For any of those who know me, you'll know this is my favourite feature of Uptick. Simple, yet so, so effective. I like to think of them as 'folders', they can collect and keep information in them for whatever you choose. I like to stay away from things I can filter with other task things, like categories or assigned technician.
Rounds are so easy to use, here's how:
Setting up a round
The simple progress bars of each line relate to the status colours. They are a great way to view how the work in that round is tracking for the month/period you've set the round up for.
Creating a round:
1. Head to your tasks list
2. Select View Rounds
3. You will be able to view a list of all rounds with their associated percentage of completion. You are also able to search for a certain round via the filter fields above the list.
4. Click on Add round and fill in the required information, specifically the full name of the round. You can also assign a Due date, Technician, Branch and an Admin, as well as add notes to the round. Then click 'Save Round.'
Not only is it useful for tracking progress, you can filter by rounds on the asset list page, allowing you to set favourites to track certain tasks with ease.
Suggestions of rounds to get started:
The list of suggestions could go on, but really it is up to you how you'd like to use them for your business.
Happy rounding! Please contact your account manager if you need any assistance on this.