Everything you need to know about managing Worksheets/BEO's/Production Sheets for your business.
Video 1 - Worksheets - Creating Templates and Managing Stages.
This video provides an introduction to using worksheets within the system to manage data and tasks. You will learn how to navigate the worksheet interface and perform basic configurations.
How do I access my worksheets?
To get started with your worksheets, you need to navigate to the main dashboard and select the Worksheets icon from the primary navigation menu. This will open up your list of active worksheets where you can see all the current projects you are working on.
💡 Action Steps
Navigate to the main dashboard
Click on the Worksheets icon
What is the worksheet overview screen?
Once you open the worksheets area, you'll see the overview screen. This screen displays a grid of all your existing worksheets, including their status, the date they were created, and the owner assigned to each one. You can use the search bar at the top to find a specific worksheet by name.
💡 Action Steps
View the worksheet grid
Check the status and owner columns
Use the search bar to locate specific worksheets
How do I create a new worksheet?
When you're ready to start a new project, click the 'Create New' button located in the top right-hand corner of the screen. This will prompt a pop-up window where you must enter a title for your worksheet and select a category from the dropdown menu before clicking 'Save'.
💡 Action Steps
Click the 'Create New' button
Enter a title in the required field
Select a category from the dropdown
Click 'Save'
How do I add columns to my worksheet?
To customize your data view, you can add specific columns. Click on the 'Column Settings' gear icon. From here, you can check the boxes next to the data fields you want to display, such as 'Due Date', 'Priority', or 'Assigned User'. Click 'Apply' to update your view.
💡 Action Steps
Click the 'Column Settings' gear icon
Check the boxes for 'Due Date', 'Priority', or 'Assigned User'
Click 'Apply'
How do I filter worksheet data?
If you have a lot of information, you can use filters to narrow down what you see. Click the 'Filter' button at the top of the worksheet. You can then choose to filter by status, date range, or specific users. Simply select your criteria and hit the 'Update' button to refresh the list.
💡 Action Steps
Click the 'Filter' button
Select a status or date range
Click 'Update' to apply filters
How do I edit individual rows?
To make changes to a specific entry, simply double-click on the row you wish to edit. This opens the inline editor. You can change text fields, update statuses, or modify dates directly within the row. Once you click away from the row, the changes are saved automatically.
💡 Action Steps
Double-click on a row
Modify the text or status fields
Click away from the row to save changes
How do I delete a worksheet?
If a worksheet is no longer needed, you can remove it. Select the checkbox next to the worksheet name in the main list. Then, go to the 'Actions' dropdown menu and select 'Delete'. You will be asked to confirm this action; click 'Confirm' to permanently remove the worksheet.
💡 Action Steps
Select the checkbox next to the worksheet
Open the 'Actions' dropdown menu
Select 'Delete'
Click 'Confirm'