Introducing Workboard Highlights

Introducing Workboard Highlights

Workboard Highlights allow technicians to flag specific Flex Appointments (Next Steps) that require extra attention or urgent follow-up. By adding a highlight, you ensure critical tasks remain visible and prioritized within your daily workflow.

Key Features

  • Visual Flagging: Easily identify high-priority appointments on your Workboard using the star icon and dedicated Highlights section.

  • Contextual Notes: Each highlight includes a short note explaining why the appointment needs special attention.

  • Flexible Application: Designed specifically for flagging Flex Appointments (Next Steps).

Typical Use Cases

Technicians often use highlights for reminders, such as:

  • "Call back by the end of the day".

  • "Follow-up from earlier conversation".

  • Noting specific instructions for high-stakes tickets

Administrative Controls

To ensure the feature remains effective and prevents "priority bloat," Admins have granular control over its use:

  • Enable/Disable: Admins can turn the Highlights feature on or off for the entire team.

  • Usage Limits: Admins can set a specific limit on how many active highlights a technician can use at one time (e.g., a limit of 2).


How to Use Highlights

  1. On your Workboard, locate the Flex Appointment you wish to flag.

  2. Click the Star icon to open the "Highlight Appointment" dialog.

  3. Enter a brief note explaining the need for special attention.

  4. Click Highlight to save.

  5. View your active highlights in the Highlights summary bar at the bottom right of your screen.