Rotate documents

Documents that have been uploaded to SquidWeb with the wrong orientation can be rotated 90° left of right.

Open the document preview page and right click on the PDF preview to open the rotate option menu.

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Using SquidWeb efficiently

SquidWeb is full of shortcuts and features that will help make your life easier.

We have combined all the tips and tricks we learned from our users at the 2019 Squidlympics to create this ultimate user guide to efficient project creation.

Using these shortcuts will help you streamline your workflow and might help you out in the busy season…

Check out the video here!

Uploading company stationery

Company stationery will be applied to all reports and documents created in SquidWeb so all your company’s important information is available for clients. There are some design criteria that need to be met when uploading your stationery to SquidWeb.

The stationery needs to be in the top 45mm and the bottom 50mm of the documents and it must be uploading in PDF form.

To see how its done check out this video!

Team ToDos

Team ToDo’s are used to send messages to all users of a specific login type instead of an individual.

A Team ToDo can be created to all Accountants for example, instructing them to check all invoices before the months end.

ToDos

ToDo’s serve as SquidWebs internal messaging system. Users can created a ToDo for another team member that links them directly to the page where the task needs doing.

Once the ToDo has been assigned to another user, it will be visible on the Today page of both the creator and the recipient until it is completed.

The only way to complete a ToDo, is to create a “ToDo Complete” and send it back to the creator.
You can even create ToDos for yourself!

Check out this video to see how its done!

The Project Crew Item duplicator

This feature will make creating project crews much faster.

CTRL+D will allow multiple crew positions to be copied to any other date, or crew, within the project. Its Copy/Paste but much better.

Select all the positions you which to duplicate and press CTRL+D to trigger the duplication dialog.

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Scroll wheel click

Click the scroll wheel on your mouse to open pages and features in a new tab.

This is very useful to quickly open multiple pages to work on or save for later.

Resize crew photo

If a crew member’s profile picture is bigger than 100kb it can slow SquidWeb down, if there are many crew members with large profile pictures this can greatly affect the time taken to load features like the crew planner.

To solve this issue simply resize the image to remove and unnecessary background content from the photo.

Navigating with Tab

Tab works in SquidWeb in the same way it functions throughout Windows- Tab will move focus to the next tab stop and Shift+Tab will move focus back to the previous tab stop.

This can be used to navigate projects pages or dialoges.

However, when a dialog pops up, using Shift+Tab will jump focus straight to the last tab stop, allowing you to release the dialog instantly.

Check out this quick video to show you how it works!

Minimum calls

When a rate card with an external minimum call is applied to a project, that minimum call will automatically be displayed on project calculation reports.

If a position is booked for only 2hrs, the project calculations will still display the full length of the minimum call.

The minimum call of individual positions can also be edited at any time from the rates’ container in the SidePanel, so you don’t need to edit the rate card if a different minimum call is agreed upon.