Tagging allows communication to be displayed and logged in a central location within Databasics. This avoids having to use multiple avenues to keep track of communication in regards to timesheets.
How to add a Tag within the Timesheet:
- Click on Timesheet on the top navigation bar and open
- Open up the timesheet Timesheet you would like to add a the tag message.
- Select Click on the message iconTo add a new message click on icon. message icon
- Select a recipient in the To field. You can type in their name or use the search icon.
- By default, the box to Send Email is checked. You may uncheck un-check this if you do not want an email to be sent to the recipient. They will see the tag message upon logging into the application even if an email is not sent.
- Enter in your message in the Message box.
- Click on Tag Message to save and sent an email if the option was selected.
- To add a new message click on icon.
- Delete messages by clicking the trash icon
- add
How to add a Tag from outside of a Timesheet:
- Click on Timesheet on the top navigation bar.Timesheet
- Select the timesheet you would like to add a tag.
- Click on the Actions icon and click on the Actions
- Select Tag Timesheet.
To add a new message click on icon. - Select a recipient in the To field. You can type in their name or use the search iconsearch icon.
- By default, the box to Send Email is checked. You may uncheck un-check this if you do not want an email to be sent to the recipient. They will see the tag message upon logging into the application even if an email is not sent.
- Enter in your message in the Message box.
- Click on Tag Message to save and sent an email if the option was selected.
- Delete messages by clicking the trash icon To add a new message click on icon.
- To delete messages, click on thetrash icon.
- add