropdown.
- Attach a message to the priority (optional).
- Click 'Save Changes' to finalise.
Tip: you can update the priority from the Agenda Screen by clicking into the lead or job card, click the hyperlink and update as shown below.
Need more assistance? Check out our help video below, please note we are constantly updating and improving so some things may have changed!