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Helpdesk

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Activity overview

Latest activity by Helpdesk
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    Helpdesk created an article,

    Table tab

    1. Knowledge base
    2. Portfolio, Project and Task Management

    Overview Table is the default tab in Activity Сenter. In this view projects and activities are presented in a tabular format. The main elements of the Table tab are: Title bar with the view manage...

    • Helpdesk
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
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    Helpdesk commented,

    1. Community
    2. Feature suggestions
    3. Checklist for task

    Checklists functionality is added to both project and activity details - Checklist.

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    Helpdesk created an article,

    Company settings - custom fields - formulas

    1. Knowledge base
    2. Settings

    Overview In Birdview PSA, one of the commonly used custom field types is the Formula field. As the name implies, the value of a formula field is derived from a calculation involving a combination o...

    • Helpdesk
    • Updated
    • 1 follower
    • 0 comments
    • 4 votes
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    Helpdesk created an article,

    Checklist

    1. Knowledge base
    2. Portfolio, Project and Task Management

    Overview If you have a list of to-do items, a "first-things-to-do" list, to go with a project/activity, you can add a checklist to the project/activity details. It can be a handy tool for the activ...

    • Helpdesk
    • Updated
    • 1 follower
    • 0 comments
    • 1 vote
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    Helpdesk created an article,

    Planning - allocated hours calculations

    1. Knowledge base
    2. Resource Management

    Overview The system uses the company working schedule for unnamed and named resources when calculating allocated hours, with the default company schedule defined by the "Default no. of hours per da...

    • Helpdesk
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
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    Helpdesk commented,

    1. Community
    2. Feature suggestions
    3. Feature request: Custom Fields in User Area

    It's possible to create custom fields for users and show them in time entry custom reports.

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    Helpdesk commented,

    1. Community
    2. Feature suggestions
    3. Link to project/activity from report

    You can put a link to a project to a project description or a custom field, and include that field to the report.

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    Helpdesk created an article,

    QuickBooks integration

    1. Knowledge base
    2. Integrations

    Overview A one-way integration - QuickBooks is designed for Birdview PSA users to facilitate a seamless transfer of time logs to QuickBooks. This integration streamlines both payroll and invoicing ...

    • Helpdesk
    • Updated
    • 1 follower
    • 0 comments
    • 7 votes
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    Helpdesk created an article,

    Planning - groupings

    1. Knowledge base
    2. Resource Management

    Overview Resource planning is a critical component of efficient project management and organizational success. One of the key features that facilitate effective resource management is the ability t...

    • Helpdesk
    • Updated
    • 1 follower
    • 0 comments
    • 5 votes
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    Helpdesk commented,

    1. Community
    2. Feature suggestions
    3. Color formatting based on the custom field value

    Happy to announce that the color-coding of custom fields has been released.