Tracking Workflows

The All Work dashboard gives you one place to view, filter, and open every quote, job, invoice, and opportunity your team is working on.

Open All Work

From the sidebar, go to More Features → Work → All Work. You can also open pinned Work items from the sidebar if you have added them.

By default, All Work opens in table view — a sortable list of every work item.

All Work table showing quotes, jobs, invoices, and opportunities

Table view

The table shows key details for each item:

Updated — when the item was last changed
Customer — the linked contact
Project — the project number (click to open details)
Type — Quote, Job, Invoice, or Opportunity
Name — the title of the quote, job, or invoice
Status — current workflow status
Value — dollar amount
Assigned to — team member responsible, when set

Use the Search box above the table to quickly narrow the list. Click any column header to sort. You can also drag column headers to reorder columns — Chekkit remembers your layout.

Column view

Click Show column view to organize items by type: Quotes, Jobs, and Invoices. Each card shows the item name, customer, status, and value.

All Work column view with Quotes, Jobs, and Invoices columns

Click the + button at the top of a column to create a new quote, job, or invoice.

Filtering your data

In column view, use the filter fields at the top of the page:

Filter by Name — search by the quote, job, or invoice title
Filter by Customer — show items for a specific customer
Filter by Status — select one or more statuses (Draft, Scheduled, Overdue, Paid, and more)

Filter by Status dropdown in column view

In table view, use the Search box to filter across the table. Individual columns also support sorting and filtering from the column headers.

Opening a work item

Click any row in table view (or a card title in column view) to open a detail panel without leaving All Work. From the panel you can:

View the customer’s contact and billing information
Jump to the full project page or customer profile
Text the customer
Review customer notes, project activity, and linked workflows

Work item detail panel opened from the All Work table

Click Click to view details on the project card, or use the action buttons on the right, to open the full project in the Work area.

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Hopefully this helps you get everything running. If you have any difficulties or other questions, contact us at support@chekkit.io!