JBX Tasks and Timesheets
- 5 Minutes to read
- Print
- DarkLight
JBX Tasks and Timesheets
- 5 Minutes to read
- Print
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback
Welcome to Tasks and Timesheets
Timesheets
There are two ways to record 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.
Locate the Timesheet icon to log hours against a task.
The Timesheet icon is a universal symbol for time tracking in JBX, making it easy to find and access from anywhere—whether you're in the Dashboard, Calendar, Task Lists, My Active Tasks, or My Past Tasks.
Tasks
Tasks can be created in JobBag using the Create button, located in the Tasks & Timesheet feature (top left).
In JobBag Online (JBX), tasks are used to assign and schedule specific activities that need to be completed by an employee. Tasks can be assigned to a single employee or a group, with defined start and end dates, as well as budgeted hours. Timesheets are logged against tasks to track progress and manage workloads efficiently.
Tasks can range from simple actions, such as sending an email or making a phone call, to complex projects like concept development, design, software development, or event planning.
Items
Items can be created in JobBag using the Create button, located in the Tasks & Timesheet feature (top left).
In JobBag Online (JBX), items are used to record studio and production expenses for a job. This enables tracking of materials and services used in a project, which can then be billed to the client. Items can include scans, FTP file uploads, color laser proofs, art materials, and more.
Events
Events can be created in JobBag using the Create button, located in the Tasks & Timesheet feature (top left) and the Diary tab of the Jobs window.
In JobBag, diary events are used to schedule meetings or set reminders linked to specific jobs or projects. They help organize recurring internal WIP meetings, important external client meetings, and annual or personal leave requests. These events also assist in tracking key dates such as deadlines, talent rollovers, and birthdays.
Diary events can be shared with team members, include alerts for upcoming meetings, and integrate with external calendars like Outlook or Google Calendar. Most importantly, they simplify timesheet entries for selected events. Typically, events are scheduled within the active Diary calendar or in the Diary tab of the Jobs window.
Manage your Tasks and Timesheets
In JBX, we understand that every user has unique preferences for managing tasks and timesheets. That’s why we’ve designed two distinct views to accommodate different workflows. You can choose and switch between the interface that best suits your needs: Calendar View and Task List View.
.gif "managetasksandtimesheets(1).gif")
Calendar View Features in JBX
The Calendar View provides a versatile and comprehensive way to manage your tasks, timesheets, and other important events.
Flexible Viewing Options
Day/Week/Month View: Switch between different views to get a detailed or broader overview of your schedule, depending on your preference and workflow.
Task Display & Visibility Control
Task Display Options: Choose to include both incomplete and completed tasks or toggle between them to focus on specific task statuses.
Visibility Customization: Adjust your calendar view by selecting options such as Show Weekends, Show Tasks, Show Timesheets, Show Public Holidays, Show Leave, and Show Items.
Key Features for Managing Tasks & Time
Timesheet Icon: A universal symbol for time tracking against tasks, making it easy to spot and access from anywhere in JBX, including the Dashboard, Calendar, My Active Tasks, and My Past Tasks.
Create Button (Top Left): Located in the Tasks & Timesheets feature, allowing you to log time, create tasks, schedule events, and add items.
Ellipsis Menu (Three Dots) on Events: Use this to add a timesheet or forward an invite.
Managing Leave & Events
Leave Events: View and manage annual leave, personal leave, and public holidays directly from the calendar.
Edit/Duplicate/Delete Tasks, Timesheets & Events: Save time by duplicating and editing existing entries instead of creating them from scratch. Use the ellipsis menu on a task, timesheet, or event to edit, duplicate, or delete it.
Enhanced Usability
Drag and Drop: Easily reschedule tasks, timesheets, and events by dragging them from one day to another.
"What’s on My Plate" & Capacity Bar: This feature calculates workload capacity. If your assigned work exceeds capacity, the capacity bar turns grey, indicating a potential overload. Your timesheets are tracked against capacity, helping you monitor daily timesheet completion.
Switch to List View: For a more structured and detailed representation of your tasks and events, switch to List View, which provides a clear overview to help manage and prioritize your workload efficiently.
List View Features in JBX
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.
Task Lists
Active Task List: Displays active tasks due within the next 7 days.
Past Task List: Shows both active and completed tasks from prior dates.
Search & Customisation
Search Functionality: Easily find specific tasks by entering keywords or applying filters. Users can create custom task lists tailored to their workflow and preferences.
Task Display Options: Choose to include both incomplete and completed tasks or toggle between them to focus on specific statuses.
Visibility Controls: Customise your List View by selecting options to show or hide details such as:
Timesheet icon
Auto timer icon
Task name
Job number & description
Assigned to details
Number of days to complete the task
Task start & due dates
Task status & progress
Task completion status
Key Features for Task & Time Management
Create Button (Top Left): Located in the Tasks & Timesheets feature, allowing users to create events, timesheets, tasks, and items.
Timesheet Icon: A universal symbol for time tracking against tasks, making it easy to find and access from anywhere in JBX, including the Dashboard, Calendar, My Active Tasks, and My Past Tasks.
Progress Bar: Visually represents task completion percentage. A red bar indicates the task has exceeded its budget.
Automated Timing: The auto timer starts tracking time automatically once activated. Don’t forget to stop it to generate a timesheet!
View Switching
Switch to Calendar View: Easily toggle between List View and Calendar View for a different perspective on your tasks and schedule.
Need more help?
Please contact support call 02 8115 8090 or email support@jobbag.com
Was this article helpful?
