The browser header provides quick access to a variety of handy WorkGuru functions regardless of which page you are on.
Logo and Menu
- Logo - clicking on your logo is a shortcut back to your dashboard.
- Menu - clicking on the hamburger logo hides or show's the sidebar menu.
Universal Search
The universal search bar allows you to quickly search for:
- Clients
- Suppliers
- Leads
- Quotes
- Projects
- Credit Notes
- Purchase Orders
- Invoices
You can search for either names or the transaction reference. To search, enter your query and click the search icon. Clicking the results will open the corresponding details page.
To Do List
The to-do list allows you to set yourself to-do's to assist your personal workflow. To-do's can be stand alone or assigned to specific projects and tasks. Access your personal or project to dos by clicking the List icon in the header
Browser Timer
The WorkGuru timer allows browser based users to quickly start and stop a timer to add timesheets without having to open a project or production job. The dashboard timer appears as a Clock icon in the header.
Notifications
WorkGuru includes a built in notification system to both alert you within the WorkGuru header and via email. To access the notifications, click on the Bell icon in the header. The bell will vibrate and flash a red notification if there are un-read notifications.
Tenant and Logged-in User
The my account menu allows users to manage the the details of their WorkGuru account, including:
- Managing linked accounts
- Changing passwords
- Monitoring login attempts
- Changing profile pictures
- User settings
- Accessing WorkGuru help
The my account menu is also where you correctly log out of WorkGuru as closing a browser will not end your user session.
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