Space TimelineSpace Timeline

Work Item Status App

Owned by Mercedes Rothwell, created
Last updated: Jul 05, 2022
3 min read

Date

Change

Date

Change

July 2022

Initial Version

Version Date Comment
Current Version (v. 11) Jul 05, 2022 21:10 Mercedes Rothwell
v. 10 Jun 24, 2022 20:14 Mercedes Rothwell
v. 9 Jun 24, 2022 17:58 Mercedes Rothwell
v. 8 Jun 23, 2022 22:27 Mercedes Rothwell
v. 7 Jun 22, 2022 13:51 Gints Vaskums
v. 6 Jun 22, 2022 09:37 Gints Vaskums
v. 5 Jun 22, 2022 09:35 Gints Vaskums
v. 4 Jun 22, 2022 09:20 Gints Vaskums
v. 3 Jun 22, 2022 09:05 Gints Vaskums
v. 2 Jun 22, 2022 09:04 Gints Vaskums
v. 1 Jun 15, 2022 20:23 Mercedes Rothwell

The Work Item Status app allows financial professionals to quickly access Work Items related to a specific Redtail or Wealthbox Contact. The Work Item Status app has several sections. These are described in more detail below.

To learn how to send a Redtail Contact to Quick Start, view this guide.

You will not see the Launch Quickstart button if you do not have Quick Start in your site.

  • Client Name (A)

  • Launch Quickstart (B)

  • Status Tabs (C)

  • Work Items table (D)

  • Documents Table (E)

  • Navigation buttons (F)

 

Client Name

The system displays the name of the client/contact whose Work Items you are viewing.

Launch Quick Start

Clicking this button will send you back to Quick Start.

Status Tabs

Clicking these tabs filters Work Items by status and also affects what’s shown in the Documents section. The app highlights the first Work Item in each status by default. This determines the documents available for view.

Work Items Table

This table displays a list of Work Items associated with the selected client. The list is limited to five results, but you can use the Previous and Next buttons (F) to move between pages.

To see a list of documents attached to the Work Item, single-click on it. This highlights the Work Item and changes the documents visible in the Documents table (E). To open a Work Item, click the folder icon.

 

Documents Table

This table displays a list of documents attached to the highlighted Work Item (D). The list is limited to five results, but you can use the Previous and Next (F) buttons to move between pages.

The app highlights the first document in the list by default. To open a document, click on the folder icon. The document will open in a new tab.

 

Navigation Buttons

Click Previous and Next to navigate between the displayed results of either the Work Items (D) or Documents (E) table. Each list only displays 5 results.

Audience: Field Users

Functionality: Quick Start is a page in Docupace that allows you to access many convenient apps.

Related Pages

© Docupace Technologies 2020 | Documentation Dashboard