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Latest Release: v5.08 build 337 -
6/13/2013
*New Release*
You can choose to print this guide, or use this page as a reference should you need help. This page will be updated often when new information is available. If you read these instructions, you'll learn tips that will help you master all that VirtualBoss has to offer. Some users start learning about Virtualboss just by adding tasks.
Many users start by adding simple things like punch list items and other miscellaneous tasks. If you want to take this approach, see the paragraph below titled: To see pricing or to purchase VirtualBoss, head on over to our online store. You can also contact our Customer Service Department via email or get in touch with us directly.
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Overview
VirtualBoss is an easy to use scheduling and task management software that is actively developed and continually updated! Designed by a real contractor and used by professionals, VirtualBoss is great for scheduling and keeping track of all your tasks (major scheduling items, punch lists, service call items, warranty items, administrative tasks, ect.). Forget about sorting through endless sheets of paper to figure out who needs to do what, when, and where; you'll never have to worry about forgetting what needs to be done again. With VirtualBoss, and a couple of well place keyboard strokes, you can easliy look up what needs to be done. You can also use VirtualBoss to fax and email your work orders, it's a great communication tool! VirtualBoss will run on any Windows PC (XP/Vista/7). While there is no Apple variant of the software, you can run VirtualBoss on a mac using a special software letting you run windows programs on your macs. You can also use VirtualBoss on your mobile devices like android and iphone, or tablet devices with Remote VirtualBoss
VirtualBoss Basics
VirtualBoss stores a list of tasks that cover everything you need to do and have done. Major scheduling items, punch lists, service call items, warranty items, administrative tasks, ect., all of these are stored on our Task Manager. You can set dependencies using our Linking system so that entire schedules (or just a single item) can update when a schedule is modified. VirtualBoss has a Job Manager where all your Job information is stored. Our Contact Manager is used for saving all your contacts information like email addresses, phone numbers, home addresses, whatever you'd like. Each task in VirtualBoss can be assigned a contact and a Job. When you assign a Job to a task, that's the same as saying this task belongs in that Job. By assigning a contact to a task, you're saying that this person is the one performing the work. They will receive work orders or schedules when you decide to email/fax that item. Since all your tasks for all your jobs are stored in one place, you'll want to use the Filter options to only show you the information you're looking for very quickly.
Setting up your first Schedule
The very first thing you'll see when you open VirtualBoss will be your Task List. At first, this list will be empty. We have no jobs or tasks yet.
Before we start adding tasks, let's create a Job first. To do this, open the Job Manager.
Click Job Manager to open it.
As you can see, this list is also empty. We must now add our first Job by clicking on Add a Job.
Each Job requires a name.
The Job # field is where you give your Job a name. It doesn't have to be a number, it can be anything you'd like. It's important to give your jobs meaningful names so you can quickly find them later on.
Once you've decided on a suitable name for your Job, press Ok.
The next window that comes up will be your Job Details page. This is where you'll enter any and all details for this job.
All information on this window is completely optional!
You can come back at any time to add/remove details from this job, but for right now let's keep it simple and leave it as is.
Press Ok to save and close the Job Details window.
Your new Job now appears in the Job Manager list.
Now we're ready to start adding Tasks to this Job. Let's close the Job Manager for now and go back to our Task Manager.
Click on Task Manager at the top of the page.
Back on the Task Manager List, you'll notice we still don't have any tasks. We're about to change this.
Since we just created our first Job in the Job Manager, we are
now ready to add our first task by clicking on Add a Task.
This will bring up the Task Detail screen.
You can start by adding a description to
your new task.
Here is an example:
The next step is to assign this task to your new Job.
To do this, type or choose the name of your Job in the Job #/Location field.
You should now have a task that looks like this:
Hit Ok at the top and you'll be returned to the Task Manager List.
You should now see the task you just created.
You've just added a task to your schedule and are well underway!
If you want to learn more about the task detail screen, jump to our Task Detail section.
Continue adding more tasks the same way you just did and you'll have a completed schedule in no time!
What you should learn from this section is how to assign tasks to a job. Once you assign a task to a job, it becomes part of that schedule.
Schedules in VirtualBoss are nothing more than a grouping of Tasks that are assigned to the same Job.
A task, in its most basic form, can be nothing more than a task description.
Simply creating a Task in the Task Manager does not mean it's part of a schedule. In order to make a task part of a schedule you need to choose a Job to assign it to. See Creating Jobs for instructions.
That's all you need to know in order to start creating your first schedule in VirtualBoss! Now let's have a look at the rest of the Task Detail Screen.
Task Detail Screen
Setting up your basic schedule in VirtualBoss doesn't need to get more complicated than setting a description and job to each task.
But there are more options available to you.
This section will break down each field of the Task Detail Screen and give you a description of what each one does. This is a good section to familiarize yourself with as you'll learn what each field does and what it is capable of.
Important! The "Company" field and "Person's Name" field are linked to the same contact. This means that when you assign a contact to a task, you can choose either of these fields to do so. Each contact in VirtualBoss has a field for their name and what company they work for. When you assign a contact to a task, it will fill in the appropriate information for that contact. You can choose to either look them up based on their Company name, or their personal name.
Tip: You can add new contacts quickly from this screen. Just start typing a contact or company name in the Company or Person's Name field and if it's not found, VirtualBoss will ask you if you want to add it. This method is referered to as "On the fly" contact adding. You can also do the same for Jobs.
Each task has 2 states: Active, or Done.Every new task added to VirtualBoss is "Active" by default. This just means that the task hasn't been completed yet.
A task is "Done" when you change the status to done. You can do this by setting the "Actual Finish" date, or simply changing the status field to done. Important! VirtualBoss only shows Active tasks by default. Done tasks are hidden from view and do not show up on the Task List. To see Done tasks, you'll need to open the filter options and choose to show done tasks. This will be covered in detail in a later section.
The Target Start Date is the day you expect the task to begin. By default, all new tasks take the current day as their start date.
You may change the start date by manually typing a new day into the target start date field, or use the drop down calendar option next to the field. Start dates can be controlled by other tasks by using our Task Linking feature. These options are found under the Scheduling Tab.
The duration of each task is simply a measurement of how long it is expected to take from start to finish. VirtualBoss will only track durations in increments of Days, with 1 day being smallest value. All new tasks take the duration of 1 day to complete. Even if the task may only take a few hours, it will still take a 1 day duration.
Under normal circumstances, most users will never have to change this field. It is automatically updated when a tasks status has been changed to Done. If this field is set by the user, the task will automatically be marked as done, assuming the task has been completed.
The Task # field can be one of the most useful fields in VirtualBoss. Its sole purpose is to maintain order within your schedules. Each Task has a Task # field. Though it is optional, we highly recommend to use a task # for each of your tasks.
Your tasks can be entered into VirtualBoss in any order you want. They don't have to be entered in the order they are meant to start. By giving each task a Task #, you'll guarantee your tasks will appear in the order you decided regardless of when they were added.
It's a great idea to leave gaps between your task #s so that you can insert tasks between others easily. Here's an example of 2 schedules with Task #s.
Important! You can sort your task list by any column you see. Just click the top of the column and your list will be ordered either ascending or descending. Sorting by the Task # field is a great way to always have your tasks appear in the order you gave them!
The "Requested By" field is flexible. It's traditional use is to fill in the name of the person who is assigning this work. However, you can use this field for any other purpose. (see renaming fields for more details)
In the example below, the "Clean up" group is checked. that means that this task now belongs to the group "Clean up". Any other task you would fit into this category, you could also put in this group. The purpose for doing this is that later on, you can use the filter options to show you only tasks that are part of the "Clean up" group.
There are 2 ways you can link tasks to each other. One way is through the scheduling tab that is found on each task. This tab shows a list of tasks that you
may want to choose as a predecessor.
Tip: The list of tasks on the scheduling tab are automatically filtered to show the tasks that belong to the same job. Some tasks may also be hidden by VirtualBoss to prevent scheduling conflicts such as infinite loop scenarios.
To link the current task to a predecessor, check the box under the Link column. You may have multiple predecessors for a single task.
When you link a task to another, you will change the Start Date to the day after the predecessor task finishes. You can then adjust the start date manually without breaking the link. This can be accomplished by using the plus field on the Scheduling tab.
The second method to link tasks can be done on the Gantt Chart. You can drag and drop tasks to create links very quickly.
You can adjust things such as Start Date by dragging a task bar left or right, or change the Duration by increasing or decreasing the length of the task bar.
Any task that is linked will have its Start Date adjusted if its predecessor changes. By linking your tasks together, you can adjust entire schedules automatically if something changes!
Here is an example of a schedule with multiple linked tasks:
Email and Fax
Custom Fields and Lists
Secondary Assignees
Task Manager - Task List Screen
The Task Manager (also referred to as Task List Screen) is one of 3 main Lists in VirtualBoss (Task List, Contact List, Job List). It is where most of your time will be spent when using the program. This list will show all tasks, past/present/future. If you've ever entered a task into VirtualBoss, it can be found on this screen. VirtualBoss keeps all your schedules, tasks, and contacts, in one place. By keeping your resources together like this, you can very quickly find and view any previous schedule with ease. This section will focus on the Task Manager and will show you how you can use it most effectively.
This is the first screen you're shown after starting VirtualBoss. At first your task list will be empty, but that will soon change as you start Adding Tasks.
Add a Task
Adding Tasks is the foundation of using VirtualBoss.
You start building your first schedule by clicking "Add a Task". This brings up the Task Detail Screen where you fill out all the relevant details.
Once you've added a task, it will appear on the Task Manager List Screen.
Tip: You can copy tasks you've previously entered rather than creating a new one from scratch.
Edit Task
To edit a task in VirtualBoss, you can single click to highlight a task in your Task List, then click Edit Task.
You can also double click on any task to edit it.
There is also a way to edit many tasks at once by choosing Edit all tasks in list from the right-click menu.
Delete Task
To delete a task, you need to single click on any task to hightlight it, then click the Delete Task button.
You can also delete a highlighted task by pressing the "Del" key. For safety, there is no "delete all" option. However, you can remove all the tasks for a single job by deleting that job from the Job Manager Screen.
Filter Options
The Filter Options will let you choose which tasks to show on the task list. This option will be covered in detail in another section.
Gantt Chart
The Gantt Chart is a great way to view your schedules from a more visual aspect.
Clicking the Gantt Chart button from the Task Manager screen will take you to our Gantt Chart view.
All the tasks showing on the task list will appear in the Gantt Chart view.Tip: Use the filter options before switching to the Gantt Chart to make it easier to view your current schedule. This section will be covered in detail later on.
Calendar
The Calendar lets you view your tasks in a weekly or monthly calendar view.
Like the Gantt Chart, the Calendar automatically shows you all the tasks present from your Task List when you switch views. Use the filter options to show specific schedules to suit your needs.
The Calendar will be covered in more detail in another section.
Import and Export
Feel more comfortable working in Excel? Have a list of tasks you'd like to import from another program or sheet? You can import or export your Task List in VirtualBoss.
There's a few things we'll go over in this section that will prepare you for importing or exporting your tasks to and from VirtualBoss.
There's a few reasons you may want to import a list of tasks into VirtualBoss. Maybe you already have a task list that you don't want to re-enter, or you're bringing over a task list from another program into VirtualBoss. Or maybe you just like to make changes using Excel. Whatever the reason, there's some things to know when using this feature with VirtualBoss.
You'll need Microsoft Excel installed on your computer in order to use the importing and exporting feature.
(Trial versions of Excel have disabled the use of importing and exporting so it will need to be a fully licensed copy to work)
In order to import tasks into VirtualBoss, you need to have a properly formatting Excel sheet. This can be easily obtained by simply doing an Export of the Task List from VirtualBoss. This will provide you with a properly formatted Excel sheet to place your tasks.
In general, there are 2 different outcomes you'd expect from importing tasks into VirtualBoss.
- 1) Adding New Tasks
- 2) Updating Existing Tasks
Method #1) Adding New Tasks:
If you want to add NEW tasks to VirtualBoss through importing, leave the Task ID # blank next to the task on the Excel sheet. Here's an example:
When VirtualBoss sees a task with no task ID during an import, it assumes it is a new task and will automatically create a new task.
Method #2) Updating Existing Tasks:
You may be editing a current schedule in an excel sheet and wish to update your tasks when you import back into VirtualBoss. To UPDATE your tasks, leave the Task ID #'s in tact next to each task. Here's an example:
When VirtualBoss encounters tasks with task ID numbers during an import, those tasks will be updated with new information.
So to recap: To add new tasks during import, remove task ID's next to tasks. To update existing tasks with new changes, leave task ID's in tact.
Some data fields on the Excel sheet can be left blank when importing. Here's a list of fields you can leave blank, and how VirtualBoss handles it.
| Task ID | Creates new task |
| Target Start Date | Today's date |
| Target Finish Date | Today's date |
| Duration | 1 day |
| Status | Active |
Any field not mentioned is ignored if left blank during import.
Tracking Punch List, Service, Warranty, and Misc. Tasks
VirtualBoss is not just for tracking and communicating major scheduling items (such as "Install Foundation" or "Rough Frame House"). VirtualBoss is great for tracking miscellaneous tasks (such as "Fix dent in front door", "Replace missing knob in kitchen sink", "Replace missing light bulb in basement", or "Update website to include a new floor plan"). Many people initially start using VirtualBoss to track punch list, service, warranty, and miscellaneous tasks, and then expand to scheduling major tasks later.
Some people feel this is the easiest way to learn about VirtualBoss. With this approach, you can make practical use of VirtualBoss within minutes of installing the program. Just click on Add A Task and enter what needs to be done.
You can use VirtualBoss to track punch list items that you keep on a yellow pad of paper. When someone calls, you can quickly filter down to that sub-contractor, employee, or yourself, and see all outstanding tasks for that person for all your jobs. You can even use VirtualBoss to fax or email work orders to this person, telling them exactly what needs to be done.
VirtualBoss can simplify and streamline your punch list and warranty process by giving you a central point where you can keep all your information. If you keep your punch list, warranty, and service tasks in VirtualBoss, you will have a long term record of all tasks for every job and every supplier, subcontractor, and employee. You will be able to find a history and recall everything that ever happened on a job site, or everything that was ever done by a specific person or company. Your contractors, employees, and customers will think it's great; you will no longer forget anything that needs to be done!
If you send somebody to a job site, they will get a list of everything that needs to be done at that site. VirtualBoss does a great job of helping you track miscellaneous administrative tasks in your office. Just set up a job called "Office Work" and start assigning tasks to this job. When you are supervising office operations, all you have to do is filter down to the "Office Work" job.
Print/Email/Fax
You can send work orders or schedules through email or fax using the Print/Email/Fax control panel.
This section contains useful information about how to send entire schedules or multiple work orders.
Tip: Print/Email/Fax is useful for sending multiple emails at once, or sending entire schedules. You'll find it easier to send single work orders to people by using the Email tab inside each task.
In this section, we'll go over each option that can be found on this screen.
Let's start this section off by talking about how the Print/Email/Fax system works in VirtualBoss. Individual work orders can be emailed directly from its own detail screen. When you edit a task, there is an email and fax tab where you can send that task out as a work order or schedule. While it is possible to send single work orders from the Print/Email/Fax control panel, it's not the most practical solution. The Print/Email/Fax control panel looks at your entire Task List to determine what is going to be sent. Let's look at an example.
Let's say you have 8 tasks showing on your task list and you click on the Print/Email/Fax button:
When you send Emails this way, you're saying that you want to send all 8 emails that are showing on your list (if you had 200 tasks in your list, all 200 will be emailed)
Print/Email/Fax will send ALL tasks that are currently showing on your Task List. This means that you can use the Filter Options to pull up exactly which tasks you want to email, whether it's an entire job, a single persons tasks, all punch list items, whatever the situation calls for, you'll be able to quickly email all of these items using the Print/Email/Fax control panel.
The report format section determines whether you're sending Works Orders or a schedule to everyone.
Choose between sending tasks as work orders or as a schedule. With Work Orders selected, all tasks will be emailed as work orders. With Schedules selected, they'll become a schedule. Tip: all tasks with the same assigned contact will be grouped together in one email. If a contact has five tasks to be emailed, they'll receive one email with all five tasks included rather than five separate emails.
If you're unsure about what is being sent, you can always click on "Print Preview" to view the result.
Email and Fax Recipients give you even greater control on how to send your tasks.
Send to Assignee(s): Will send each task to the email address belonging to its assigned contact.
Send to Job Owner(s): Will send all tasks to the Job Owners based on the job each task is assigned.
Send to one or more contacts: Ignores the assigned contact and just sends all visible tasks to the contact(s) you choose.
Include attachments: Any attachments that are part of a task are included along with the work order or schedule.
Send to Secondary Assignees: Sends tasks to other contacts assigned to each task that are defined in the Secondary Assignee Tab.
Trouble Finding Tasks
If you notice that some tasks you just added aren't showing up on the Task Manager or Gantt Chart, or some jobs seem to be missing, there is a very good chance they are just being filtered out by the Filter Options.
VirtualBoss uses Filters to hide tasks. These can be useful when your Task List becomes larger and you only wish to view specific information at any given time. The quickest way to find these "lost tasks" is by hitting the on the Task Manager screen. This action resets all active filters back to default settings which show all Active tasks for all jobs.
The most common scenario of "lost tasks" occur when tasks are marked as Done. By default, VirtualBoss hides done tasks from appearing on the Task List. You'll need to set the filters to show Active and Done tasks to make these appear again.
By setting filters to show active and done tasks, you'll see all tasks that are in your database across all jobs.
Filter Options
One of the most useful tools in VirtualBoss, the Filter Options let you show or hide any tasks on the Task Manager List Screen. We've designed these filters to be able to show you any combination of tasks you can think of. They are extremely flexible. In the basic view, you can choose to show tasks based on their Job, status, or assigned contact.
Here are some ways you can use the filter options:
- Filter by Job to show only tasks that have been assigned to it.
- Filter by Person's Name to show only tasks that been assigned to that contact
- Filter by Status to show only active, done, or active + done tasks.
Tip: More than one filter can be active at a time! (example: try filtering to a Job and a person's name to view tasks they have assigned for that job only)
Tip: To quickly show all your tasks again, click Restore Default Filter Settings to clear all active filters.
While the basic filters work for most scenarios, we've provided additional filters to cover any need you can think of!
Job Manager
The Job Manager is dedicated to tracking all your jobs. This is where you'll go when you want to start a new schedule. We recommend to go to the Job Manager when you're ready to start a new schedule.
Let's have a quick look at what it's like to create a job in VirtualBoss:
The Job Detail Screen
The Job Detail Screen is where all the details about your job should go. Once a job is created in the job manager, you're free to start assigning tasks to it.
Here's a quick example:
Click on Add Job and give the new job a name.
You can choose to fill out any details about this new job, or, leave it as is and hit ok. You'll notice the job will appear in the Job Manager List.
Now it's time to go back to the Task Manager and click Add Task. To assign this new task to your new job, either start typing the name of the job in the Job #/Location field, or find it in the drop down list.
That's all there is to it!
Contact Manager
VirtualBoss Contact Manager
Entering Contacts
There are a few ways to enter contacts into VirtualBoss. You can manually enter them into the Contact Manager or enter them on the fly as you add tasks in the Task Manager. You can also import them from Excel or you can synchronize with QuickBooks Pro and/or QuickBooks Premier. Synchronizing with QuickBooks makes things a lot easier. If you make a change in QuickBooks, it will appear in VirtualBoss; if you make a change in VirtualBoss, it will appear in QuickBooks. Synchronizing VirtualBoss with QuickBooks saves time and keeps information in both programs up-to-date and more accurate.
Keeping information on your contacts in the Contact Manager is a great way to stay organized and manageable. Manually adding contacts into the Contact Manager is a simple process. When in the Contact Manager window, click on the Add a contact button. From here, all you need to do is begin entering contact information. To save time, you can just add in the company name, email address, and fax number (if applicable). VirtualBoss uses this information to send work orders and schedules so it's important to add this information for each contact.
You can also import your contacts from another program if that program is capable of exporting to Microsoft Excel. You can perform a blank export from VirtualBoss' Contact Manager to get a formatted Excel worksheet. Then, just copy and paste the information from one Excel sheet to the other for importing into VirtualBoss.
If your contacts are in QuickBooks, it is very easy to move them to VirtualBoss via the QuickBooks Synchronization Feature. If you want to do this, go to Options and click on QuickBooks Synchronization.
(Tip: If you are going to be faxing and emailing work orders, be sure to enter the contact’s fax number and email address into the “Work Order Distribution” tab. This is how you tell VirtualBoss where to fax and email work orders and schedules for tasks you assign to this contact.)
You can also add contacts "on the fly" while adding a task:
All information about a contact should be entered in the contact profile; things like emails addresses, phone numbers, home addresses, ect. By entering this information to a contacts profile, this information will be added a task automatically when a contact is assigned.
(Task Detail Screen)
Gantt Chart
The Gantt Chart lets you view your task information in a different way. You can better visualize the length, status, and delays of a schedule by viewing it on a Gantt Chart. To view the Gantt Chart, press the Gantt Chart button from the Task Manager.
Tip: The information displayed on the Gantt Chart is based on what you see on the Task Manager. We recommend to become familiar with the Filter Options. This will reduce the amount of information you need to look at and let you focus on specific jobs.
The Gantt Chart is very customizable. You can choose to display more (or less) information, what order your tasks appear in, a specific date range, color of tasks, font and color options, and much more.
You can work completely within the Gantt Chart if you wish. Double clicking on a task description to the left or a bar on the right will open that task for editing. You can also "Drag and Drop" and "Resize" the bars on the Gantt Chart to change things like the task start date or task duration.
Gantt Chart Settings
The VirtualBoss Gantt Chart has many options you can use to customize the look and feel of your schedules. These options are located in the Gantt Chart Settings.
Column Preferences
Column Preferences let you choose which information about your tasks you want to show on the Gantt Chart. Just by checking the Show box to the left of each field, you can have that information appear on the left side of the Gantt Chart.
You can also check the box for Show on Bar, and that information will appear next to the task bar on the right side of the Gantt Chart Chart.
The Width column lets you change how wide to make that field appear on the left side of the Gantt Chart. You can also manually
extend the field on the Gantt Chart by clicking and dragging the field box. This value this box displays is the set width for each field and will adjust as you change things.
The Order column lets you rearrange the order of the columns that appear on the left side of the Gantt Chart.
Column Title Font & Column Font
The Column Title Font and Column Font change the size and color of the Title text and Column text:
Date Range to Show
The Date Range to show options affect how much of the Schedule you want to see. If Accept Default is checked, the Gantt Chart will show a date range based on the earliest starting task and the latest ending task. This is usually a good setting as it will automatically show you the entire schedule.
Header Over Lines
You can change the Font, time scale, and change between weekly and monthly views.
These options affect the top part of the Gantt Chart:
Sorting
The Sorting section is extremely useful. It dicates how the entire Gantt Chart is sorted. The options that you'll want to get to know in this section are Primary Sort and Secondary Sort.
We recommend to use Job # as your Primary Sort. This will group all tasks together based on the Job they are assigned to. For Secondary Sort, we recommend to use Task #.
This will then sort all tasks in each Job based on the Task # they are assigned.
Important! In order to use the Task # as the secondary sort, you'll need to assign a Task # to each task. When sorting by Task #, tasks without a Task # will be treated as if they have a value of '0' so they will always appear above tasks that have Task #'s.
An alternative to this is to choose the Sorting option Same sort pattern as the Task List. This will automatically detect which way your tasks are sorted on the Task List and match that on the Gantt Chart. We highly recommend to use the Job # and Task # as your Primary and Secondary sorts.
Memorized Gantt Chart Settings
Memorized Settings provide a way to customize the appearance of your Gantt Chart for different scenarios, and quickly switch between them. To use Memorized settings, all you need to do is click the Memorize settings button.
This will save all of your current Gantt Chart settings as a profile, so you may want to give it a descriptive name.
You'll notice that once you have memorized settings, a new drop down option appears at the top of the Gantt Chart that will allow you to apply the memorized settings quickly.
Remote VirtualBoss is a personal website that allows you direct access to your VirtualBoss schedules, jobs, and contact information and comes included with your license of PC VirtualBoss!
You can find Remote VirtualBoss by going to Options, then click on Remote VirtualBoss.
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Remote VirtualBoss needs to be set up before you are able to use it.
If you're on a support plan, we can set this up for you!
If you're not on a support plan, we have a Helpful Setup Guide that covers how to set up your Remote VirtualBoss website on your computer.
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You can access your website through any smartphone (such as Android/iPhone) and tablet devices including the iPad. Any device that can browse the web can use Remote VirtualBoss.
To create new logins for Remote VirtualBoss, go to the Users tab in the preferences.
The Administrator login is created by default and its permissions cannot be changed. You can change the Administrator password, by default it is blank.
Next, create a smart Name for the new user and provide a password (optional).
| Name: | |
| Password: |
You can now set Permissions for this user by changing the Login Permissions.
Now we'll set the Person's Name field to his contact record "Gumpf, Brad".
| Person's Name |
This will now only show tasks assigned to Brad Gumpf whenever "Brad" logs in to Remote VirtualBoss.
Calendar View for Remote VirtualBoss
Internet Explorer Users: If you experience a problem where you are being re-directed back to the Remote VirtualBoss login screen whenever you try to save or click on a task, please follow these instructions to correct the problem.
Move VirtualBoss to Another Computer
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Step 1) Create a backup of your database. This can be done by going to File, then click on Backup. Give your Backup file a good name and save it to a location you'll be able to find. |
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Step 2)
On your new computer, install VirtualBoss from an install file or by downloading from our website. Browse for and choose your Backup file and press ok. You can now remove the software from your old computer. Uninstalling VirtualBoss automatically de-registers the license for use on another computer. |
Duplicating Jobs and Job Templates
Duplicating Jobs in VirtualBoss is very easy. You can re-use any Job you've ever entered into VirtualBoss. This section will talk about how to duplicate an existing Job and how to work with Templates in VirtualBoss.
Let's start by opening the Job Manager.
In this example we have 2 Jobs in the Job Manager - 23 Allen Creek and 20 Westbend.
If we wanted to duplicate 23 Allen Creek, all we need to do is highlight that Job as shown above and click [Duplicate this job and all its tasks]. There is also a Right-Click menu option to do this as well.
After you click duplicate, you'll be given a few options on what you would like to copy from your old job to your new one.
In most cases, you'll just want to have the All tasks checked. This will tell VirtualBoss to copy all the tasks from 23 Allen Creek to our new Job.
At the bottom of the window you have 2 choices: and .
If your new Job doesn't exist yet, you'll want to choose to Create a new job and copy information to it. If your new Job has already been created, you can copy tasks into it by choosing Copy information to an existing Job.
Give your Job a new name and hit yes to the confirmation box on the following screen. That's all there is to duplicating a job!
if you want to view your new job, you can select it on the Job List and click on , which is located right next to the duplicate button. This is the same as going into the filter options and choosing your new job to filter by.
To make a job a template in VirtualBoss, you'll need to find the template job setting. To find this option, double click on the job you wish to make a template; this will pull up its detail window. It's located in the lower left corner of the screen.
Tip: Any job in VirtualBoss can be a "template" in the traditional sense, you don't need to have it specifically marked as a template in order to use it as one.
The only difference between a normal job and a template job in VirtualBoss is that template jobs are hidden from all lists and reports.
This is done to ensure there are no changes made to them accidentally.
Important: Template Jobs are also hidden on the Job List by default!! If you need to edit them, you'll need to check Show template jobs at the bottom of the Job Manager.
If you want to edit tasks in a template job, you'll need to uncheck the Template Job checkmark for that job so you can view your tasks again.
We recommend to only use the Template Job option on jobs you know are as perfect as you can make them and that require as little modification as possible. Otherwise, it's usually easier to leave them as normal jobs for quicker access.