Wiley Media Solutions

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Wiley Media Solutions

Tasks assigned to you, items sent for review on your clients, and new recurring tasks.

Open tasks over the period

Open tasks leftWhere you should beBehindAhead
How to read this

The blue line is how many tasks are still open each day. The grey dashed line is the pace that finishes everything by the last day. Blue above grey (pink) means behind, blue below grey (green) means ahead. The line should reach zero by the end.

Tasks finished per day

How to read this

Green bars are tasks finished each day. The dashed line is how many need to be finished per remaining day to clear the period. Grey bars are days still to come.

Tasks in this period

Payments

Where these numbers come from

Contracted fills in on its own from each client's monthly fee for every month they are Active or Onboarding. Cancelled and Paused months add nothing. Margin is what was collected minus that month's expenses.

Expenses

What gets recorded

Every change written to the database is recorded here automatically, with who did it and what changed, alongside sign ins, sign outs, reports sent and task generation. Nobody can edit or delete this log through the app, including owners.

Who can see this

Anyone on the team can file a bug from the Report a bug button. Only you can read them or change their status; the person who filed one cannot see it afterwards.

What this is

A short note on what changed with each push, written at the time of the push. The app cannot write to it, so nothing here can be changed from the browser.

People

Deactivating someone blocks their sign in immediately. Placeholder emails ending in teamboard.local should be changed to real ones.

Who sees what on a client

This is the client record as your team sees it. Click any line to switch it between everyone on the account and owners only. Owner only fields never leave the database for a manager or member.

Board settings

Weekly report (Mondays 8am)

The report is posted as JSON to the webhook below. Paste a GoHighLevel inbound webhook URL and have a workflow email it to the account manager. Recipients are included in the payload so the workflow can use them.

      

Report a bug

Tell us what went wrong and we will pick it up. Nothing here reaches the client.

New task

Client

Recurring task

Every task created from this one starts flagged, so it reaches Done only through For review.

Expense

Add person

Your account

PNG, JPEG or WebP, up to 2 MB. Only the signed-in team can see it.

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