Guide · 367 answers

How YourCA works, step by step.

Where do I see what needs me on every job?

  1. Press All projects beside the job name at the top of the Dash. On a phone, open Where you are from the bottom bar and press All projects there.
  2. Each line is the same line that job's own Dash shows, in the same card: a claim to chase is under Cash, a hold point due under Site, an RFI with no answer under Correspondence.
  3. In each card, what you can still act on comes first, soonest first, whichever job it is on. What is coming up is next, then what is already lost.
  4. Move or hide a card with Customise, as on one job. The All projects layout is its own, so nothing moves on the Dash for one job.
  5. On a phone the same lines are two lists, Needs you now and Coming up.
  6. The job number is on each line. Press a line to read where it comes from, then press its button to act on it. That opens the job the line is on.
  7. Put a line down until tomorrow with the control under it, as on one job. It is down on that job's Dash too.
  8. You see only the lines your role can open, and only the jobs you are on, unless you see every job. The practice job is never on the list.