Contents
Welcome the Tutorial sectionHere you will find small videos explaining little parts of WorkBook V9 – together they make a whole.
To get a quick overview of some of the features of WorkBook take a look here.
The Inbox is where you probably always start your day. From here you can collaborate on tasks, tickets or jobs.
Watch these three videos to get a quick overview of the features of the Inbox.
The basic intro to how the Inbox works.
Do you need to add a client contact to a conversation or task? This is how!
You will receive a lot of different notifications in your inbox. Here’s an intro.
You to-do list is one of the essential parts of WorkBook. In Version 9 we made it even easier to register time on your tasks.
A quick overview of the to-do list and how to register time.
Should you fancy a Kanban view, WorkBook offers this as well.
The personal cost entry module is where you can do time registrations, expense entries and mileage entries.
A quick overview of the Time sheet and it’s functions.
Upload expense entries via the WorkBook Share app.
Register mileage via our app.
Jobs are how you handle your projects. Job can have plans with tasks (a schedule), price quotes, purchase orders, invoices and many more. This section of videos will give you a quick overview of how to deal with jobs.
This is the jobs 101 – creating a job.
This guide shows you how to print a PDF of a time plan but the general principle of printing a report is universal in WorkBook.
The Report Editor is a powerful tool to create or customize your own reports and have them just the way you with.
