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.
|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).
Current User Tasks
The status of a task will automatically change to Overdue if it is not completed by the specified Required By date.