Activity Intelligence (Ai) View
*Video is best viewed in full screen. Select the "enter full screen" arrows at the bottom right of the video
Activity Intelligence is a very unique and helpful productivity and business analytic tool.
Activity Intelligence allows you to show a client everything completed over time or a custom date range for them, have an itemized list of completed activities to make sure everything properly gets bill, or as a business analytic tool to know how much work you are completing for your rate or if staff is over/under utilized.
1. Navigate to the Ai View from the Smokeball: Home Screen.
- (1) Add an Activity, Print Activity, or Export Activity to CSV
- (2) Select Month/Date Range
- (3) Select to see a specific staff member or all staff
- (4) Hover mouse over timeline for additional info on a particular day
- (5) Add or Change Duration
2. Open a matter by clicking the hyperlink. Each Matter has an activity tab as well.
Did you know...
- If not all your activity is listed, "refresh" to update the activity
- You can create additional activities that aren't already tracked by entering a separate activity
- You can choose to print with the timeline chart or without