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How to Create Activity Screens for Your Staff

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How to Create Activity Screens for Your Staff

  • April 10, 2025
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Back to: Complete Jobman Set-Up Guide for Administrators

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Create activity screens to see an overview of your staff members’ daily activity as they log time against tasks. You can create multiple activity screens and customise them for different teams or departments.

You can also display activity screens in your factories, warehouses and offices.

Example of an Activity Screen:

Creating an Activity Screen

To create an activity screen, follow these steps:

  1. From the User Menu Panel, navigate to Settings > Activity Screens.
  2. Click Create.
  3. Name your activity screen, e.g. “Factory”.
  4. From the Staff drop-down, choose All or Selected to determine which staff members’ activity will show on this screen. If you choose Selected, a second drop-down will appear for you to choose which staff members to add to the screen.
  5. Using the From and To fields, enter the working hours for the staff shown on your screen.
  6. Click Create again.

You will be redirected to a summary of your new activity screen, as shown below. From here you can Update the activity screen settings, add/remove Members, Share or Delete.

Members

Please Note: Although many different staff may be displayed on the screen, only those who are added as members will be able to see the activity screen on their dashboard. For example, you may have several of your factory workers displayed on the “Factory” screen, but only their supervisor added as a member. This means that only the supervisor will be able to see the screen with everyone’s activities listed.

To add or remove members in an activity screen, click on Members at the top of the screen summary, then either use the search drop-down to select and add staff, or use the three-dot icon next to a member’s name to remove them.

Click here to start typing the staff member’s name, or use the drop-down arrow to select.

 

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Course Syllabus

  • General Navigation and Usability
    • General Navigation
    • User Control and User Settings
    • User Licenses and Staff Types
    • Staff Roles and Permissions
  • Getting Started
    • Connect to Your Cloud File Storage
    • Connect to Your Accounting Software
    • Setting Up Your Staff
    • Setting Up and Managing Staff Login Details
  • CRM Management
    • How to Add Contacts
    • How to Manage Contacts
    • Contact Types, Roles, and Sources
    • Contact Emails and Resources
  • Lead Management
    • What is a Lead?
    • How to Create a Lead Workflow
    • How to Create a Sales Labour Centre
    • How to Create an Agenda Screen for Your Sales Team
    • Lead Settings: Types and Statuses
    • Lead Settings: Details
    • Lead Settings: Members and Member Types
    • Create Lead Item Types and Specifications
    • Automated Triggers in Lead Workflows
    • How to Create a Lead
    • How to Manage and Edit a Lead
  • Job Management
    • How to Create a Job Workflow
    • Automated Triggers in Job Workflows 
    • Job Settings: Types, Statuses, Details, and Members
    • How to Create Labour Centres for Your Jobs
    • How to Create Agenda Screens for Your Jobs and Staff
    • Understanding Your Capacity
    • How to Create a Job
    • How to Manage and Edit a Job
    • How to Create a Work Order from a Job
    • How to Use Your Target Calendar
  • Kiosk
    • How to Set Up Kiosk Staff Working Hours
    • Overview of Kiosk Mode Functions
    • How to Create Agenda Screens for Your Kiosk Staff
    • Staff Member Types and Automated Task Allocation
    • How to Create Activity Screens for Your Staff
  • Quoting
    • The Four Levels of a Jobman Quote
    • How to Build Products
    • How to Create Styles and Range Options
    • How to Build Quote Presets
    • Quote Templates
    • Quote Statuses
    • How to Create and Send a Quote
    • How to Refresh Quote Pricing
    • How to Copy and Revise Quotes
    • How to Create, Send, and Sync Invoices
  • Catalogue Management and Inventory
    • Catalogue Settings
    • Setting Prices and Measurements for Catalogue Materials
    • How to Create and Import Catalogue Materials
    • How to Create Catalogue Services
    • How to Add and Manage Inventory Items (Stock)
    • Price Matrices
  • Purchase Ordering and Inventory Picking
    • How to Create Purchase Order Statuses
    • Managing Job Resource Materials
    • How to Create and Send Purchase Orders
    • How to Manage, Edit, and Receive Purchase Orders
    • Picking List and Inventory
    • How to Set Up Minimum Stock Quantities for Purchase Ordering
    • Supplier Integration – Hafele
    • Supplier Integration – Wilson & Bradley
  • Reporting
    • Reports in Jobman
    • Quote Summary Report
  • Job Alerts and Forms
    • How to Create and Use Job Alerts
    • How to Create and Use Job Forms
  • Payroll Set-Up and Time & Attendance
    • How to Set Up Staff Pay Rates
    • How to Log Staff Time and Attendance
    • How to Log Staff Leave, Public Holidays, and Temporary Business Shutdowns
  • CAD/CAM Integration
    • How to Connect Your CAD/CAM Software
    • Cabinet Vision
    • Mozaik
    • Microvellum
    • Winner Flex
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