WorkBook Online Help
The WorkBook Online Help provides you with information about the features, fields, and options available in WorkBook. It also provides step-by-step instructions to help you complete your tasks or configure WorkBook to meet your needs.
- Related Topics:
- Dashboards
Use Dashboards in WorkBook to view internal and external data all in one place. Dashboards are a convenient tool to view and access databoard and external website information through widgets. - Inbox
Use Inbox in WorkBook to keep track of your tasks and communicate with team members, co-workers, clients, and prospects. - Tasks
Use Tasks to view and manage your assigned tasks and pipeline activities and approve and follow-up on items that need your attention. - Time and Expense
WorkBook Time & Expense helps you manage your time sheets, whereabout entries, and expenses, including mileage and material expenses. It also provides you with information about your user settings, absence and flex day records, personal expenses, and purchase orders. - CRM
Use CRM to manage your business' relationships with clients and potential clients, build healthy pipelines, and identify the right opportunities for your organization. You can monitor your and your business' interactions with existing clients, identify prospects, create pipelines and pipeline-related activities, and perform twelve-month summary forecasts. These will help improve sales, boost profitability, and enhance customer service. - Resources
Use Resources to define the resources involved in your projects on WorkBook in Resources. These include employees, companies, suppliers, clients, connections, competitors, and technical resources. After adding the resources involved in your projects, you can update the information about these entities as needed. - Jobs
Use the Jobs module to manage jobs and the conversations, tasks, price quotes, purchase orders, invoices, costs, and email messages related to them. It contains the following submodules: - Scheduling
Use Scheduling to view, monitor, and manage bookings, task allocation, and capacity for resources and resource groups. - Finance & Administration
In Finance & Administration, you can perform financial transactions such as posting journals to the general ledger, creating budgets, cash flow forecasts, and net revenue forecasts, adding accounts, generating financial reports, processing debtor and creditor invoices, performing month-end tasks, administrative follow-ups, and cost entries, and exporting financial data. - Settings
Use Settings to determine how your company's WorkBook system will flow. You can configure global system variables, company variables, filter criteria, and resources. - List of Reports
This section provides the number, name, overview, and location of each report in WorkBook. - Admin
Use Admin to learn about Administrative functions and related tasks and how to perform them.