Conventions and symbols in WorkflowMax – WorkflowMax

The following conventions and symbols are used in .

† Some symbols are used frequently throughout so the table shows one or two examples only.

What's that symbol?	Where do you see it? †	What does it mean?
[global search]	Main toolbar	Global search for jobs, clients, suppliers (and more) by number or name.
[quick time entry]	Main toolbar	Open the quick time entry drop-down.
[collaboration manager inbox]	Main toolbar	Open the collaboration manager inbox.
[edit system settings]	Main toolbar	Configure system settings.
[user profile initials] ‡	Main toolbar	Open the user profile editor Customise your subscription ‡ Displays your initials based on your user profile name.
[search]	Clients, leads, invoices, jobs, quotes, suppliers, purchase orders, WIP, reports	Search within the currently open manager screen by name or number, as applicable.
[green toggle switch]	Under the Actual column for a job cost	Indicates an “actual” cost instead of “estimated” costs. You can click the switch to toggle the cost back to "estimated" , if necessary).
[white tick - green circle]	Under the Complete column for a job task	The task has been marked as complete and no further time can be added to it. If you need to add more time to a task, you can click the green tick to toggle the task back to incomplete .
[green tick – white background]	Under the Sent column on invoices, quotes or purchase orders	Indicates that this invoice, quote or purchase order document has been sent to the intended recipient. You can mark a document as sent by: using the “Mark as Sent” button under Options when viewing the document, or using the Email option to send the document to your client. Using the "Mark as Sent" button does not actually send the document.
[green tick - grey background]	To right of staff member name in weekly time sheet summary	Indicates that the time sheet has been submitted.
or [garbage bin]	Update custom print templates	Delete a file or (in red, with the word "Delete") delete a lead, quote, invoice, job, purchase order or other document.
[edit column settings]	Tasks header bar in a job Dashboard	Edit the number and order of column names in the Tasks header bar. Configure dashboard widgets
[drag and drop]	Tasks in a job Costs in a job	Reposition an item in a list of items using drag and drop. Tasks and costs in a job can be re-ordered only if Job Task or Job Cost order is set to Custom in Organisation Settings.
[job priority level]	Under Priority column in Job Manager	One, two or three exclamation marks indicate a special priority level for the job. The priority level can be set under the Schedule Information section on the job, in the Priority field (see Edit a job): Immediate (three red exclamation marks). High (two yellow exclamation marks) Normal (no icon – default priority level) Low (blue exclamation mark).
[download]	Update custom print templates	Download a file from .
[upload]	Personalise (Account logo, Report logo)	Upload a file to .
[tooltip popup]	Wherever brief help text is required	Mouse over the icon to see a brief description of an item or feature.
[edit document]	On the Documents tab for clients, jobs, quotes or estimates, and suppliers	Click to open the edit document dialog.
[edit note comment]	In Note Details dialog	Click to edit a note comment.
[save changes to note comment]	In Note Details dialog	Click to save changes to a note comment.
[delete note comment]	In Note Details dialog	Click to delete a note comment.

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