Workstacks streamline daily operations by organising work queues, enabling managers and staff to effectively manage workloads and team goals. Staff members can use Workstacks to handle their individual tasks through dedicated browsing sessions tailored to their different focuses.
Available in various formats across all modules, Workstacks are a foundational feature of the Layer System, enhancing productivity and focus throughout your organisation
Permissions
Creating and editing Workstacks requires specific permissions within the Roles section of user settings:
To create Workstacks, users must have the Disable Browsing Session Template Creation option unchecked, as enabling it restricts their ability to create Workstacks.
To edit Workstacks, users need the Edit Work Stack role selected.
These permissions ensure controlled access for Workstack management based on user roles.
Note: Contact your Layer Administrator if you are unable to create any Workstacks
Creating a Workstack
To create a Workstack, navigate to the New Template section on the left side of any module. Here, you’ll find a Select Type dropdown, where you can choose from various Workstack types designed for different purposes.
After selecting a type, a creation pop-up will appear, allowing you to input specific details you want to display within the Workstack.
Available work stack types include:
Appointment Feedback
Asset (Package)
Asset (Product)
Asset (Service)
Campaign
Case
Commission
Contact
Credit Note
Customer
Expiry
Invoice
Invoice Payment
Lead
Lease (beta)
Opportunity
Product
Purchase Order
Quotation
Sales Order
Sales Order Items (Data Capture)
Service (Cease - Beta)
Stock
Task
Editing a Workstack
If you need to edit a workstack after it's created, you can check Saved Stacks within a module.
From here, the Edit button can be found beside the Subscription column.
The creation pop-up will then appear again, allowing you to select and deselect any information on the page. Then, click Save at the bottom to enable the changes.
How to Promote a Stack to Favourite Stacks
To access the workstack created either by you or others, head to the Saved Stacks in the second tab of the Module.
Sort or filter to search for the stack you created by Name or Date. You also have the option of narrowing your search with the use of filters as:
Creator
Type
Click Promote and select a few options before it appears in the Sales Module.
Select a Colour from the list
Position to the left or the right
Display Zone: Select the Module where you would like the stack to appear
You can set the Order to position the stack
Now click Save. You’ll see a quick confirmation that your browsing session has been successfully created, a pop-up in the top-right corner.
How to Create a Customer Stack
In this example, we will create a Customer workstack to view live customers created in the last 6 months.
Navigate to the module where you want the stack to appear. In this example, we will go to the Sales Module.
Go to New Template in the left panel and select Customer from the Select Type dropdown.
In the New Customer Template window:
Template Title: Enter Live Customers - last 6 months
View Mode: Set to All Records
Display Zone: Choose Sales Tab (to save in Sales Stacks)
Display Options: Select Global Template (to make it accessible to other users)
Created Range: Choose Months
Past Units: Enter 6
Future Units: Enter 0
Customer Types: Select Show live
Click Save. A confirmation notification will appear in the top-right corner.