Create Teams in YoCoBoard

September 17, 2018 3:06 am / Leave a Comment /

You can create teams in YoCoBoard to group members who work in the same departments. Creating teams helps you to organize people making it easy for new-joinees to learn who-is-who.

From inside your account, navigate to the sidebar on the left and click Administrator.

Click the Team tab and select +Add Team to proceed.

Enter the team name and start adding members to the team by choosing them from the provided list.

Note: Only members who are part of your organization in YoCoBoard will be listed. If you cannot find a staff member, you can invite them to join your organization on YoCoBoard.

Once you finalize all the members, click the Save button.

Once a team is created, you can update the name by clicking the edit icon next to the team’s name.

You can delete members by clicking the encircled  – ( minus) symbol that appears next to the team member.

You can appoint one of the members of the team as a Team Owner. First, click the team name to view members in the team.

Next, click the crown icon next to the name of a member to mark them as an admin. Choose confirm in the pop-up that opens.

Note: Each team can have only one Team Owner. You can swap ownership from one member to another by clicking the crown icon.

 

Posted in: Team

YoCoBoard Trello Integration

August 9, 2017 3:34 am / Leave a Comment /

Start tracking the work hours spent inside Trello using YoCoBoard.

Trello is a collaborative project management software that helps teams create a comprehensive breakdown of their working itinerary on a team board, and empowers team members to pick tasks, assign tasks to others, add a deadline to projects and track their progress. The YoCoBoard-Trello integration is an augmented feature of the YoCoBoard Chrome extension that enabled your team to track work spent inside Trello, when launched from your Chrome web browser.

What You Need:

The YoCoBoard Chrome extension integrates with your Chrome browser and a Trello account. To add the YoCoBoard extension to your browser, click here.

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Enabling the YoCoBoard Integration in Trello

After adding the YoCoBoard Chrome extension, click the menu icon on your browser and choose More Tools > Extensions.

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This will give you the list of all extensions enabled on your Chrome browser. Under the YoCoBoard extension, click Options and check the box next to Trello in the pop-up window.

In the options window, click the Allow button to activate the integration.

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Next, sign in to you YoCoBoard account from the YoCoBoard Chrome extension.

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Next, sign in to your Trello account or reload if you are already in a session.

Click a card to open card details, where you will now find a button which, on clicking, will enable you to clock in.

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Once clocked in, the button will change to a Clock Out button, and clicking it will clock you out off the session on the widget and also complete the shift in the YoCoBoard web app.

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For a team member who did not clock out of the previous card, clicking the Clock In button in another card will end the previous session that was already running and start a new session.

Posted in: Integrations

YoCoBoard Zendesk Integration

July 25, 2017 2:58 am / 1 Comment /

Add the YoCoBoard widget to Zendesk and track time spent on tickets

Zendesk is a popular customer relationship management software specializing in helpdesk support with a focus on resolving customer issues and questions via tickets. With the YoCoBoard-Zendesk Integration, you can add a YoCoBoard widget to your Zendesk Dashboard to clock the time that your agents spend in resolving tickets.

What you need:
A YoCoBoard account and a Zendesk account. If you don’t already have a YoCoBoard account, click here to get started.

Setting up the integration:

  1. From inside your YoCoBoard web app’s dashboard, click on Integrations and choose the Zendesk integration card.
  2. In the Zendesk details menu, click the Add YoCo Widget button.
  3. This will take you to the YoCoBoard app listing in the Zendesk App directory. Click the Install Button.

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  4. In the Zendesk Sign in window, input the name of your Zendesk account and click the Log In button.
  5. Next, enter the email address and password combination and then click the Sign In button to complete the installation.

How it works:

When working on resolving customer tickets, the YoCoBoard widget will appear in the right hand sidebar. Agents will have to input their username and password, and then click the Log In button.

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The widget will not contain ticket-specific details and agents can clock in and clock out to record the time they spend working on that ticket.

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If you have questions and need further assistance, please write to our support and we’d be happy to help!

Posted in: Integrations

How to edit a time entry

July 1, 2017 3:30 am / Leave a Comment /

Sometime you need to edit a time entry, whether you created it by clocking in and out with the button or created it manually.

To edit an existing time entry, start on the Hours page.

Click the pencil icon on the right side of the line you want to edit.

In the window that pops up, you’ll see the info for the entry as it stands now. You can change the start time, end time, project or any other field you see there.

When you’ve entered the updated information, click Save.

In the gif below, we’ll see how to change the clock-out time for an existing entry and add a description for the change.

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Posted in: Hours

How to add a time entry

July 1, 2017 3:21 am / Leave a Comment /

Sometimes, you might need to add a time entry manually rather than clocking in and out. For example, may be you forgot to clock in one day.

To add a time entry, select the day for which you need to add the entry.

Click the plus icon, at the right side of that day’s line.

In the window that pops up, add the start and end times for the entry, the project you worked on, and a description.

Click Save.

Your entry will show as Pending. The administrator of your account will review and approve the entry to make it official.

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Posted in: Hours

How to see your hours

July 1, 2017 3:09 am / Leave a Comment /

The hours you’ve spent clocked in on YoCoBoard are displayed on the Hours page.

There you’ll see your hours for the current week by default, but you can also check the previous week, the current month, or any custom date range you choose.

Each entry is displayed on its own line, and is independently editable. In addition you’ll see the total time for each day.

So, you might see an entry for four hours you worked in the morning, and another entry for another four hours you worked in the afternoon.

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Posted in: Hours

How to see who’s clocked in?

June 29, 2017 5:10 am / Leave a Comment /

The Peers option on the main menu lets you see which members of your team are clocked in.

You can see your team members in grid, list or map view.

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As an administrator, you can clock them out or adjust their time entry.

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Posted in: Peers

What are feeds?

June 28, 2017 7:17 am / Leave a Comment /

YoCoBoard Feeds are quick status updates you and your team can use to share what you’re working on.

To add a new entry to your feed, just click the plus (+) icon next to the Feeds option in the main menu.

You’ll see a box where you can type your feed. Click Post to share it with your team.

To see all your team members’ feeds, go to the Feeds tab.

You’ll see everyone’s feeds in reverse chronological order, with the most recent on top.

To see just one person’s updates, select them from the list.

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Posted in: Feeds

How to assign team members to a project

June 28, 2017 2:30 am / Leave a Comment /

YoCoBoard gives you two ways to add team members to a project.

First, let’s look at adding team members to a project from the team member’s profile.

Choose Administrator from the main menu. By default you’ll see a list of your staff members.

Click on the person you’d like to add to a project.

You’ll see that person’s profile pop up on the right side of the screen.

Choose Projects from the menu in the profile.

You’ll see the projects that person is currently assigned to. You can then choose Assign to Existing Project(s) to add the person to another project.

When you click on Assign to Existing Project(s) you’ll see the projects you’ve created on your account. The ones that the person is already assigned to will be lighter color, since you can’t add them twice.

Choose the project to which you want to add the person and click on the plus (+) icon for that project.

Click Save.

In the gif below, we’ll add Karan Thomson to our “Secret New Project“.

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The second way to add team members to a project is from the Project itself.

Start on the Administrator tab in the main menu, and then select Project.

You’ll see all the projects on your account listed.

Choose the project to which you want to add members.

You’ll see the members listed to the right.

Choose the plus (+) icon to add people.

Check the boxes next to any staff you’d like to add and click Save.

In the git below, we’ll add a few more team members to our “Secret New Project”.

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Posted in: Admin, Projects, Staff

How to change a team member’s profile and skills

June 28, 2017 2:07 am / Leave a Comment /

Each member of your YoCoBoard team has a profile consisting of their name, role, timezone, and employee id.

In addition, each member has a skill-set made of of toggle switches that can give them certain permissions, such as the ability to clock in and out from YoCoBoard mobile app or the ability to view and edit reports.

You can access and edit a given team member’s Profile and Skill-set by first clicking on their name in the Staff list on the Administrator tab. Then, use the Profile and Skill-set options to make your changes.

In the gif below, we’re giving Britney Allen, permission to clock in from the mobile app and to view reports:

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Posted in: Admin, Projects, Settings, Staff