How to set up appropriate favourites

Article author
Uptick Customer Support
  • Updated

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. 

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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.


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

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