Issue Tickets and User Group support has now gone live! The combination of Time Tracking and Issue Tracking has come together to form a powerful feature set for NeoInvoice, setting us further apart from much of our competition. There are a lot of Time Tracking/Invoicing applications out there, and there are almost as many Issue Tracking apps out there, but there are relatively few apps which bring the two together. The two features are so intertwined (I worked X amount of hours, on this project, but what tickets were they related to) that it made perfect sense to make the combination.
NeoInvoice is slowly heading towards becoming a total suite of important business features (while still keeping simplicity, of course!)
If you do not want to use the Tickets or User Groups features of NeoInvoice, simply ignore them! The application will continue to work as your preferred Time Tracking and Invoicing solution.
Getting Started guide for Tickets:
Once you login, click the Administration dropdown menu from the top of the application. You will now see three new choices, Ticket Categories, Ticket Stages, and User Groups. You will want to create a items in each.
First, go to User Groups. Think about how your company functions; Perhaps you have Graphic Designers who work on interfaces and Programmers who work on the back-ends. Create a different group for the different kinds of users you have. When assigning tickets, you can assign it to a specific person or an entire group, which is where this comes in handy (User Groups will be extended in the future to include permissions and interface changes).
Now, you can edit your users and assign them to a group. You will now see a list of User Groups when editing (or creating) a user.
Secondly, you will want to create some Ticket Categories. These represent the different typical activities your company performs. An example could be “WordPress Installation” or “Business Card Design”. Ticket Categories are generic types of tasks to be performed, each with further stages inside of them. You may also want to make some very generic categories, such as “Generic Bugfix” and “Generic Enhancement”, which would cover the smaller activities being performed which don’t need a category build specifically for them.
Thirdly, it’s time to make some Ticket Stages. Pretend that one of your categories is “Business Card Design”. The different stages you would want to add would be along the lines of “Not Started”, “Gather Requirements”, “Designer Meeting”, “Initial Design”, “Client Review”, “Design Changes”, “Send to Printers”, “Deliver to Client”. Now, when a client comes along and says they need some business cards designed, you would create a ticket, put it in the Business Card Design category, set the status to Not Started, and assign it to your Graphic Designer group.
Every time work is performed for a ticket, you create a new time segment as usual, but you now have an option to select which ticket the work belongs to. As you complete different stages of the ticket, you update the ticket and specify the current stage.