Service Production: Views
Overview
BOS Enterprise lets organisations assign tasks to their staff and track the time staff take to complete those tasks. If applicable, these timekeeping records can be used to invoice customers. The interface to manage these records is known as the Production Board. This module is mostly used in the Service Industry. (See Production Planning for other industries.)
💡These tutorials explain how to access the different views and how to use the related functions.
How to View a List of Projects
- Navigate to Production.
- Click Menu (button) > Projects.
- Click an item on the list under Projects to see the related Tasks and Timekeeping records.
How Users Can View a List of Their Tasks
- Navigate to Production.
- Click Menu (button) > Tasks.
How to View the Operators' (Users) Board
The Operators' Board displays all the tasks per user. Each User is allocated a column, and their tasks are listed below that. Filters and grouping options are available from the top row buttons.
A context menu lets you navigate to the applicable Task or to Start and Stop Timekeeping.
- Navigate to Production.
- Click Menu (button) > Board (Operators).
How to View the Task Categories' Board
The Categories' Board displays all the tasks per category. Each Category is allocated a column, and their tasks are listed below that. Filters and grouping options are available from the top row buttons.
A context menu lets you navigate to the applicable Task or to Start and Stop Timekeeping.
- Navigate to Production.
- Click Menu (button) > Board (Categories).
How to View all the Tasks for a Project
- Navigate to Production.
- Click Menu (button) > Projects.
- Right-click an entry on the list of Projects and select Open Tasks View.
- The Tasks View opens with a filter applied to only show tasks for the selected Project.