Workbooks Enhancements & Suggestions

At Workbooks, we think that our customers should have the opportunity to influence our product development priorities.

If you have any suggestions or would like to vote on an existing suggestion, please do so – it helps us choose the features we will work on next. We have already addressed a lot of the most popular ideas voted for here. You get 10 votes which can be reallocated (and which become free when we complete an idea you have voted for).

Already committed features and new feature candidates can be found published on our roadmap page.

  1. Activity Number on the Calendar

    It would be great if when working through activities and we need to move them to another date, we were able to see how many activities they're are on other dates when clicking on the due date calendar within the activity. This would be great because we then make sure we were not putting to many activities on the same date. Hope that makes sense.

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  2. Highlighting numbers to speed up amendments

    When in any of these number fields, is it possible for the cursor to automatically highlight the whole number so that we can input straight away? Currently the cursor starts at the right of the 0.00 and we have to move it or delete the 0.00 in order to input a number... As we input lots of numbers it is quite a pain at the moment... thanks

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  3. Implement a non-working day calendar, primarily to make case reporting easier

    A non-working day calendar would automatically have weekends and UK bank holidays marked as non-working days. Each day in the calendar would have a flag with suitable values. Something along the lines of 0 - (working day), 1 - weekend (non-working day), 2 - public holiday (non working day). When you create a case report you can easily exclude working days by using a criteria that says "working day = 0".

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  4. It would be great if you could hide the "Filters" on reports when not editing them

    It would be great if you could hide the "Filters" on reports when not editing them, if you have a number of filters on a report it takes all the page up.

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  5. Calendar to show UK Bank Holidays

    Ability to show UK bank holidays in Calendar views

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  6. Expand All For Grids

    When viewing a list of 20 items and wanting to view each, I have to expand them [+] one by one. I would like to see an 'expand all' button on the top that will save me those 19 clicks.

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Workbooks Enhancements & Suggestions

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