If you have several team members or a lot of clients, there may be a lot of work cluttering your workflow dashboard. This makes it difficult to view specific types of work. For example, maybe you just want to track work due this week, or monthly bookkeeping work that is in review, etc.
You can use workflow filters to filter your view and run custom reports to track the work that you want to see.
Below is an overview of all the filters and how to use them:
Search Bar: Here you can filter by the type of work. For example Bookkeeping, tax, or payroll. ***It is important to have these keywords in the title of your projects for this to work.
Tags: These are custom filters that you can create. Every firm is different and tags allow you to create filters that fit your process. You can learn more about tags in this article.
Assignees: Filter by assignees/ team members to track the status of their work.
Clients: Filter by work for a specific client. This is great for when a client calls asking for an update.
Due Date: Filter by the due date to see work due today, this week, next week, this month, a specific date, and more
Show Current Assignee: This is an advanced filter applied by default that lets you see who is actively working on the project from the workflow view. This allows managers to see whose queue each project is in quickly and lets staff see the work they need to do at that given moment. You can learn more in this article.
Client Groups: Filter your dashboard to show work related to a specific client group. For example, tax clients, bookkeeping clients, leads, etc. You can learn more about client groups in this article.
You can easily use multiple filters together to get a more granular view of work. For example:
Bookkeeping due this week (Search: Bookkeeping + Due Date: This week)
Tax returns due this week (Search: Tax returns + Due Date: This week)
Work due this week on hold ( Filter: This week + Tag: Waiting on client info)
Once you understand which views matter most to you can save them. Doing this makes it easy to switch back and forth between important views. You can even choose a view to being the default view every time you log into Financial Cents. You can learn more about saved views in this article.