Workstacks are your secret weapon for supercharging productivity! They organise work queues, streamline daily operations, and help managers and staff tackle workloads efficiently. Whether managing team goals or individual tasks, Workstacks adapt seamlessly across various modules in your Layer System.
Available in various formats across all modules, Workstacks are a foundational feature of the Layer System, enhancing productivity and focus throughout your organisation.
Let’s dive into how you can create, edit, and promote Workstacks to make your day a breeze!
Permissions: First Things First
Before creating or editing Workstacks, ensure you have the proper permissions.
To Create Workstacks
Ensure the Disable Browsing Session Template Creation option is unchecked in your Roles settings.
To Edit Workstacks:
Enable the Edit Work Stack role in your Roles settings.
To Promote Workstacks
Make sure the Hide Browsing Session Promote Button permission is unchecked. This ensures users can access the promote button to highlight their most-used Workstacks.
If you're missing permissions, contact your Layer Administrator to get set up!
How to Create a Workstack
Navigate to New Template
Open the module of your choice.
Click New Template on the left panel.
Select a Workstack Type
Use the dropdown to choose from a range of available Workstack types, including:
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
Fill in the Details
A creation pop-up will appear. Input relevant details for your chosen type.
Save Your Workstack
Once you're done, click Save. A confirmation pop-up will appear in the top-right corner. 🎉
Editing Workstacks Made Simple
Locate Your Workstack
Go to Saved Stacks in the module.
Click Edit
Find your Workstack and click the Edit button next to the Subscription column.
Adjust Details
The creation pop-up reopens, letting you tweak settings as needed.
Save Changes
Hit Save, and your updates are live!
Promoting Workstacks to Favourites
Want quick access to a frequently-used Workstack? Promote it!
Go to Saved Stacks
Use filters like Name, Date, or Creator to locate your Workstack.
Click Promote
Customise the Workstack with these options:
Colour
Position: Left or Right
Display Zone: Choose where it appears
Order: Set its placement order
Save Your Promotion
Done! Your Workstack will now appear in the Sales Module or your selected zone.
You’ll see a quick confirmation that your browsing session has been successfully created, a pop-up in the top-right corner.
Example 1: Creating a Customer Stack
Let’s create a Workstack to track live customers from the past 6 months:
Navigate to New Template
Open the Sales Module and click New Template.
Select Customer
Choose Customer from the dropdown.
Fill in the Details:
Template Title: Live Customers - last 6 months
View Mode: All Records
Display Zone: Sales Tab
Display Options: Global Template
Created Range: Months
Past Units: 6
Future Units: 0
Customer Types: Show live
Save
Voilà! Your new Customer Workstack is ready.
Track Your Tasks with Ease
Workstacks make task management effortless by letting you stay on top of:
Due tasks
Overdue tasks
Future tasks
Tasks can include Reminders, Phone Calls, Appointments, Checklists, or Emails, giving you complete flexibility. Choose the configuration options that work best for you and keep your workflow organised.
Example 2: Creating a Reminder Stack
Now let’s create a Workstack for reminders due in the next 6 months:
Navigate to New Template
Open the relevant module and select Task.
Fill in the Details:
Template Title: Reminders for the next 6 months
View Mode: My Records
Display Zone: Sales Tab
Display Options: Global Template
Created Range: Months
Past Units: 0
Future Units: 6
Task Types: Show Reminder
Optional: Filter by Customer Type or Lead Status.
Save
You’re all set! The system will confirm your new Workstack in a pop-up.
Your Workstack, Your Workflow
From organising customer data to managing tasks, Workstacks are a game-changer for productivity. Set up your templates, edit as needed, and promote favourites to keep everything within easy reach.
💡 Pro Tip: Experiment with different Workstack types to find what suits your workflow best.
Ready to level up your efficiency? Start creating Workstacks today!✨