Our Favorite Little-Known JobTraQ Features
I often hear from customers who have found some obscure feature in JobTraQ that made their jobs easier or saved them some time. That usually leads to an interesting discussion about other tips and tricks to make JobTraQ serve their needs even better.
My two favorite hidden features are the Activity Log page in the My Account tab and the right-click option to start a timer in the task list. The Activity Log page lets choose a date range and see all of your JobTraQ sessions between those dates, and then drill in and see the specific actions and changes that you did in each session.
I asked a few of our team members to add their own favorite features to this list. Here is what they said:
Josh Clark, Software Engineer, Professional Services
As a member of Swift Software’s professional service team, I receive most of my work requests through email. To keep track of the requests I create tasks in JobTraQ. In the past it was difficult searching outlook history for emails related to a JobTraQ task. The new attached file feature eliminates this problem, by allowing me to quickly copy emails from my inbox into JobTraQ. I’ve found a very useful technique that only takes a few seconds to perform. I discovered that an email in Outlook can be dragged to the desktop which creates a file containing a copy of the email. I can then drag that file into JobTraQ’s attached file field. Then, when I need to view the email related to the JobTraQ task I can easily see which emails are related to the task.
Mark Porter, Software Engineer, JobTraQ Development
I spend a lot of time using the task list in JobTraQ. There are a few small features that we’ve included to make life a bit easier. While working on several tasks at the same time, I often want to open those tasks in separate browser tabs instead of one at a time. We’ve provided a link target on the task icon so that you can middle-click or ctrl+click to open that record in a separate tab. Another thing I often want to do is copy text for a task directly from the list page. Most people know that you can move a task to a different project by dragging it vertically in the list. However, you can still select text by dragging horizontally over the text you want to copy. Given the amount of time I spend in JobTraQ, these little tricks can save a lot of time.
Matthew Rodatus, Software Engineer, JobTraQ Development
Research seems to indicate that humans cannot perform multiple activities at the same time without degradation in the quality of the results. So, I try to avoid switching back and forth between JobTraQ Tasks. But, after saving a task, JobTraQ redirects the user to the Task List! I want to stay on the Task Info page after saving a task. (For example, I update a task with my progress and then continue working on the task. Ten minutes later, I want to update the task again.) Fortunately, under JobTraQ’s My Account tab, there is a discreet setting entitled “Continue Viewing Record After Saving.” Its default is No, but when it is set to Yes, the browser does not return to the Task/Project List page after saving a task. The browser stays on the Task Info page. This eliminates the need to look for and reopen the task, which has improved my focus.