Service Production

💡These articles explain the Service Production Board and how to manage projects, tasks and timekeeping and invoice the time.

Articles#

• Invoice Timekeeping Tutorial: Shows how to set up hourly billing, allocate rates to staff, approve timekeeping records and add them to a customer transaction.
• Production Board: Describes the Production Board for hourly services, with its settings and the Projects, Tasks and Board (Operators and Categories) views and Add a New Task popup.
• Projects Tutorial: Shows how to work with projects on the Production Board: open linked transactions, update statuses and due dates, and add and update tasks and timekeeping.
• Tasks and Timekeeping Tutorial: Shows how to add, edit, assign and filter tasks on the Production Board and start, stop and edit the timekeeping recorded against them.
• Views Tutorial: Shows how to open the Production Board views: the projects list, each user's tasks, the operators' and task categories' boards and a project's tasks.