Checklists

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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

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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

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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

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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

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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

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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

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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

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