checklists
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Ability to update the Task Status off a Checklist
In TimeTrak from version 21.2.1, there is now the ability to easily update the task status off a checklist with an additional checklist item: “Update Task Status”
September 20, 2021
Changes to Checklist behavior – the same checklist will not pop for the same User/Job within a 24 hour period
From TimeTrak version 19.3.27, new behavior has been applied where the same checklist will not pop for the same user/job within a 24 hour period.
August 12, 2021
User Guide: Checklists in TimeTrak 21.2 to 22.2
Refer to this article for all functionality relating to Checklists in TimeTrak 21.2 to 22.2
July 8, 2021
User Guide: Checklists in TimeTrak 21.1
Refer to this article for all functionality relating to Checklists in TimeTrak 21.1
May 8, 2021
User Guide: Checklists in TimeTrak 20.1
Refer to this article for all functionality relating to Checklists in TimeTrak 20.1
April 8, 2021
User Guide: Checklists in TimeTrak 19.3
Refer to this article for all functionality relating to Checklists in TimeTrak 19.3
December 20, 2019
User Guide: Checklists in TimeTrak 19.2
Refer to this article for all functionality relating to Checklists in TimeTrak 19.2
October 7, 2019
Update Job Status on Checklist
Did you know that a checklist within TimeTrak Mobile checklist can now update the job’s status? TimeTrak version 19.2 introduces a new Checklist Item Type – Update Job Status which allows Mobile users to change a job status via a checklist. This item type can be used in TimeTrak Checklists […]
October 4, 2019
Tip: Multiple Disbursements on Checklist Items
Did you know that TimeTrak has an ability to add multiple disbursements to a Checklist Item? In earlier versions of TimeTrak, there is the ability to add a single stock item to a checklist item: A working example of this is if you wanted to prompt users to assign a […]
August 30, 2019
Tip: Multiple Checkout Checklists
Did you know that TimeTrak has an ability to create multiple event-based checklists to pop-up on TimeTrak Mobile one after the other upon check out of a job? This feature is useful when your TimeTrak Mobile user is required to fill-out different checklists before checking out from a Job, Task […]
August 13, 2019
Whitepaper: Checklist Item Templates
What are Checklist Item Templates? In TimeTrak, from version 19.2 onwards there is a new checklist item “Checklist Item Template”. A Checklist item template is a data template, which can be created to display certain data to a user within a checklist. A working example of where a Checklist Item […]
July 18, 2019
Tip: Images within Mobile Checklists
Did you know there is now the ability to add images to checklist items in TimeTrak from version 19.1.14 onwards? The ability to view images within a checklist provides visual information to the TimeTrak Mobile user via an image or diagram when completing a checklist. A working example of this […]
April 30, 2019
Tip: Event Based Checklist Behavior Altered in 4.0.51
In many business processes, there is a need to complete documentation, whether this be Health and Safety documentation, or obtaining a client signature as proof the work has been completed and they are satisfied with that work. In TimeTrak, this documentation is called a “checklist”, these checklists can be event-based […]
February 27, 2019
Tip: Viewing TimeTrak Checklist Attachment Files
In TimeTrak, from version 4.0.48, there is now the ability to view related checklist attachment files. Previously, these related attachment items were only able to be viewed via MYOB Exo if “Link Attachments to MYOB Exo Documents” was activated in Administration Console as shown below. Professional Under attachments, click on the “Edit Attachments” icon. […]
January 18, 2019
Whitepaper: Checklists in TimeTrak
Introduction to Checklists in TimeTrak To create a Checklist in TimeTrak, it is best to review your company’s established, paper-based checklist(s)/forms. Using these, you can add the fields that you would like to replicate to your TimeTrak Checklist. Anything that could be repeated in each Checklist or pulled from the […]
October 25, 2018
Draft Checklists in TimeTrak 4
Checklists can now be saved as a draft to be completed at a later time in TimeTrak Mobile. Read this week’s tip to find out more.
August 16, 2017
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