+45 70 27 40 08

sales@meeho.net

— Archive for the ‘Examples of use’ category:

» Examples of use #5: specific Quick search

Posted by Kasper Tidemann on Friday 27th of November 2009 05:10:37 AM

If you use Quick search then you’re able to search specifically for clients, for instance, by writing “cl:” in front of whichever client you’re searching for. The same goes for contacts, projects, and files as follows:

  • cl: = specific search for clients
  • co: = specific search for contacts
  • pr: = specific search for projects
  • fi: = specific search for files

The below image shows a search where I’m only searching for clients:

Hurtig søgning - kun i kunderne i Meeho!™.

Quick search - specifically searching for clients in Meeho!™. (Please note that the screenshot is in Danish.)

0

Comment on this post

» Examples of use #4: Time tracking

Posted by Kasper Tidemann on Wednesday 21st of October 2009 12:15:27 AM

The fourth installment of our Examples of use series is about time tracking in Meeho!™. The most important aspect of a business selling work hours – i.e. marketing bureaus or consultancies – is to make sure that all working hours are registered and invoiced. In the following, I will tell you how it actually works in Meeho!™.

1) Task types

In Meeho!™, we work with the term a task type, which could be “Development” at an hourly rate of $100, for instance. The task types can both be setup via the Time tracking tab in a project or via Configuration where global task types can be saved – that is, task types that your business often make use of. It looks like this:

Opgavetyper under Tidsforbrug under et projekt.

Task types under Time tracking in a project. (Please note that the screenshot is in Danish.)

2) Time tracking

The time tracking itself is also done via the Time tracking tab in a project. Here, you use the add box to add time tracking entries, for instance 2 hours of the type “Development” with the description “2 hours of development work for the client”. It looks like this:

Her ses det registrerede tidsforbrug under et projekt.

Here, you see the registered time tracking in a project. (Please note that the screenshot is in Danish.)

3) The status box at the bottom of Time tracking

At the bottom of Time tracking, a status box of the registered time tracking in the project is shown. It is here that you see the relation between the time tracking you’ve registered and invoiced plus the time tracking you’ve budgetted (a topic we get to in a minute). Have a look at the below image:

Status-linjen i bunden af Tidsforbrug, der angiver hvor meget tid, der er registreret.

The status box at the bottom of Time tracking telling you just how much time has been registered. (Please note that the screenshot is in Danish.)

But why does Meeho!™ show the total amount of money that our time tracking comprises with a red color?

The explanation goes: whenever you register time tracking in your project, you do so because you have spent your time doing something. But at the time of registration, you probably haven’t invoiced your work yet, which is why you – in reality – is registering an expense on your part, because you have spent your time on something that has yet to be paid. Until it is paid, the registered time tracking entry is an expense. That is why the registered time tracking amount in your currency is shown by a red color.

4) Invoiced time tracking

Luckily, invoiced time tracking comes to the rescue. If you look at the screenshot displaying the three time tracking entries, you’ll notice a button to the right defining whether or not the given time tracking entry has been invoiced. If you press the button to the right of an entry, magic happens. Have a look at this screenshot:

Status-linjen i bunden af Tidsforbrug, hvor der nu både vises det udestående tidsforbrug og det fakturerede tidsforbrug.

This way, you’re able to continuously define which entries you’ve invoiced and quickly get an overview of the work you’re yet to invoice and get paid for. Easy and simple.

5) Time budget

Finally, the option of doing time budgets is up for a walkthrough. With Time budget, you can do estimates on how much time you plan on spending on a project – obviously, this is perfect material to show the client you’re working with. You can then compare the budget you’ve made with the actual time tracking registrations and decide whether or not the quote you have presented to the client was too poorly estimated when all hours have been tracked and you get the complete overview.

The complete image of time tracking could look as follows:

Det samlede billede af Tidsforbrug under et projekt.

A complete image of time tracking in a project. (Please note that the screenshot is in Danish.)

2

Comment on this post

» Examples of use #3: Projects and tasks

Posted by Kasper Tidemann on Tuesday 20th of October 2009 03:53:48 PM

Above all, Meeho!™ is a tool that can help you divide your work into smaller parts, giving you a better overview and making you work more effectively.

There are many ways of using Meeho!™. Let us imagine a marketing bureau that lands a new client, Client A. Client A has ordered a new logo, new stationary, and a new web site. The three demands all consist of different tasks that need to be carried out, and here Meeho!™ rises to the occation as a tool providing an overview of the entire process:

First, you start by adding a project covering the development of the new logo. Via the Planning tab in the project, you add the different tasks that need to be carried out before the logo is done. It can look something like this:

Planlægning under et projekt, hvor de forskellige delopgaver er indtastet.

Planning in a project showcasing the different tasks we have added. Please note that the image is cropped. (And note that the screenshot is in Danish.)

Then, you do the same in relation to the development of the new web site plus the stationary: you create projects and type in the different tasks they both consist of.

You continuously make sure to tick off the tasks once they’re completed. Then they’ll be lined-through, looking like this:

Planlægning under et projekt, hvor et par opgaver er streget ud.

Planning in a project where a couple of tasks are lined-through. (Please note that the screenshot is in Danish.)

This way, Meeho!™ gives you a continuous overview of which tasks are completed and which yet remain to be so.

When you wish to view the three projects all in one place, the Project overview can be used. Project overview will look like this:

Projektoversigt i Meeho!™, hvor man kan se status på sine projekter

Project overview in Meeho!™ showing you the status of the projects. (Please note that the screenshot is in Danish.)

The very simple way of going about project management is one of the key points of Meeho!™. It’s all about dividing the bigger tasks into smaller ones, making sure that the right users are responsible for each task – and then getting them all done for the final overview of how the projects are coming along.

1

Comment on this post

» Examples of use #2: Quick search

Posted by Kasper Tidemann on Friday 16th of October 2009 09:19:19 AM

In Meeho!™, you can instantly do a quick search. The shortcut to Quick search is set up under My profile (click your name at the top of Meeho!™). The key you need to use for Quick search is the 1 key on the keyboard, and this cannot be changed. However, you can change the keys needed to activate the Quick search alongside key 1. It looks like this:

Tastaturgenveje i Meeho!™

Keyboard shortcuts in Meeho!™. (Please note that the screenshot is in Danish.)

Having defined which keys to use for keyboard shortcuts, you can press Ctrl-Alt-1 (or whichever keys you’ve chosen) which will make the Quick search window appear. Then you write a search string, press enter, and flick through the results using the arrow keys. Once you’ve chosen a search result, you press enter, making Meeho!™ show you the projects you’ve found, the client or whatever you have searched for. It is fast, easy and above all fun!

Hurtig søgning i Meeho!™, som kommer frem ved et tastetryk

Quick search in Meeho!™, revealing itself by the press of the keyboard shortcut buttons. (Please note that the screenshot is in Danish.)

Please be aware of how you operating system controls the keys you choose. For instance, if you use Windows and Internet Explorer 8, and your shortcut key is set to being only Ctrl, then Internet Explorer will switch to tab no. 1 when you press Ctrl-1. In this case, you should enable more keyboard shortcut keys. If you’ve got Ctrl-Alt-Shift enabled, then it won’t interfere with Windows and Internet Explorer 8.

2

Comment on this post

 
OLDER POSTS

+45 70 27 40 08
Open office hours

info@meeho.net

support@meeho.net

News from the Meeho!™ Blog:

02/14 2011 » Fixing the "NoMethodError: undefined method ‘to_sym' for false:FalseClass" error when working with I18n in Ruby on Rails

02/03 2011 » Soon to come: IMAP integration

01/27 2011 » Meeho!™ App version 1.0.3 is out!

01/26 2011 » Cool new iPad stand

We live at Diplomvej 381, 2800 Kgs. Lyngby, Denmark: