Managing Tasks, Timesheets & Events in JBX

In JBX, users can choose how they manage their workload - whether through a visual Calendar View or a structured Task List View. Both interfaces are designed to support flexible workflows, improve time tracking, and make task management more intuitive.

🗓 Calendar View

The Calendar View offers a visual, versatile way to manage tasks, log timesheets, and track events like leave or public holidays.

Flexible Viewing Options

• Day / Week / Month View: Toggle between views depending on how much detail you want to see.

Task Display & Visibility Control

• Toggle tasks: Show completed, incomplete, or both.
• Visibility settings: Show or hide weekends, tasks, timesheets, public holidays, leave, and items.

Key Features

• Timesheet icon: A universal time tracking symbol available throughout JBX (Dashboard, Calendar, Task Lists).
• Create button (top left): Add timesheets, tasks, events, or items.
• Ellipsis menu (⋯): Use to edit, duplicate, delete or forward a timesheet or event.

Managing Leave & Events

• Track Annual Leave, Personal Leave, and Public Holidays directly within your calendar.

Enhanced Usability

• Drag & Drop: Easily move tasks or events to a different day.
• Capacity Bar:
  • Visual indicators of workload.
  • Grey means tasks
  • Blue means timesheets
  • Green mean Events
  • Your timesheets track against daily hours to help ensure completeness.

📋 Task List View

For users who prefer a detailed, list-based approach, the Task List View offers structured control and prioritisation.

Task Lists

• Active Tasks: Due within the next 7 days.
• Past Tasks: Active and completed tasks from earlier dates.
• Custom Task Lists: Create your own list tailored to your workflow.

Search & Customisation

• Search: Use filters to find tasks quickly.

  Visibility Options:

  • Timesheet icon
  • Auto timer icon
  • Task name
  • Job number & description
  • Assigned user
  • Days remaining
  • Start & due dates
  • Task status and progress
  • Completion checkbox

Key Time Features

• Timesheet icon: Track time directly from tasks.
• Progress bar: See how much of the task is completed; red indicates over budget.
• Auto timer: Start and stop time tracking with one click. Don’t forget to stop it - this generates your timesheet!

Switching Views

Seamlessly toggle between Calendar View and List View depending on your preference or task load.