Skip to main content

Product Workspace

This tutorial will assist you in navigating and configuring the Product Workspace within the WorkTraq system.

Video Tutorial

1. Open Product Module

To access the Product module, click on "Product" in the main top menu.

product-workspace-1.png

2. Entry View

The "Entry" displays all the details of the product. It features a menu in the center that allows navigation to various product sections, such as tags, costs, and pricing.

product-workspace-2.png

3. Open Quick Actions Menu

In the middle menu of the Entry, there is an "Other" tab that allows you to perform quick actions within the product module, such as creating a new product, duplicating a product, and more.

product-workspace-3.png

4. Access History

Click on "History" to view the changes or activity logs associated with the current product.

product-workspace-4.png

5. Product List

Click "List" to view all products available in the WorkTraq system.

product-workspace-5.png

6. Custom List View

In the "List", click "Column Selected" and then choose the columns you want to display in the list.

product-workspace-6.png

7. Delete Product

You can delete a product by clicking the "Delete" icon next to the item you want to remove.

product-workspace-7.png

8. View Specific Product

Click the arrow next to the product you want to view to access the product entry.

product-workspace-8.png

9. Find Product

Click "Find" to quickly locate a product using specific filters. This makes it easier to find the product you are looking for efficiently.

product-workspace-9.png

10. Start Find Product

In "Product Find", after filling in the required information, click "Continue" to start finding your product. All the fields can be combined together to narrow down specific products.

product-workspace-10.png


You have navigated to the Product Workspace in the WorkTraq system.