Tuesday, 6 March 2012

OfficeBooks Help - The Dashboard

The dashboard presents a “snapshot” overview of your business, allowing you to make informed decisions based on up to date information.

You can view action items and events, add to your To Do list as well as upload files and perform scheduling tasks.


Action Items

Action items (alerts) are automated reminders of tasks which need to be completed so nothing gets overlooked.

For example, OfficeBooks action items will alert you when a purchase order requires approval or you have shipped product to a customer and an invoice needs to be issued.
The value column shows the number of items requiring action.

Learn more about Action Items


Latest Events

This is a list of recent activities OfficeBooks tracks for you.

Radio buttons to filter the latest events based on your selection.  The default view shows all latest events.
You can also filter on Sales or Shipments.

Event Links: each item in the events list will take you to the details about the item, work or purchase order, etc.

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