Friday, 2 September 2011

Dashboard: the action item window

One of the benefits of moving your business management out of the world of spreadsheets and notebooks and onto OfficeBooks is that action items that result from one activity are automatically tallied and displayed for you.

From your main OfficeBooks dashboard, you should keep an eye on the action item window.  

In smaller, one or two person companies, this will help you walk through the process of order fulfilment.   

For companies with more staff, users can focus in on the action items that relate to their job.  Your shipping person will keep an eye on the "Sales ready to ship" line.  Your office manager might focus on Invoices required for shipments.

Clicking on any of the links brings you to the list of open action items in that category, so you can quickly deal with them.

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