Tuesday, January 30, 2024

Days to display closed tasks

Hello everyone! We are back with more exciting details about what our wonderful application can do for you. This time, we want to talk about being able to display closed tasks. First we start off by talking about the ability to add a Start and End time on tasks, which will control for how long these will be displayed on an employee's device.

For example, we have a task called "Peanut Butter & Co.", which is scheduled to start on November 1st, 2023 and end on January 25th, 2024:

Setting up jobs like this will help employees focus only on the pertinent tasks, and avoids having them, as well as the people in charge of uploading the tasks list, to have to maintain these manually in case they handle long lists and don't want the field staff to have many jobs that are already expired. Using this feature, employees won't see the "Peanut Butter & Co." listed on their handset starting January 26th.

Of course, that's not all, as you probably noticed by the title of this article... What about the times that a project needs to be extended or worked on due to additional customer requests? Well, instead of having the job expire and deleting and re-adding it to the system, you can just stretch that time for as long as needed without having to make any additional changes to the project list. Just select how many days you need, and you are good to go!

To do this, go to the Administration tab and select Preferences. Then, look for the option called "Days to display closed tasks" and type the amount of days that the tasks should be displayed after they are closed:

Click on save, and that will take care of it!

We hope you like this feature, stay tuned for more tips to come...

--Econz Team

Monday, January 22, 2024

New Report: Field Worker Task List Report

Well, here we are again with a brand new report for your organization! As always, we are thinking of ways to make your lives easier, so we thought: why don't we create an easy way to show all tasks that employees have on their application? As we all know, job costing can get very complex, and even more so on a company that is growing or constantly getting new projects, so we wanted to provide a better way to view the big picture of what is going on.

Instead of going to the "Maintain Task/Customer List", which is better suited for managing jobs into teams or users, you will now be able to use the "Field Worker Task List Report"; and with just a few clicks, you will have all the necessary information.

Let's check it out! We would go to the Reports tab and look for the Administration section:

Once inside, you can select from the very well known options that Econz offers, such as generating a CSV or online-view report from a specific time frame; which is very useful if you are handling date based projects.

Here is an example of what the report looks like:

Click on image to enlarge

Let us know if you have any questions or comments, and until next time!

--Econz Team

Thursday, January 4, 2024

Timesheet Restricted Tasks

Hello everyone, today we have an interesting topic related to Timesheet Signoff: how to enable and use Timesheet Restricted Tasks. There might be the case where an organization needs to restrict employees from sending timesheets with certain tasks. These could be something like expired projects, or activities (subtasks) that an individual is not meant to work on, placeholder tasks that might be needed to integrate with another system, or it could even be extracurricular activities...!

Let's see how to set this up. First we go to the Administration tab and select "Configure Timesheet Settings" within the Staff section:

Scroll down until you find the "Timesheet Restricted Tasks" section:

If you want to prevent employees from signing their timesheet, tick the checkbox for "Prevent Timesheet Signoff with Restricted Tasks", otherwise, if it's left unchecked, then the employee would just get a warning prior to signing their timesheet.

Next, we have to select the Restricted Tasks. For example, we want to use "Team Building", so we search for it, then click the "Add" button:

After that, it will be added to the list of restricted tasks:

Finally, click the "Save" button at the bottom of the screen and you are done!

Let us know if you have any questions or comments; we have more exciting news coming up!

--Econz Team