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Accelo Glossary

There's no denying it: there's a lot to learn in Accelo! With a number of different Products and Modules, and a plethora of ways to use the software, there's so much that Accelo can accomplish for your business. But before you can utilize Accelo to its fullest potential, you'll first want to become familiar with the terminology that you'll encounter within the product itself.

Below is a list of terms that we use within Accelo. Under each term, you'll be able to find out what it is, where you can find it in your Accelo deployment, and the value that it brings to your business. Use the links below to quickly navigate through the list! (Unlinked letters below indicate there are no terms that begin with that letter.)

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  • Activity

    • What: The core, fundamental tool you will use in Accelo to log any work you do.  Activity is the umbrella term which we use to describe internal notes, external emails, phone calls, meetings, and postal, all of which include time tracking by default.  

    • Where: Activities can be created from the + Create button at the top of any deployment.

    • Value: Keeps all of your communications - whether internal or external - inside of Accelo, and you can easily log time while creating an Activity. Also, you can add an Activity against an Object in Accelo right from the Activity creation modal.

  • Action

    • What: When creating an Activity, you can “action” the activity to indicate that you have addressed this item. Progression Actions (Premium) can be used to automate your business processes when progressing the Status of an object in Accelo.

    • Where: You can action Activities in your Request Inbox. Progression Actions can be found when editing a Project, Ticket, Retainer or Sale Type (under the Configuration settings for each module).

    • Value: Progression Actions take the manual work out of your business processes. Automatically update fields, upload files, create Activities, or enable Special Processes whenever a Project, Sale, Ticket or Retainer moves from one status to the next. That way, your team doesn’t have to remember specific processes; Accelo can have them done for you.

  • Affiliation

    • What: The link between a contact and a company. An Affiliation holds the data specific to that contact’s relationship with a company, such as their email address or phone number. A contact can have many affiliations.

    • Where: Affiliations are found in the Companies/Contacts modules. Add an Affiliation to a specific Company by going to the specific Contact’s page, clicking the +Add button, then the Link to Company option.

    • Value: Utilize Affiliations to easily keep communications/records for a company under one Contact.

  • Allocate Work

    • What: Allocating work allows a user to track and report on the tasks underway and hours logged within your retainer period. If your retainer work is spread between multiple Tickets and/or projects, easily allocate this time to any of your ongoing contracts.

    • Where: A user can allocate work for Tickets, Projects and Activities. To learn more about how to allocate work for these Objects, click here.

    • Value: Streamline the process of your complex or multi-faceted campaigns by bringing together your various Projects managed by different parts of your business. Allocate your Project and/or Ticket work to track all Tasks, log hours & report work within your Retainer periods.

  • Approve Work

    • What

      • For Projects, it allows you to review all the time and activities logged against a job, make any important adjustments and then "approve" a portion of work for invoicing.

      • For Tickets, approving work allows you to review all activities and time recorded against a Ticket and ensure that any billable time is handled properly.

      • For Retainers, the approval tool allows you to edit and approve billable activities for invoicing.

    • Where: The approve tool is found in the Project, Tickets and Retainers modules.

    • Value: Instead of needing to go to each individual Project, Ticket or Retainer to approve work, the approve tool allows you to see all the Objects pending approval in one place, depending on which module you’re working in. This saves time and page clicks in the process.

  • Assets

    • What: An asset is a collection of records and details relevant to a Client. It is composed of defined Custom Fields which you can place against existing Clients.

    • Where: Assets can be found in the Sales, Projects, Tickets, Retainers and Assets modules. To find the linked Assets for a specific Object, navigate to that Object’s page (View Sale screen, for example), and click on the Assets tab.

    • Value: By creating templated Assets you can pre-populate your standard data fields and values, allowing you to save time and focus on your work without scrambling through spreadsheets or emails for that password on file.

  • Assign Work

    • What: The Assign Work tool is used to quickly update the status of a Project’s milestones and tasks. Allows a Project Manager to see all milestones and tasks in one list, including their statuses, start & due dates, duration and total time remaining in one screen.

    • Where: The Assign Work tool is available in the Projects module.

    • Value: A Project Manager already has enough to stress about. With Project plans that involve a plethora of tasks and assignees, having to individually assign work by going through each task/milestone would be a hassle. With all of the information needed to assign work on one screen, Project managers can get all of their milestones/tasks assigned with one page view.

  • Attachment

    • What: Any files that are “attached” to any Activity, Expense, Task or Request in Accelo. Attach images, documents, etc. to either enhance a message or Expense (such as a receipt).

    • Where: Can be found throughout Accelo, most notably when creating an Activity, Expense, Task or Request.

    • Value: Without the ability to add attachments to items in Accelo, files would have to be sent through other means (such as email). With attachments available right in the creation modals for Activities, Expenses, Tasks or Requests, you can easily add files without needing to jump through other hurdles.

  • Auto-Scheduled Time

    • What: Auto-scheduled time is the predicted amount of work that is upcoming for a Task over the course of a certain period of time.

    • Where: Auto-scheduled time is utilized on Tasks, and this time can be seen by either going to the individual Task modal or by using the My Schedule screen.

    • Value: With auto-scheduled time, you don’t have to spend your valuable working hours trying to calculate how much time a user needs to dedicate to a specific Task. As that user works on the Task, auto-scheduled time will appear on his/her schedule, ensuring the user always knows exactly how much time to dedicate to a specific Task every day.

  • Category

    • What: Use your Category fields to group your Companies and Contacts to turn your client data into rich data, data that's organized, streamlined, and above all else, useful. Easily categorize your client data by creating the Category name and creating the category options on the fly - you provide the categories and we'll take care of the rest.

    • Where: Categories are utilized for Companies, Contacts and Affiliations. To find where to set up Categories, navigate to the Companies & Contacts tab on the Configuration screen.

    • Value: When using Accelo, you may be dealing with a large number of Companies, Contacts and/or Affiliations. As a result, you want to make sure you can easily filter and find these items based on maybe what industry they’re involved in, how large they are, or the source for that item. Categories allows a user to group like-Companies, Contacts or Affiliations for this reason.

  • Checklist

    • What: When creating a Task, you are able to add a Checklist of to-dos before that Task is completed. You can then mark and track these Checklist items to ensure the Task stays on track.

    • Where: The Checklist feature can be found on the Task creation modal, or on the Task Details modal for those that are pre-existing.

    • Value: Tasks for a Project, for example, may not be as simple as completing a process or job. Sometimes, a Task may be more complex, requiring multiple things to be done first before the Task can be officially “completed.” With the Checklist feature, you’ll be able to track those to-dos more easily, while also seeing who on your team is completing the Checklist items.

  • Class

    • What

      • For Activities, a Class is a custom field that allows a user to easily search for those Activities. The default values are Client Work, Sales and Internal.

      • For Tickets, a Class is used to help a user classify the characteristics of a Ticket.

    • Where: These can be found on both Tickets and Activities. To configure Activity Classes, click the Activities & Emails tab on the Configuration screen. For Ticket Classes, click the Tickets tab on the Configuration screen, then select Classes.

    • Value: When using Accelo every day, your Activities and Tickets will begin to pile up. With Classes, you can easily filter these Activities and Tickets to quickly find them in your lists.

  • Client Portal

    • What: Essentially a “members only” site, where your Clients in Accelo can access to keep track of any work you have with them, including Sales, Quotes, Projects, Tickets, Retainers, Billing/Invoices, Requests and Assets.

    • Where: Clients can receive access to the Client Portal through the View Company screen. When on this screen, click the Portal button in the toolbar, then the View & Invite Contacts option. The link for the portal is deployment.accelo.com/portal.

    • Value: Your Client Portal helps you deliver better, more responsive, more transparent and higher quality service to your clients - all while saving you time. Spend less time chasing your clients (and vice versa) via email or phone, and instead give your clients on-demand access to their project, issue, retainer, and account information, offering real-time updates on active work, allowing users to view and pay invoices, and more - while leaving you in full control.

  • Committed Time

    • What: Committed Time allows a user to allocate an exact amount of time to be worked on by that user at some point during the day.

    • Where: Committed Time is utilized when booking work, and the amount of Committed Time for a user’s schedule can be found on the My Schedule screen.

    • Value: Your team needs to have their time prioritized in order for them to get the proper work accomplished. By committing time on a user’s schedule, you can ensure your team has a specific amount of time blocked on their calendars so that they can get the work that needs to be done, done!

  • Common Folder

    • What: The Common folder is a folder under Attachments that exists across every page in Accelo. The Common folder is an ideal place to store universal and frequently used files that you would like your whole company to have access to.

    • Where: The Common Folder can be found on any Object that has an Attachments tab (EX: the View Company screen).

    • Value: When you have multiple teams utilizing multiple modules in Accelo, it can be difficult to share common files or attachments between all teams. Utilize the Common Folder as the universal folder for every one of your modules.

  • Contributor

    • What: A Contributor is a third party contact that you specifically link to a Project, Ticket, or Sale as they have some association or connection to the work that is happening. You can configure the type of contribution they are intended to make, and will also be able to include them on communication against that record.

    • Where: Contributors can be added to Projects, Tickets, or Sales. This can be done on the left-hand side of the screen, under the Details section. To add a Contributor, click the + Add button on the Team section.

    • Value: If you have any contacts or third party companies that have some stake or involvement with a job or a company, you can easily keep them in the loop by including them as Contributors. Many of our clients require a professional be kept updated, such as the use of a consultant, industry professional, or an attorney.

  • Contractor

    • What: Contractors are users with temporary access to Accelo. This level of access allows users to view and log the work they are assigned and is meant for outside contractors or temporary employees who don’t need access to employees’ schedules or client records.

    • Where: A user can be added as a Contractor on the User Creation screen. Contractors can’t see anything in Accelo that they are not assigned to.

    • Value: Contractors can be valuable pieces of any Project, and when factoring in budgets, they're a group that you want to ensure you don't forget. By using Contractors in Accelo, you don't have to worry about these outside users seeing anything they're not supposed to in your deployment. That way, they can work on whatever Projects or Task are specifically assigned to them!

  • Custom Field / Custom Profile Field

    • What: Custom Fields / Custom Profile Fields are user-defined fields and are part of the custom object or standard object definition. Capture your unique business data by storing it in custom fields. When you create a custom field, you configure where you want it to appear and optionally control export and security options at the field level.

    • Where

      • Custom fields only apply to one specific type of Project, Ticket, Sale or Retainer. To create a custom field, navigate to the Custom Fields tab when editing an Object Type.

      • Custom Profile Fields can be made available across many Module types, ie - Sales Types, Project Types, Ticket/Issue Types, etc. Profile Fields allow you to configure customized fields which apply to all records within that module, not just one of them.

    • Value: Instead of needing to manually create specific fields for every Project you create in Accelo, for example, you can utilize custom fields to save time and manual effort to ensure your information is consistent and accurate.

  • Daily Timesheet

    • What: With the Daily Timesheet, you can view all of your logged work and assigned Tasks in one location, making it easy to keep track of the work you have done and the work you need to do.

    • Where: To access the Daily Timesheet, hover over the Time button at the top of your deployment, then select the Daily Timesheet option.

    • Value: By utilizing the Daily Timesheet, you get an overall view of your own work in one timeline view. From here, you can easily convert time, log time, and relocate work in one convenient place.

  • Dependencies

    • What: Dependencies are what make the sequence of a workflow run smoothly and effectively. There are four types of Dependencies:

      • Finish to Start: Most common. A task can’t start until its predecessors have finished.

      • Start to Start: A task can’t start until it’s predecessors have started.

      • Finish to Finish: A task can’t finish until its predecessors have finished.

      • Start to Finish: A task can’t finish until its predecessor tasks have started.

    • Where: Dependencies are used with Tasks and Milestones in a Project plan.

    • Value: Creating Project plans with dependencies in place provides visibility into team workload and scheduling. It allows you to see if there are any conflicts with time and availability.

  • Divisions

    • What: Divisions allow you to select groups of clients and then change how you work with them. Whether you have a group of clients who get a special rate, a group of clients who you want to show a different phone number to in your email signature, or a group of clients who you want to see a completely different brand and email address, you can use divisions to make it happen.

    • Where: To edit or add Divisions, navigate to the Configuration gear > Users & Groups > Divisions. Divisions are used in the Companies module.

    • Value: When dealing with a number of clients, you’ll want to be able to work with them in a number of different ways. With Divisions, you’re able to customize which Companies are grouped together, any Contacts that are within those Divisions, any special rates, and even a special email signature. Utilize these options to more easily communicate and work with certain industry types, for example.

  • External Appointments

    • What: External Appointments refer to any external calendar entries (such as meetings scheduled through Outlook, Gmail, etc.)

    • Where: These External Appointments will be able to be seen in your schedule by going to the My Schedule screen. External Appointments will appear in purple.

    • Value: Your integrations are part of what makes Accelo so valuable. But when you’re scheduling meetings through Gmail, Outlook, etc., you shouldn’t have to ensure that those meetings also show up in Accelo manually. With External Appointments, you can ensure any meetings you schedule or appointments you make reflect on your Accelo schedule, allowing you to get an accurate look at what your workload looks like for the week!

  • Financial Visibility  

    • What: The financial visibility permission will allow a user to see not only the rates which your users are charged at, but the monetary values of Projects, Issues and their budgets. Users without this permission will see an hour value in place of the dollar value when viewing budgets and budget usage.

    • Where: Financial Visibility can be set when either creating or new user, or by editing an existing user.

    • Value: If you’re using Accelo with contractors, or are in situations where your team members might not appreciate that there’s a lot of hidden costs involved in running the business, Accelo allows you to control the visibility of financial data on a per-user basis.

  • Filters

    • What: Filters are a customizable search criteria that can greatly reduce the number of clicks involved in displaying records.

    • Where: Filters can be found on every list screen in Accelo. For example, the Project List screen after clicking on the Projects Module button on the left toolbar.

    • Value: Your team shouldn’t be spending time trying to find their work. With customizable filters, search by specific criteria to allow for quicker, more efficient work from your team.

  • Favorite

    • What: These are pages that you have marked as "Favorite" in Accelo, allowing you to access them quickly. This is useful for monitoring important Sales or Projects in Accelo that you may be a manager for, or simply want to keep track of.

    • Where: Any page in Accelo can be Favorited. To Favorite a page, simply click the Favorite button at the top-right corner of the screen. Once a page is favorited, it can be found in the Saved dropdown in the top toolbar.

    • Value: If there are specific objects, such as a Project or Sale, that you or your team are frequently working on, be sure to Favorite it to navigate to it more quickly. Saving time is saving money, and Favoriting is one of the easiest ways to do so!

  • Groups

    • What: User Groups in Accelo to allow you to easily categorize staff, sort lists based on staff groups and bulk assign user permissions. This allows fast and powerful control over your staff's access to the modules in Accelo.

    • Where: Groups can be created by navigating to the Configuration gear, then to the Users & Groups tab, followed by the Groups option.

    • Value: Different groups of people on your team have different tasks, different assignments, and different priorities throughout the day. Instead of setting all of those individually, Groups allow you to combine similar users together to ensure you save time as a manager!

  • Inbox

    • What: The Accelo Inbox always aggregates all your client-facing emails into one location. The Inbox module of Accelo functions much like the inbox of your current email program, allowing you to keep yourself appraised of all your correspondence.  However, where your standard inbox focuses on read and unread messages to inform you of what needs to be done, Accelo's Inbox uses Actioning to determine when work stemming from an Activity is truly complete.

    • Where: Your Accelo Inbox can be accessed via the Inbox button at the top-right corner of your Accelo deployment (next to your User Profile Icon).

    • Value: Simply put, the Accelo Inbox keeps you and your team from needing to have multiple email services open to get your work done. Have all of your emails come in to one centralized inbox, and immediately action, claim or convert those emails based on your specific needs.

  • Item

    • What: Items are a list of Materials and/or Services. Services are used to define the ledger and tax codes of the work you do for your clients, while Materials are used to list and price any items you may sell to clients.

    • Where: To find/edit your Item list, click on the Configuration gear > Invoices & Pricing tab > Material & Service Items. These Items will be used when creating Quotes and Invoices, as well as when creating Project Plans.

    • Value: Organize and segment your work into different Services for better management, planning, and invoicing, letting you shape Accelo to match just what your business needs. Also organize the products you sell into different Materials for your quotes and invoices.

  • Lookup

    • What: A special custom field type which allows you to search and “lookup” an associated record, such as an affiliation or company record. For instance, you can create a “lookup” field called “Referred By”, and connect one company record to the existing company that referred you their business.

    • Where: To create a Lookup, create a Custom Profile field for an Object, then select the Lookup type.

    • Value: Lookup Fields are typically used as a great way of creating relationships between client records. For more details about Lookup Fields, click here.

  • Material

    • What: Materials are items you may be invoicing the Client for.

    • Where: Materials will primarily be used with Quotes, Projects, Tickets and Retainers. To add or edit Materials, navigate to your Configuration gear > Invoices & Pricing tab > Material & Service Items.

    • Value: By having a defined set of Materials for your staff, your team members can freely plug those Materials into their billable work. That way, they minimize their time on overhead, allowing them to get their work done more quickly.

  • Milestone

    • What: A milestone is a task in a Project plan that indicates an important point in the plan. Typically, a milestone will include a series of tasks that need to be completed in order for the milestone to be reached. In an Accelo Project plan, milestones are marked in bold.

    • Where: Milestones are used in the Projects module when utilizing Project plans.

    • Value: Project plans can be extensive. In order for your team to get them accomplished efficiently, you want to ensure they have goals within the plan that they should look to complete. With milestones, you give your team clear-cut points in the plan that they can look to achieve, and you can set clearer expectations for the plan as a whole.

  • Module

    • What: Accelo's Modules are specific segments within each of the 5 core Products, or are standalone components that support the five core Products. These Modules are different than Accelo's core Products in that they serve distinct, singular functions, whereas Accelo's Products are multi-functional.

    • Where: To access your Modules, utilize the left-hand menu. From there, you can access any Modules that are available for your deployment (A Serv-Ops account, for example, will have access to all Modules.).

    • Value: Your Modules are where a solid portion of your work in Accelo will be done. These Modules allow you to keep all your related work together, making it easy to find your Expenses, Purchases and more with one click of a button!

  • Object

    • What: A singular piece of work, such as one Project, Sale, or Ticket.

    • Where: Objects are found all throughout Accelo. Any Project, Sale, Ticket, Retainer, etc. all fall under the Object umbrella.

    • Value: Your Objects are what make your Accelo deployment valuable. As you create Objects, you’ll be able to work on them, keep track of them, and ensure that you’re able to quickly get back to the work you love!

  • Period

    • What: A specific time frame - whether that be a week, month, quarter or year - on your Retainer where you have agreed to provide a service to your clients.

    • Where: Periods are utilized in the Retainers module. They can be found/added on the View Retainer screen, under the Overview tab.

    • Value: Your Retainer Periods are crucial to tracking the work performed within these specific time frames. Think of them like buckets into which Tickets, tasks, Projects or general work are allocated.

  • Products

    • WhatAccelo's Products are the five core components of the platform that enable our customer's to manage their businesses and operations. These are Company/Contacts, Sales, Projects, Tickets and Retainers. These Products serve a plethora of functions in Accelo, and each has its own distinct identity for how it fits into your company's day-to-day operations.

    • Where: Your Products can be found on the left-hand toolbar, near the top of the bar (the Products you see will be dependant on what Accelo plan you have. A Serv-Ops plan, for example, will have access to Sales, Projects, Tickets and Retainers.

    • Value: Your Products are the core pieces of your Accelo deployment. Depending on which Products you’re using, you’ll be able to do everything from track Sales, create Project plans, progress support Tickets and set up recurring Retainers!

  • Progression

    • What: A progression is the transition between statuses where users can build in automation (actions) such as sending templated emails or creating pre-populated tasks.

    • Where: Progressions are found on the Edit Object Type screens. For example, on the Edit Project Type screen, which is found by clicking on the Configuration gear > Projects tab, then Types, Progressions & Fields.

    • Value: Progressions allow for automation when creating Objects in Accelo.If you're familiar with the concept of a flow chart, each status is like a box in a flow chart, and the progressions are the lines that join the boxes together. By nominating a starting and ending status, you're able to provide your users with a clear business process to follow, improving consistency and coordination across your team.

  • Project Expense

    • What: A Project Expense is, simply put, any Expense against a Project in Accelo. For example, any travel expenses, training materials, etc. that would be logged against a specific Project.

    • Where: Project Expenses can be found on the View Project screen by navigating to the Expenses tab.

    • Value: Projects aren’t completed without some sort of cost. Whether it’s travel that’s required for your team, materials needed to complete tasks, or other miscellaneous expenses, you’ll be needing to track all the Expenses against your Projects in Accelo. With Project Expenses, you can keep all your Expenses for a Project in one place, allowing for better organization and a better understanding of what Expenses your team is logging.

  • Project Rate Card

    • What: Project Rate Cards are a list of override billable rates that can be utilized in the Projects module.

    • Where: Project Rate Cards are used when creating or editing Project plans. To edit or create a Project Rate Card, navigate to the View Project screen, then to the Rates tab.

    • Value: There are a number of benefits of Project Rate Cards, including:

      • Control which billable rates are applicable to a Project.

      • Make bulk changes to rates, which will cut down on administrative work.

      • Easily customize the amount charged for existing rates.

      • Work alongside the Divisions feature to auto-populate the default charge rates for that specific Division.

  • Project Schedule

    • What: The Project Schedule offers a Gantt-style overview of your Project's Milestones and Tasks, allowing you to quickly and visually track your Project's progress.
        

    • Where: The Project Schedule can be viewed on the Schedule tab on the specific View Project screen. Note that the Schedule tab is only visible once the Project is active.

    • Value: Projects need to be completed on time and on budget. While looking at your Project Overview, you can quickly tab over to your Project Schedule to see the full scope of work, your own specific work, as well as work for the day/week.


  • Rates

    • What: Rates are included on your billable work in Accelo to help you budget for work and track the billable value of work. Note that all rates are hourly.

    • Where: Rates are used when editing a staff member (staff rate), with Retainers and with Tickets. To add a Rate, navigate to your Configuration gear > Invoices & Pricing tab > Rates.

    • Value: In Accelo, you can define your cost rates and billable rates to help provide real-time reporting on profit margins!

  • Request

    • What: Requests are emails your team receives from clients needing support of some kind within your shared inboxes such as support@, info@, or sales@yourcompany.com.

    • Where: Requests can be viewed in the Request Inbox and quickly converted into Sales Tickets, Support Tickets and more.

    • Value: Your Request Inbox can be an invaluable piece of your Accelo deployment. It not only can serve as a shared, central inbox for all of your company addresses - such as support@, sales@, etc. It can also serve as a triage center for your support team and sales team, allowing your support team to quickly convert client requests into Tickets or your sales team to quickly convert leads to opportunities.

  • Resolution Notes

    • What: Resolution Notes are utilized on Tickets as a progression action. When a Ticket is resolved or closed, you can choose to update the Resolution Type to better inform your team how or why a specific Ticket was closed.

    • Where: The Resolution Notes can be seen on the individual View Ticket screen (on the right-hand side of the Ticket). To update Resolution Types, click on the Configuration gear > Tickets tab > Resolution Types.

    • Value: Not only do Ticket Resolutions allow you to better automate the process of closing a Ticket, but it can help keep your support team informed on why certain issues were resolved.

  • Signoff

    • What: Signoffs allow a user to send one or more files to a client for review. Note that in order to use Signoffs, the Client Portal must be enabled.

    • Where: Signoffs are available in the Projects and Tickets modules.

    • Value: With the Signoffs feature, you can get approval on a file from a Contact directly through the Accelo Client Portal. Your clients can also view the files, comment on them prior to approval and give their approval. Once a file has been approved, any changes to it are locked, ensuring integrity.

  • Skills

    • What: Skills allow you to group together similar sub-sets of users who have a specific skillset. Once grouped, you can then filter your users based on this skillset to allow for easier and quicker scheduling and assigning of work.

    • Where: Skills are used on filtering for your User List as well as your Team Scheduling. To add a Skill to a user, simply edit that specific user and add to the Skills field.

    • Value: You likely have diverse skillsets on your team, all of which can be applied to different Projects, Sales, etc. Instead of constantly wading through your user list to find the right candidates for a Project, for example, utilize Skills to easily find the right team members for the job!

  • Status

    • What: A Status is each phase or stage of your current business process. By customizing and configuring a starting and ending status, you're able to provide your users with a clear business process to follow, improving consistency and coordination across your team.

    • Where: Statuses can be found and configured when editing a specific Object Type (For example, a Project Type).

    • Value: Statuses and Progressions are critical for ensuring proper automation in your modules. By setting up proper Statuses in Accelo, you can clearly define your business processes from start to end, ensuring your team fully understands where an Object is in its lifecycle in Accelo.

  • Stream

    • What: The Stream is an all-encompassing view of client communication and logged work between your clients and your team.

    • Where: An overall Stream of your deployment can be found by clicking on the Stream button in the top toolbar. Individual Streams for each object can also be found by navigating to the specific Object’s page, then to the Stream tab (Example, a specific Project page).

    • Value: The Stream is crucial for staying in the loop on everything going on in Accelo, allowing you to stay informed in real-time, see what your team is working on, and get instant updates on what's been going on in your business.

  • Task

    • What: Tasks in Accelo are units of work for users that have deadlines and an estimated amount of work attached to them.

    • Where: Tasks are used in multiple areas of Accelo, including on Tickets, Sales, Projects or Companies. Get an overall look at your Tasks via the Task Board in the top toolbar.

    • Value: Tasks are the heart of the Accelo scheduling system. They’re useful for managing small pieces of work related to a specific item, then tracking that work in either the Schedule or Task Board. Tasks are also important for prioritizing and scheduling, as a task that has time and a due date will appear on the assignee’s schedule.

  • Timer

    • What: Timers are a way to instantly track time in Accelo. You can also run Timers in the background while doing other work in your deployment.

    • Where: To start a new Timer, you can either hover over the Time button in the top toolbar, then select the New Timer option, or you can click the Start Timer option on a specific Object’s main toolbar.

    • Value: Logging time can not only be a hassle, but it can be easy to forget. By utilizing the Timer feature in Accelo, you can easily track the amount of time you’re spending on your work or creating Activities. That way, you have a more accurate understanding of how much time you’re spending.

  • Trigger

    • What: Triggers are available when creating Types, and they allow you to configure rules in order to spark key business processes automatically.

    • Where: Triggers can be found and configured when editing an Object Type (such as a Project Type).

    • Value: Automation in Accelo doesn’t work to its fullest potential without the use of Triggers. Triggers will run automatically in the background, monitoring your ongoing work and taking action when its specific rules are met. This takes the manual business processes out of your team’s hands, allowing them to get their work done quicker and more efficiently.

  • Types

    • What: A Type defines and automates key steps in a specific business process. Those processes are built into Accelo to include each phase (status), a defined path (progression) and actions that need to be taken when you progress from one phase to another.  Every Type in Accelo is built of Status & Progressions.

    • Where: Types are created or adjusted through the Configuration menu. For example, to create a Project Type, click the Configuration gear > Projects > Types, Progressions & Fields.

    • Value: Types are your business processes in Accelo. Creating well-formed Types not only saves your team time, but effort when progressing an Object through its lifecycle. Craft intricate Types to streamline your business processes and get back to the work you love.

  • Weekly Timesheet

    • What: The Weekly Timesheet is an overall look at a specific user’s Tasks for the week. From here, users can filter their work and log time.

    • Where: To get to the Weekly Timesheet, hover over the Time button, then select the Weekly Timesheet option in the dropdown menu.

    • Value: The Weekly Timesheet not only allows your users to see their full week of work in one view, but it also allows them to log suggested time for certain Tasks. That way, your users don’t have to spend more time than they need to logging their hours for the week! 

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