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.

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  1. Timesheet

    It would be really beneficial for us to get visibility in Workbooks of the utilisation of our consultants, our average daily rates, the projects each consultant is spending their time on etc. An integrated timesheet functionality would save us tons of time.

    14 votes
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    2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →

    Some of our customer already use the activity functionality in Workbooks to track time utilisation. This is normally achieved by adding meeting activity to either an order or a case and then using the start and end times to calculate the time delivered.

    It is then possible to write a report which add together all the time delivered against a specific case or order.

    We recognise this isn’t as elegant as a time sheet, so we will keep the timesheeting requirement under review.

  2. Ability to view the size of an attachment to an email

    It would be very useful to see how large an attachment is on an email to help with database capacity / storage. This would enable any large attachments to be deleted if no longer required.

    4 votes
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    under review  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
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Workbooks Enhancements & Suggestions

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