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 | 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 |
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Viewing all open tasks that fall under a particular branch | Tasks |
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Scheduler
Scenario | Uptick page | Filters |
Tasks created and ready to be assigned to a technician | Tasks |
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Tasks that are overdue | Tasks |
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Tasks that aren’t assigned to a technician but should be | Tasks |
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Appointment notifications to be dispatched | Tasks > Scheduler > Send notifications > Appointments |
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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 |
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Critical Defects to be quoted | Customer data > Assets > Remarks |
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Defect & Service Quotes that are approved and
ready to be actioned | Defect Quotes / Service Quotes |
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Defect / Service Quotes > Status: Submitted | Defect Quotes / Service Quotes |
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Defect/Service Quotes sitting at Draft status, not yet submitted to client or can be voided | Defect Quotes / Service Quotes |
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Invoicing
Scenario | Uptick page | Filters |
Tasks ready to be invoiced | Tasks |
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Invoices for fixed billing contracts to be reviewed before dispatching | Tasks |
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Finding Billing Cards that aren’t linked to your integrated accounting software | Billing > Billing cards |
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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 |
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Tasks with no due date created by office person in particular (could be missed) | Tasks |
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Tasks created by yourself to check on all tasks for any amendments needing to be made | Tasks |
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Confirm there are no outstanding tasks allocated to a technician that has recently left the company | People > Users |
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 |
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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:
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