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

How to create a favourite:

Set the filters/visible columns you're wanting to capture, then click the favourites button on the page.
Type a name for this favourite and click enter when you're done.

Adding the favourite to your dashboard:

Click the customise favourites button.
Choose and ❤️ the ones you're wanting to show here on the tiles. The name of the favourite will be what you see on the tile.
Note: The maximum favourites on this page is capped at 36 tiles, enough to have many quick links for all your workflows.

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.

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

How to set up appropriate favourites

Creating a favourite and adding it to the dashboard

Recommended Favourites