Navigation
Dashboard
The Dashboard Module is displayed each time the User logs into Workhorse. From here, Users have immediate access to Calendar events, Master Search functionality, and assigned Notes and Tasks.
Note:
During the trial period, the Dashboard will feature a Welcome to Workhorse banner. The trial account is pre-loaded with demo data to demonstrate the functionalities of Workhorse. It is crucial to note that any data added during the trial will be erased upon selecting the Delete Demo Data button. We recommend waiting to delete this data until the end of the trial period.
Calendar
The Calendar feature provides a convenient shortcut to three types of Calendar events:
- Opportunity follow up dates (in brown)
- Quote follow up dates (in teal)
- Purchase Order (PO) required dates (in blue)
By default, all Calendar events are displayed. Use the filters to view one type of Calendar event at a time. | |
Use the arrow buttons to navigate to the previous or next time frame selected (day, week, or month). | |
By default, the calendar displays the current month. To view another time frame select day or week. | |
Calendar events are coloured as per the filters above. Click on the event to go to the associated Opportunity, Quote, or Purchase Order (PO). |
Master Search
Current User Tasks
The Current User Tasks section lists the Notes and Tasks assigned to the User which have a status of Note, New, In Progress, or Overdue.
Note:
The status of a task will automatically change to Overdue if it is not completed by the specified Required By date.
Click on a Note or Task to view or update the record. | |
Click + NEW to add a new Note or Task. | |
Click on the Search button to conduct an Advanced Search of your Notes and Tasks. | |
If you have a substantial number of Notes or Tasks assigned to you, use the navigation buttons to view more records. |
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