Overviews Questions

Overview: The Contact Page#15300:03:59: Everything centers around contacts in WORKetc. Contact pages list all activities, correspondence, files, and comments related to that client at a glance. Edit your contact, set permissions, manage tags, and manage other settings here.
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ContactsOverviews
Overview: Using Permissions - Part 1 of 3#14600:02:30: Permissions control access to WORK[etc] as a whole as well as the individual modules and activities.
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PermissionsOverviews
Overview: Timesheets#27900:03:42: Timesheets are a way for you to keep track of time either for internal tracking purposes or for external billing purposes. You need to setup up activities to categorize your timesheets. You can do this by going to “Settings” > “Timesheets”. Then, you can create timesheets from a variety of places, most notably from “Work” > “Timesheets”.
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OverviewsTimesheets
Overview: What Limited Access to a Contact Means - Part 1 of 2#25300:01:32: Change the permission settings of the employee in question to "Limited" contact access, and then edit the individual contact's "Shared With" setting in full edit view.
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Overviews
Overview: Project Types#25100:02:44: Project Types are merely sets of project stages. You can use them to track a project by stage instead of relying on a progress bar. You configure them by going to "Settings" --> "Project". It's best to start off with one set of project stages and then add more as needed. You can change them at anytime, color code them, rename them, delete them, and change the order they display in.
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OverviewsProject Overviews
Overview - Contact versus a Lead#245: A contact is the central storehouse. A lead is something that gets affiliated with a contact.
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ContactsSales LeadsOverviews
Overview: Smart Lists#14800:03:03: Smart Lists are kind of like saved searches which allow to quickly see searches through your data. They're configured by going to "Reports" --> "Smart Lists". You can create as many as you like and some can show you different pieces of data. You might want to see all projects assigned to you in high priority quickly. A Smart List could do that for you among other things as well.
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OverviewsSmart Lists
Overview: Using Custom Fields#14700:07:35: Custom field groups allow you to track additional relevant information about your Is there additional information you'd like to track on your projects, leads, contacts, and other activities that WORKetc's standard forms don't cover? Create and implement custom forms for tracking data relevant to your business specifically - by heading over to Settings > Custom Fields.
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OverviewsCustom Fields
Overview: Difference Between Employees, Persons, Companies, Branches, and Workgroups?#11500:04:24: Employee = Someone who has a paid license to WORK[etc]. People (Person) = A person type contact is someone who is an individual. Depicted by a silhouette icon Company = A company type contact can have a set of persons associated with it. Depicted by a building icon Branch = Within a company type contact, you can create branches to see which employee is a member of which branch Workgroup = A set of employees. It's kind of like a distribution list to make it easy to assign items to employees.
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ContactsOverviews
Overview: Project Management -- How a Project comes Together in WORK[etc]#10900:04:56: What is a Project? How to create a Project? What are the ways to view a Project?
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OverviewsProject Overviews
Overview: Projects, Sub Projects and To-Do's Explained#9600:02:09: Projects act as a parent folder for everything pertaining to your work with a client. Sub-projects then act as milestones, or phases that divide up the parent project. Tasks can then be seen as the individual things that need to get done on a daily basis.
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ToDos (Tasks)OverviewsProject Overviews

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