How to Get Started with Play @ Work

Welcome to Play @ Work! This guide will walk you through setting up your account, adding team members, and customizing your settings to get the most out of the platform.

Step 1: Creating Your Account

If you haven’t created your account yet, follow these steps:

Staff, Project Manager, and Finance Manager Actions in Play @ Work

Play @ Work provides distinct roles and responsibilities for Staff, Project Managers, and Finance Managers to streamline workflow, improve productivity, and enhance collaboration. Below, we’ll break down the actions and permissions associated with each role.

Staff Actions

Staff members, also known as executors, are responsible for completing tasks and contributing to projects. Here are the key actions available to staff:

1. Task Management:
• View assigned tasks and upcoming deadlines in the notifications menu.
• Record time on tasks manually or by using the task timer.
• Start and stop timers directly from task details to track time accurately.
2. Task Progress Updates:
• Mark tasks as completed after finishing the work.
• Set personal reminders for tasks to stay organized.
• Select milestone phases for tasks to align with project goals.
3. Point Tracking:
• View earned points in the wallet after task approval by the Project Manager.
• Redeem points once they meet the minimum threshold (e.g., 100 points).
  
  

Project Manager Actions

Project Managers oversee tasks and projects, ensuring quality and timely completion. They bridge the gap between staff and administrative roles. Here’s what they can do:

1. Task Validation:
• Receive notifications for tasks submitted by staff for approval.
• Approve or disapprove tasks based on quality and requirements.
• Provide feedback for disapproved tasks, prompting staff to rework as necessary.
2. Point Approval:
• Validate point allocations for completed tasks.
• Ensure staff points are only added to their wallets after task approval.
3. Project Oversight:
• Assign tasks to staff and monitor progress.
• Manually update project status to reflect overall progress.

Finance Manager Actions

Finance Managers handle financial tasks, including point redemptions and payout approvals. Here’s what they can do:

1. Point Conversion:
• Approve or disapprove point conversions requested by staff.
• Add descriptions and specify payout dates for point redemptions.
• Define payment methods for bonuses, ensuring transparency.
2. Point History Management:
• Track point withdrawals from staff wallets.
• Review and maintain the Redeem Points History for accountability.
3. Oversight and Reporting:
• Manage financial aspects of projects, including estimated costs and budgets.
• Ensure points are appropriately allocated and aligned with organizational policies.
  
  

Summary

Play @ Work’s role-specific actions for Staff, Project Managers, and Finance Managers ensure that tasks, points, and collaboration are handled effectively. By clearly defining these responsibilities, the platform helps organizations achieve their goals while fostering teamwork and accountability.

For more detailed guidance, check out our additional Knowledge Base articles or reach out to our support team.

Points in Play @ Work are a powerful motivational tool designed to boost productivity and enhance the quality of work. Administrators and Finance Managers are responsible for creating points and allocating them to Project Managers, who then distribute them to tasks and team members. This guide explains how to create, assign, and monitor points effectively.

Step 1: Creating Points

Administrators or Finance Managers can create points to set budgets for projects and tasks.

How to Create Points:

1. Navigate to the Points Module:
• Log in as an Administrator or Finance Manager.
• Go to the "Company Points" section in the dashboard.
2. Create a Point Budget:
• Click on "Points."
• Add the total number of points you want to allocate for projects and tasks.
  
  

Step 2: Assigning Points to Project Managers

Once points are created, they can be allocated to Project Managers for specific projects or as a global budget.

How to Assign Points:

1. Select a Project Manager:
• Go to the "Assigned to" section and locate the Project Manager who will oversee projects.
• Decide whether to create a global budget for all projects or smaller budgets for specific projects.
• Allocate the point budget to the Project Manager.
2. Allocate Points to Projects:
• The Project Manager redistributes the points by entering the number of points allocated to each project.
• Points are then divided into tasks and assigned to team members based on their responsibilities.
  
  

Step 3: Monitoring and Adjusting Points

Administrators and Finance Managers must regularly monitor point usage and make adjustments if necessary.

How to Monitor Points:

1. View Point Usage Reports:
• Access the "Points History" section in the dashboard.
• Review how points are being distributed and utilized across projects and tasks.
2. Adjust Point Allocations:
• If additional points are required, go to the "Points Management" section.
• Add more points to the existing project budget and notify the Project Manager of the updates.
  
  

Best Practices for Point Management

1. Set Realistic Budgets:
• Ensure point allocations align with the scope and objectives of each project.
2. Communicate Clearly:
• Keep Project Managers informed about their budgets and any updates to point allocations.
3. Monitor Regularly:
• Use "Points History" reports to track usage and ensure alignment with organizational goals.
  
  

4. Need Help?

   For additional guidance, explore our Knowledge Base or reach out to our support team. You can also watch our training videos for step-by-step instructions on specific features.

   Thank you for choosing Play @ Work. We’re here to help you succeed!

Welcome to Play @ Work! This guide will walk you through managing customers, creating projects, assigning tasks, and handling point attribution. Follow these steps to streamline your organization’s workflow.

Creating Customers

1. Add a New Customer:
• Navigate to the Customers tab and click the + Add Customer button.
• Fill out the customer profile, including their name, contact information, and any additional details.
• Add supporting content such as text, photos, or videos to provide a comprehensive reference.
  
  
  
  
2. Filter Clients:
• Access the filter feature in the Customers tab.
  Select criteria such as tags, location, or account status to refine your search.
  View instant results based on the selected filters.
  
  
  
  
3. Add Customer Address:
• Include the customer’s address for accurate records and task or project alignment.
  
  
  
  
4. Collaboration Options:
• Grant customers access to specific projects and tasks for collaboration and approvals.
  
  

Importing and Exporting Customer Profiles

1. Importing Customers:
• Download the import template from the platform.
• Ensure your customer data matches the required format (CSV or Excel).
• Upload the file, and validate the data before finalizing the import.
  
  
  
  
  
2. Exporting Customers:
• Navigate to the Customers tab and select the export option.
• Choose XLSX (Excel) format to download customer data and activity reports.
  
  

Creating Projects

1. Add a New Project:
• Go to the Projects tab or create a project directly from a customer profile.
• Enter the project name, start date, and deadline.
• Add a detailed description, including text and content for context.
  
  
2. Assigning Project Managers and Users:
• Assign project managers to oversee progress.
• Allocate specific users responsible for completing tasks within the project.
  
  
3. Define Project Point Budget:
• Assign points to the project as its budget.
• Points are distributed to tasks and team members based on roles and responsibilities.
• Project managers may receive a percentage of the point budget for oversight.
  
  
4. Billing and Progress:
• Enter project billing rates, estimated hours, and costs.
• For automated billing, subscribe to additional modules like quotations, contracts, and expenses.
  
  
  

Creating Tasks

1. Add a New Task:
• Select the project and click the + Add Task button.
• Enter a task title, priority level, and assigned user.
  
  
2. Task Details:
• Include a description, target completion date, and whether the task is visible to the client.
• Indicate if the task is billable or not.
  
  
3. Add Checklists for Quality Control:
• Create a checklist within the task to track sub-tasks or quality requirements.
  
  
4. Manage Task Progress:
• Use the Kanban view to visually track task progress.
• Drag and drop tasks to update their status.
  
  
5. Set Reminders and Notifications:
• Add reminders or notifications to ensure timely completion of tasks.
  
  
  

Point Attribution and Management

1. Point Attribution:
• Points are allocated to projects and then distributed to tasks.
• Project managers approve task completions but do not handle point payouts.
  
  
2. Point Redemption:
• Administrators and finance managers handle point redemptions for completed tasks.

Need Help?

For more detailed instructions, visit our Knowledge Base or reach out to our support team. You can also watch training videos to learn more about specific features.

Thank you for using Play @ Work. We’re here to help you succeed!

Play @ Work is designed to streamline your team’s workflow by offering intuitive tools for managing tasks, tracking points, and fostering collaboration. This guide provides a comprehensive overview of these features to help you maximize productivity and engagement.

Task Management

Effective task management is at the heart of Play @ Work. Here’s how to make the most of it:

1. Assigning Tasks:
• Project Managers can create and assign tasks to team members.
• Tasks can include descriptions, due dates, and priority levels.
2. Tracking Task Progress:
• Staff can use the timer feature to log time spent on tasks.
• Tasks can be updated with milestones and marked as completed when finished.
3. Approval Process:
• Project Managers review and approve tasks to ensure quality.
• Tasks must be approved before points are awarded to the staff member.
4. Using the Kanban View:
• Drag and drop tasks in the Kanban board to update their progress.
• Visualize the status of all tasks in one place.
  
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Point Management

Points are a powerful motivator in Play @ Work, enabling your team to track progress and earn rewards.

1. Point Allocation:
• Administrators or Finance Managers create point budgets for projects.
• Points are distributed to Project Managers, who assign them to tasks.
2. Earning Points:
• Staff earn points upon task approval by the Project Manager.
• Points are deposited into the staff’s wallet and can be redeemed once a threshold is met (e.g., 100 points).
3. Point Redemption:
• Staff can request point redemption, which must be approved by the Finance Manager.
• Approved points are deducted from the wallet and recorded in the Redeem Points History.

Collaboration Tools

Play @ Work offers several features to enhance teamwork and communication:

1. In-App Chat:
• All roles can communicate directly through the chat feature.
• Share updates, ask questions, and resolve issues in real-time.
2. Leaderboard:
• Displays team rankings based on task completion and points earned.
• Encourages healthy competition and inspires high-quality work.
3. Vision Board:
• Available to all roles for setting personal objectives.
• Align goals with professional milestones to stay motivated and focused.

Best Practices

1. Regular Updates:
• Ensure all tasks are up-to-date in the Kanban view.
• Use reminders and notifications to keep track of deadlines.
2. Encourage Feedback:
• Project Managers should provide constructive feedback on disapproved tasks.
• Use the chat feature to discuss task details and improvements.
3. Promote Transparency:
• Use the Vision Board and Leaderboard to keep goals and achievements visible.
• Celebrate accomplishments with the team to boost morale.

Need Help?

For more detailed instructions, visit our Knowledge Base or reach out to our support team. You can also watch training videos to learn more about specific features.

Thank you for using Play @ Work. We’re here to help you succeed!

Play @ Work provides powerful tools to help individuals and teams set goals, celebrate achievements, and foster healthy competition. This article explains how to use the Vision Board, Accomplishment Tracking, and Leaderboard features effectively.

Vision Board: Setting Personal and Professional Goals

The Vision Board feature allows all roles to set and track personal and professional objectives, ensuring alignment with organizational goals.

Key Features:

• Create Objectives:

  • Add short-term, medium-term, and long-term goals.

  • Assign point values to each goal to track progress.

• Visual Progress:

  • View your progress toward goals as tasks and projects are completed.

  • Stay motivated by seeing how your daily efforts contribute to your bigger aspirations.

How to Use:

1. Navigate to the Vision Board section in your account.

2. Add your goals with descriptions and point values.

3. Update goals as progress is made, and mark them as achieved when completed.

Accomplishment Tracking: Celebrating Success

The Accomplishment Board allows you to document and reflect on your achievements, fostering a sense of pride and motivation.

Key Features:

• Track Milestones:

  • Automatically log completed tasks and projects.

  • Add past accomplishments manually to document your journey.

• Highlight Achievements:

  • Use the board to showcase major milestones and contributions.

  • Inspire team members by sharing accomplishments.

How to Use:

1. Access the Accomplishment Board from the main menu.

2. Add past achievements or view automatically logged milestones.

3. Reflect on your progress and share successes with your team.

Leaderboard: Encouraging Healthy Competition

The Leaderboard feature ranks team members based on their contributions, encouraging collaboration and quality work.

Key Features:

• Team Rankings:

  • View rankings for individuals or teams based on points earned and tasks completed.

• Motivation Through Competition:

  • Foster a culture of friendly competition and recognition.

  • Reward top performers to encourage sustained excellence.

How to Use:

1. Navigate to the Leaderboard section in your account.

2. Review individual or team rankings.

3. Use the leaderboard insights to recognize and reward top performers.

Best Practices for Using These Features

1. Align Goals with Objectives:

   • Use the Vision Board to align personal and professional goals with team and organizational objectives.

2. Celebrate Wins:

   • Regularly update the Accomplishment Board to keep morale high.

   • Acknowledge team and individual achievements during meetings.

3. Promote Collaboration:

   • Use the Leaderboard to inspire team members to work together while maintaining healthy competition.

Need Help?

For additional guidance, explore our Knowledge Base or reach out to our support team. You can also watch our training videos for step-by-step instructions on specific features.

Thank you for choosing Play @ Work. We’re here to help you succeed!