Work Areas represent the physical resources in your workshop — the places where work actually happens. A Work Area can be a bay, a shed, a machine, a station, or any other dedicated space you'd want to track work against:
By attaching Work Areas to your operational records, you can see at a glance what's queued for each machine or bay, drag work between resources, and start to forecast capacity instead of reacting to bottlenecks.
Where Work Areas appear in the system:
Projects — set a "home" Work Area for the whole project. Useful when a job is dedicated to one machine or bay.
Production Jobs — same as Projects, since Production Jobs use the same underlying record.
Task line items — every task line on a Quote, Project, Project Template, or Production Job can have its own Work Area. This is where things get powerful: a project running mostly in Bay 1 can have its laser-cutting step routed to the Laser Bay automatically.
Task definitions — the master Task record (under the Tasks menu) carries a default Work Area, so a task like "CNC Milling" always pre-fills the CNC bay no matter where it's added.
Quotes & Project Templates — same Work Area concepts at both the document level and the per-task level. When a quote is accepted or a project is created from a template, the Work Area assignments carry across automatically.
note: if no work areas exist, they will not appear as an option to select in the transaction.
Wherever a Work Area is set, a small pill shows next to the project or task name — on the project detail page, on the production board, on schedule rows, and on task cards — so there's never any confusion about where work is supposed to run.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article