JBX Tasks and Timesheets

Welcome to Tasks and Timesheets

Timesheets

There are two ways for recording time in JobBag online (JBX) using the create button or the timesheet icon.

"Create" button  Allows you to log time in JobBag with or without a task

The timesheet icon serves as a universal symbol for time tracking against tasks, making it easy to spot and access no matter where you are within JBX, the dashboard, the calendar, task lists, my active tasks, my past tasks.

Tasks

Tasks can be created in JobBag using the create button located on the top left hand side of the tasks and timesheet feature.

Tasks in JobBag online (JBX) can be used to assign and schedule a specific activity that needs to be completed for an employee. Tasks can be assigned to an employee a group of employees, have a defined start/end date, and budgeted hours. Timesheets are logged against tasks so that they can be tracked and managed. Tasks can range from simple actions like sending an email or making a phone call to complex projects such as concept development, design, developing software or planning an event.

Items

Items can be created in JobBag using the create button located on the top left hand side of the tasks and timesheet feature.

Items are used in JobBag online (JBX) to record studio/production items onto a job. This allows the items used for a project to be tracked and then on-billed to the client. Items can range from such things as scans, FTP file uploads, colour laser proofs and art materials.

Manage your Tasks and Timesheets

In JBX we understand that different users have unique preferences when it comes to managing tasks and timesheets. That's why we've designed two distinct views to cater to varying needs and preferences, allowing you to choose and switch between the interface that best suits your workflow: the calendar view and the task list view.

Let's explore the features available within the Calendar View:

The calendar view offers a versatile and comprehensive way to view your tasks, timesheets, and other important events.

• Day/week/month view: The Calendar View provides flexibility with multiple viewing options. You can switch between day, week, and month views to get a detailed or broader overview of your schedule, depending on your preference and workflow.

• Task display options: You can choose to include both incomplete and complete tasks or toggle between them to focus on specific task statuses.

• Tick options to control visibility: Control visibility and customise the calendar to suit your preferences. Tick options to show weekends, show tasks, show timesheets, show public holidays, show leave and show items.

• Spot the timesheet icon: The timesheet icon serves as a universal symbol for time tracking against tasks, making it easy to spot and access no matter where you are within JBX, the dashboard, the calendar, my active tasks, my past tasks.

• Click on the Create Button: Located top left. The "Create" button within the Tasks and Timesheets feature offers versatile functionality, allowing users to create various actions such as logging time, tasks and items.

• Leave Events: Annual leave, personal leave and public holidays can be viewed and managed in the calendar view.

• Edit/duplicate/delete tasks and timesheets: Instead of recreating similar tasks or timesheets from scratch, users can duplicate and edit existing ones saving a lot of time and effort. Use the 3 dots (ellipsis menu) on the task/timesheet to edit/duplicate or delete.

• Drag and drop: Tasks and timesheets can be dragged from one day to the next.

• What’s on my plate calculation/capacity bar: The "What's on my plate" calculation is located on the capacity bar and used to determine your workload/capacity. If the workload exceeds the capacity, the capacity bar will turn grey which indicates potential overload of work allocated. Your timesheets are tracked against capacity so that you can monitor your daily timesheet completion against capacity.

Switch to List View: In addition to the calendar view, you can easily switch to a list view for a more structured and detailed representation of your schedule and tasks. The list view offers a comprehensive overview of all events and tasks, making it easier to manage and prioritise your workload.

Let's explore the features available within the list view:

• Active task list: Here you will find active tasks which are due within the next 7 days.

• Past task list: Here you can find active and completed tasks prior to today.

• Search functionality: The search functionality allows users to easily find specific tasks by entering keywords or filters. Using the search functionality users can create custom task lists to suit their workflow and preferences.

• Click on the Create Button: Located top left. The "Create" button within the Tasks and Timesheets feature offers versatile functionality, allowing users to create various actions such a create an event, a timesheet, create a task and items.

• Task display options: You can choose to include both incomplete and complete tasks or toggle between them to focus on specific task statuses.

• Tick options to control visibility: Control visibility and customise the list view . Tick options to show the timesheet icon, auto timer icon, task name, job number and description, assigned to details, number of days to complete the task, task start date, task due date, task status, task progress, task completed.

• Spot the timesheet icon: The timesheet icon serves as a universal symbol for time tracking against a tasks, making it easy to spot and access no matter where you are within JBX, the dashboard, the calendar, my active tasks, my past tasks.

• Progress Bar: Display the progress bar to visually represent the completion percentage of tasks. It provides a quick visual cue of how much work has been done and how much remains to be completed. Red will indicates that the task has gone over budget.

• Automated Timing: The auto timer feature starts timing automatically once it's activated or triggered; it begins counting the time as soon as it's initiated. Don’t forget to stop it to create a timesheet!

• Switch to calendar view: In addition to the list view, you can easily switch to a calendar view.

Need more help? 

Please contact support call 02 8115 8090 or email support@jobbag.com