Setting up favourites can be a game changer to manage your daily, weekly and even monthly tasks.

At Uptick, we believe too many emails reduce productivity, so we support less emails and more use of our system internally, so your work is always sitting at the click of a button, literally.

Creating a favourite and adding it to the dashboard

Helpful tip: Favourites are what I like to call 'sticky fields', so they are only visible on your login, and not everyone in the business. Knowing this, make them completely your own and call them whatever you think will help recognise them quicker. Once your favourites are added to your dashboard, the tiles can be colour coded and rearranged to suit you and your workflows. Simply click on the pencil or drag them around.

Suggested favourites areas to get you started (more scenarios below):

Overdue tasks
Tasks not assigned to a field tech
Tasks not assigned to an office user
Tasks not assigned to a round, if you're using these. More info on rounds here if I've got your attention.
Tasks without a due date (to catch those ones that'll float around and not flag as overdue)
Tasks in performed status to be processed
Tasks with access review, vacant or revisit for access issues follow-ups.

The list could go on, but it is really up to you what you need to monitor each day so feel empowered to get creative!

Happy favouriting! Please contact your account manager if you need any assistance on this.

Colour coding and organising favourites

Hover your mouse cursor over the upper-right corner of a favourite tile and click on the pencil icon to reveal a selection of colours to choose from. You can also arrange the tiles to your liking by clicking and dragging.

Recommended Favourites

These recommended favourites outlined below, are simply a base line, to get you started. Please be aware that you may need to adjust the filters you use, to ensure you capture everything you need, depending on your standard business processes.

Manager

Scenario	Uptick page	Filters
Checking the creator of tasks, with no due dates (tasks that won’t be flagged as due by a certain date)	Tasks	Author: Applicable author Due status: Blank
Viewing all open tasks that fall under a particular branch	Tasks	Branch : Each applicable branch Status: Ready / Scheduled / Performed / Office Review / In Progress

Scheduler

Scenario	Uptick page	Filters
Tasks created and ready to be assigned to a technician	Tasks	Status: Ready Assigned (Technician): No assigned (Technician)
Tasks that are overdue	Tasks	Due status: Overdue
Tasks that aren’t assigned to a technician but should be	Tasks	Assigned (Technician): No assigned (Technician) Subcontracted: No
Appointment notifications to be dispatched	Tasks > Scheduler > Send notifications > Appointments	Status: Scheduled Scheduled After: Relative to now

Administrator

Scenario	Uptick page	Filters
Ensuring all tasks at Completed status are archived once they are Completed (Invoiced / Quoted / Dispatched all relevant documents) Out of sight, out of mind	Tasks	Status: Complete Once the filters are in place, select all the tasks: Edit X Tasks > Active: Mark as Archived > Apply Changes

Quoting

Scenario	Uptick page	Filters
Defect to be quoted from I&T tasks	Customer data > Assets > Remarks	Severity: Applicable severities Property status: Active NOTE: This filter is most important Status: Open
Critical Defects to be quoted	Customer data > Assets > Remarks	Severity: Critical Status: Open
Defect & Service Quotes that are approved and ready to be actioned	Defect Quotes / Service Quotes	Status: Approved
Defect / Service Quotes > Status: Submitted	Defect Quotes / Service Quotes	Review before: today’s date
Defect/Service Quotes sitting at Draft status, not yet submitted to client or can be voided	Defect Quotes / Service Quotes	Status: Draft

Invoicing

Scenario	Uptick page	Filters
Tasks ready to be invoiced	Tasks	Status: Performed
Invoices for fixed billing contracts to be reviewed before dispatching	Tasks	Status: Office Review Category: Billing
Finding Billing Cards that aren’t linked to your integrated accounting software	Billing > Billing cards	Linked to partner: NO
Invoices sitting at Draft status	Billing > Invoices	Status: Draft Author: Applicable name
Billing Contracts to be reviewed or issued	Billing > Billing Contracts	Due Before: Applicable date
Billing contracts that have expired	Billing > Billing Contracts	Has expired: Yes

Operations/Service Manager

Scenario	Uptick page	Filters
Tasks that technicians have set as re-visit required	Tasks	Status: Revisit Due Before: Relative to now
Tasks with no due date created by office person in particular (could be missed)	Tasks	Due status: Blank Office Assigned: Applicable person
Tasks created by yourself to check on all tasks for any amendments needing to be made	Tasks	Tasks > Author: (your name)
Confirm there are no outstanding tasks allocated to a technician that has recently left the company	People > Users	Status: Inactive View the user and click on the active tasks to see the listing of all tasks assigned to this inactive user.
Annual Certification / Auditor reports due (AFSS/AESMR etc)	Customer Data > Routine Servicing	Routine Service Type: Applicable Routine Service Type Due After: Beginning of month

Operations/Service Manager

Scenario	Uptick page	Filters
Remembering on each page you are applying the relevant branch filter should your company be utilising this filter	All	The branch filter has 2 variations of the filter name and can appear as: Branch Property Branch

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