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 |
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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.
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 | Where in Uptick |
Checking the creator of tasks, with no due dates (tasks that won’t be flagged as due by a certain date) | Tasks > Filter Author > Filter 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 | Where in Uptick |
Tasks created and ready to be assigned to a
technician | Task page > Status ‘Ready’ > Assigned
(Technician) filter > No assigned |
Tasks that are overdue | Tasks > (filter) Due Status: Overdue |
Tasks that aren’t assigned to a technician but
should be | Tasks > (filter) Assigned Tech > Filter
Subcontracted: No > |
Appointment notifications to be dispatched | Tasks > Scheduler > Appointments >
● (filter) Task status: Scheduled
● (filter) Scheduled After: date applicable |
Administrator
Scenario | Where in Uptick |
Ensuring all tasks at Completed status are
archived. Once they are Completed
● (Invoiced/Quoted/Dispatched all relevant
document) Out of sight, out of mind | Tasks > Status: Complete
● Bulk edit button to archive all at this status |
Quoting
Scenario | Where in Uptick |
Defect to be quoted from I&T tasks | Assets > Remarks >
● Applying applicable severities
● Property status: Active (most important)
● Status: Open |
Critical Defects to be quoted | Assets > Remarks >
● Severity: Critical
● Status: Open |
Defect & Service Quotes that are approved and
ready to be actioned | Defect / Service Quotes > Status: Approved |
Defect / Service Quotes > Status: Submitted | Filter ‘Review before’: today’s date |
Defect/Service Quotes sitting at Draft status, not yet submitted to client or can be voided | Defect / Service Quotes > Status: Draft |
Invoicing
Scenario | Where in Uptick |
Tasks ready to be invoiced | Task status: ‘Performed’ |
Billing Contracts to be reviewed before being
issued | Tasks > Status: ‘Office Review’ > Category:
‘Billing’ |
Finding Billing Cards that aren’t linked to your
integrated accounting software | Billing Cards> Filter: Linked to partner: NO |
Invoices sitting at Draft status | Invoices > Status: Draft > Filter Author: (your name) |
Billing Contracts to be reviewed or issued | Filter: Due Before (date) |
Billing contracts that have expired | Billing Contracts > Filter Has expired: Yes |
Operations/Service Manager
Scenario | Where in Uptick |
Tasks that technicians have set as re-visit required | Tasks > Status ‘Revisit’ > Filter Due Before:
Relative to now |
Tasks with no due date created by office person in particular (could be missed) | Tasks page > Filter Due status: Blank > Filter
Office Assigned: (relevant person) |
Tasks created by yourself to check on all tasks for any amendments needing to be made | Tasks > Author: (your name) |
Confirm there are no outstanding tasks allocated to a technician that has recently left the company | Users > Mark that user as inactive > prompts |
Annual Certification / Auditor reports due
(AFSS/AESMR etc) | Routine Servicing > (filter) ‘Routine Service Type’> (filter) ‘Due After’ = Beginning of month |
Operations/Service Manager
Scenario | Where in Uptick |
Remembering on each page you are applying the relevant branch filter should your company be utilising this filter | Every module within Uptick has the option to apply applicable Branches |
Keywords: favorite, favorites