Core Concepts Questions

Core Concept#1: Just about Everything Goes back to the Contact#122: On the activity history tab you will be able to filter on just about everything in WORK[etc]
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Core Concepts
Core Concept#2: Attach Anything to Anything#11200:03:11: You can easily attach a todo to a project, or a project to a lead, or a support case to an event in WORK[etc]. Just navigate to the "Attached To" field or the "Lead" field within the item you're working on. If you ever get confused, you can just go back to the contact history to see just about everything affiliated with the contact.
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Interface Tips & TricksCore Concepts
Core Concept #3: The "Create New" Menu#12000:02:04: This powerful dropdown menu appears in most modules and activities in WORKetc and lets you create new comments, e-mails, files, events, ToDos, timesheets, projects, support cases, expenses, products, and other items from within current activities like projects or ToDos. The item you create will then be associated with the current activity.
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Interface Tips & TricksCore Concepts
Core Concept#4 - You can create items from top menu by clicking on the "+" icon or the pop-out icon#128: You don’t necessarily have to open an item to attach an item to it. WORK[etc] has at the top in the menus easy ways to create new items. Just go to the menu to what you’re interested in searching for and click on either the “+” icon or the pop-out icon
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Core Concepts
Activity History and Filters#13100:03:04: WORKetc captures everything related to a contact and stores this rich activity history as a filterable, customizable list on their contact record.
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ContactsCore Concepts
What is the Getting Started Wizard?#8200:01:00: This tool is designed to help jump start and simplify your experience with WORKetc by providing you with tools to quickly invite your team, set up permissions, create regional settings, and fill you in on how to get started.
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Core Concepts
What's the difference between a Project, ToDo or Timesheet?#13: ToDos are independent tasks with no affect on the progress of a project. Projects/Project Tasks are a collection of phases/milestones. Timesheets are recorded to keep track of the work performed.
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Core ConceptsGeneral Project QuestionsToDos (Tasks)Timesheets

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