In RB9 when you schedule a job<\/a>, you include any services requested \u2014 reporting, interpreting, video, conference room, etc. \u2014 as tasks<\/a> in the job, not as separate jobs.<\/span><\/strong> That way if the job is canceled, all of the tasks are canceled too and nothing gets overlooked. You can also cancel individual tasks from a job without it affecting the rest of the job.<\/p>\n You can use either Tasks (List View) or Tasks (Monthly View)<\/a> to monitor tasks to see if they have been entered, assigned, and acknowledged. In List View you can see at a glance this information and other basic job information in the main window.<\/p>\n The job status for each task is listed and color coded for easy recognition. RB9 comes with default sets of tasks and job statuses which you can customize by adding, editing, and deleting entries<\/a>. You can also choose which colors represent different job statuses \u2014 including different colors for light or dark mode displays \u2014 in System Preferences<\/a>.<\/p>\n In either Tasks function you can:<\/p>\n When you change a task\u2019s start or end time \u2014 or assign or remove a resource \u2014 RB9 will record the details in the related job\u2019s Notes Log.<\/p>\n In Tasks (List View) you can use shortcuts from the list of tasks to:<\/p>\n The default task list shows all of tomorrow\u2019s tasks in a grid that includes:<\/p>\n Use search criteria to refine the list of tasks shown. Search criteria in List View include:<\/p>\n The grid in which you view task lists is customizable to your individual preference:<\/p>\n You can save your custom grid as your default. Your customizations do not affect other users \u2014 and you can restore the original RB9 grid layout anytime.<\/p>\n From the results grid you can view and update any listed task\u2019s details, add new tasks to listed jobs, and export the grid as an Excel<\/em> spreadsheet or a CSV (comma-separated values) file to save, share, print, or use in other applications.<\/p>\n You can manage tasks in either Tasks function:<\/p>\n When you cancel a task the assigned resource is automatically added back to your available resources<\/span> list for new assignments and RB9 prompts you to alert the resource of the cancellation. In addition RB9 keeps track of when tasks were canceled. This will be helpful in cases where there is a cost incurred in late cancellations, such as a hotel\u2019s conference room: You will have a paper trail to back up any cancellation fees charged to your client.<\/span><\/p>\n Tasks (List View)<\/strong>\u00a0shows the most information about tasks in the results, you can customize how the results are displayed, and it has more search criteria than Monthly View plus shortcuts to creating new tasks and setting\/clearing task acknowledgements. List View will also display jobs that do not have tasks yet (such as \u201cRequest New\u201d jobs from RB Connect<\/a>).<\/p>\n Tasks (Monthly View)<\/a><\/strong>\u00a0is similar to\u00a0Jobs (Monthly View)<\/a>\u00a0and displays jobs by job number in a calendar page format so you can see your work schedule at a glance. Monthly View only displays jobs that have tasks and displays limited information in the calendar page. Rolling over a job number pops up basic information about the task, job, and case.<\/p>\n In both views clicking a displayed item opens the job detail screen with the View Task panel already open so you can see complete task details and edit if needed.<\/p>\n TL;DR: Use the Tasks (List View) function to monitor and manage tasks in a grid layout that shows the most task information at a glance. List View also has the most search criteria for finding tasks.<\/strong><\/p>\n Blocked Resource:<\/strong> Resource that a particular firm or contact does not want assigned to tasks on jobs they schedule or order from you.<\/p>\n Business Unit (BU):<\/strong> One of your company\u2019s revenue centers or any entity in your business that you want to track separately \u2014 such as branch offices, other companies you own, affiliates, and profit-sharing operations.<\/p>\n Job:<\/strong> Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More ><\/a><\/p>\n Job Status:<\/strong> Stage a job is in, e.g., New or Cancelled. You can designate your own job statuses in RB9.<\/p>\n Job Type:<\/strong> Categories of jobs requested by clients \u2014 such as Deposition or Real-Time.<\/p>\n Notation:<\/strong> Short codes (up to 24 characters) you create yourself to give key information about a job (such as \u201cV\u201d for video, \u201cRT\u201d for realtime, \u201c1 of 2,\u201d or \u201cDaily\u201d) in a results grid so you don\u2019t have to click into a job\u2019s detail window.<\/p>\n Notes Logs:<\/strong> Un-editable internal-use only notes entered either by a user or automatically by RB9 appear in chronological logs in the database record where they occurred, such as a case, job, invoice, or entity. More ><\/a><\/p>\n RB Connect:<\/b> Online repository, calendar, and access to your office for clients and resources. More ><\/a><\/p>\n Resource:<\/b> Person or thing that provides your business with a service \u2014 such as a reporter, videographer, interpreter, scopist, account executive, other agency that cover jobs for you, or a conference room.<\/p>\n Preferred Resource:\u00a0<\/strong>Resource that a particular firm or contact wants you to assign to tasks on jobs they schedule or order from you.<\/p>\n Task:<\/b> Service requested with a job \u2014 such as reporting, interpreting, or video \u2014 that require a separate resource (person, company, thing) to accomplish. More ><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Monitor tasks<\/h2>\n
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Viewing tasks in a list<\/h2>\n
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Customize how you view tasks lists<\/h2>\n
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Manage tasks<\/h2>\n
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List View vs. Monthly View<\/h2>\n
RB9 concepts in this lesson<\/h4>\n