Workplace

The workstation gives you direct access to frequently used forms and templates.

Call up the workspace

If you are still using the old menu tree, select the star-shaped favorites icon to display the workspace. This is displayed in a separate tab.

In the new ribbon, the workspace is displayed at all times, regardless of the tab selected.

My settings

Favorites

Favorites are forms or functions that you access frequently.

Accountants could, for example, save a booking mask under favorites. Controllers would save certain reports as favorites.

To save a favorite, right-click on the tab name that you want to save as a favorite and select Save as favorite. The form is then displayed under the favorites.

Adding favorites

Simply drag and drop your favorites onto your personalized workspace as a template.

1. Go to the tab of the form with the mouse.

2. Drag the form onto the My favorites heading in the workplace menu. An input window opens.

3. Enter a name for the favorite.

4. Click on OK.

The favorite is added to the workplace menu. Click on the name of the favorite to open it in a new tab.

Changes or filters that you have made to a form are not saved under Favorites, but under Templates or Worklists.

Removing favorites

To remove a favorite from the workspace, right-click on its name and select Remove.

Templates

Templates are pre-filled forms that you can use again and again by simply adding a few missing details.

Pre-filled booking masks for frequent business transactions are a practical example. Another example is recurring accounting documents. When you add a potential, a quote or an invoice, you will always find the Create template button under the action buttons at the bottom of the screen.

Add templates

Simply drag and drop pre-filled forms onto your personalized workspace as a template.

1. Enter the values in the form that you want to save in the template.

2. Go to the form tab with the mouse.

3. Drag the form onto the My templates heading in the workplace menu. An input window opens.

4. Enter a name for the template.

5. Click on OK.

The template is added to the workplace menu. Click on the name of the template to open it in a new tab with all the values entered.

Removing templates

To remove a template from the workspace, right-click on the name of the relevant template and select Remove.

Worklists, intelligent lists

A worklist is a filtered list that you save under its own name. For example, you can create a list of all documents still to be processed or save a list of your tasks.

The following describes how you can create a list of your tasks.

In many overviews, e.g. the billing documents and contacts, you can save your preferred work list as a favorite.

To do this, simply right-click on the form tab name and select Save as worklist. When you call up the menu item again, the program starts automatically with the preferred worklist.

Setting worklists

The worklist concept applies to all tables in whose header worklists can be selected.

1. Go to the business object for the list settings

2. Select Workplace > My worklists

1. structured worklist menu

Under Workplace > My worklists you will now find a structured menu in which all created worklists are sorted. Additional folders can be created, renamed or deleted via the context menu (right mouse button).

2. the system standard as a recommended worklist

There is now a standard view in each table, which you can recognize by the designation "<form name> (recommended)". These lists are fixed and cannot be changed or deleted.

3. your saved worklists

All previously created worklists remain unchanged.

4. the favorites role

The view of a table was previously saved automatically and restored when it was reopened. This functionality is replaced by the worklist concept in that a preferred worklist can be marked as a favorite (click on the star behind the worklist). This favorite view is always loaded when a form is opened.

If no worklist is marked as a favorite, the recommended view is displayed.

5. restoring the last saved table view

We have retained the last automatically saved views of your tables. The status that each of your tables had when you left the system has been converted into a worklist. You can find these worklists in your workspace (click on the star above the menu) > My worklists > User-defined under the name "<form name> (name of computer)" (example: quotation (nb-technik5)). The worklists can of course be renamed afterwards and/or marked as favorites.

6. renaming

In this context, the name of the list filter in the overviews of comments, eCommerce, sales projects, customer projects, projects, time recording and time accounting has been uniformly renamed to work list.

Filtering tasks

Proceed as follows. The numbering corresponds to the numbers in the figure below.

Select Activities > Tasks.

1. Enter yourself as a user to display your tasks.

2. Enter the time period and possibly the project and/or contact for which you want to display the tasks. (Projects are not available in the Smart Line).

3. There are three task statuses: Pending, Started and Completed. It makes sense to only display the tasks that have not yet been completed.

4. Click on the work list icon or drag the Tasks tab to the My work lists menu item to save the list.

You can also filter by keywords or specific contents of table columns.

Saving the task list

After clicking on the to-do list icon, a dialog box prompts you to give the to-do list a name. Do this and click OK.

The filtered list is now a menu item in your workspace and can be called up directly.

Scoper

A scoper is an activity journal profile created individually for you. The activity journal is described in more detail elsewhere; it is essentially a function that automatically sends or displays notifications to you or your employees when certain events occur. This keeps everyone up to date at all times on exactly those events that are of interest to them.

The illustration below shows how you can define a scoper. You select Activities > Activity journal, define your settings and click on the list icon next to the Activity journal profiles field. A pop-up window will ask you to enter a name for the scoper. Once you have done this, the new scoper will be listed on your workstation and under the activity journal profiles.

How you can receive notifications via Slack is explained here.