Enjoy immediate access to crucial information without navigating through multiple screens. The My Work Widget simplifies task management and ensures on-time delivery for clients. This widget is designed to keep all your tasks and priorities in one place and help you monitor and manage outstanding work in one centralised widget located from your project dashboard to. Set it up to show your personal tasks and deadlines.
In addition to My Work widget, you also have the ability to configure the following widgets on your dashboard:
Widgets offer immediate access to important information without the need to navigate through multiple menus or screens. Users can get a snapshot of critical data at a glance while further allowing users to quickly mark tasks as complete, update statuses, or check off responsibilities directly from Matrak's dashboard.
How to set up your My work widget:
Set up one or multiple widgets customised by record types and statuses to easily track, update and manage workloads.
1. Choose Your Focus: When you first add a new My Work widget, it will ask you to select a Record Type and statuses. Once you've selected a Record Type from the dropdown, the following Apply Update dropdown will only show statuses related to the Record Type selected
2. Select Your Status: Next, pick the status that you're in charge of updating from the Update dropdown. There are two update statuses to select here. The first option is the Update from dropdown. which is the status that your Record Type you wish to update currently sits in. The second option is the Update to dropdown, which is the status you wish to update the Record Type to.
For example: If you select "In Transit" as your first option, the widget will display all Facade panels that are currently in transit. Then, in the second dropdown, you can easily update these statuses in bulk, like changing them from "In Transit" to "Arrived on Site."
3. Group your items: You can use the Group By dropdown to group your results by different fields such as floors or room. So you can easily filter and focus on specific areas of focus that you're suppose to be working on. (Max two groupings)
4. Update items in bulk: And if you want to quickly make status updates to your selected Record Type in bulk, hover over the checkboxes on the right hand side of the widget to update all items to the selected status in the Update to dropdown.
Now that your widgets are configured, easily gain a clearer understanding of your work and make updates all from the convenience of your Dashboard.
FAQ's
Can I create more than one My Work widget?
Can I create more than one My Work widget?
Yes, you can create and add as many My Work widgets to your dashboard as you like. Your dashboard is fully customisable so you can add and move around widgets that best suit your needs.
Can I rename my My Work widget?
Can I rename my My Work widget?
Yes, you can rename your My Work widget and any widget on your dashboard by simply double clicking on the current report name.