TIP: "I pledge allegiance to my Time Sheet, and to the satisfied Traffic Manager in which it stands, one web-based agency management system, under deadline, with workflow and Task accountability for all."

TIP: Use Advanced Search to find Vendors by Keyword.

TIP: Enter as many project details as known in CurrentTrack.

TIP: Cc: the Traffic Manager on Events involving Active jobs.

TIP: Associate Keywords with files uploaded to a Job's Creative Folder.

TIP: Keep Vendor Keywords consistent (e.g. website vs. web site).

TIP: When using Advanced Search, be as specific as possible.

TIP: Use the All Open Jobs List to gauge the volume of work moving through the agency.

TIP: Use the All Open Jobs List to monitor overall Client activity.

TIP: If you've forgotten to cc: someone, Edit the form via the job's Documents Folder. Check the box beside (re)CC and click Submit.

TIP: Never use your browser Back button unless you've received an Error Message.

TIP: Add an Insertion Order Disclaimer via Site Branding.

TIP: When sending an Insertion Order to a Vendor, use its Printer Friendly version.

TIP: Include a revision note in the Brand/Market field of your Media Detail (e.g. Brand Y/Louisville (ver. 1.1)).

TIP: If you've forgotten to cc: someone, Edit the form via the job's Documents Folder. Check the box beside (re)CC and click Submit.

TIP: Place vacation and personal days you may be taking on the Agency Calendar.

TIP: Include "This meeting is mandatory" in the Comments section of the Event.

TIP: Check Pending Proposals to make sure Guests and cc invitees have responded.

TIP: Place Upcoming Events on your Calendar as soon as you're aware of them.

TIP: Make sure your computer's clock is accurate at all times. CurrentTrack refers to it when submitting Events, performing meeting alert checks, etc.

TIP: Regularly Accept or Decline Invitations to ensure you don't miss an important meeting.

TIP: Place cc: Events on your Calendar by clicking "Yes" at the Place on Calendar prompt.

TIP: If a Client will attend an Event, include them on your Invitation by checking the Client View box.

TIP: Add Events by clicking the Add link in a date box of your Monthly Calendar.

TIP: Cc: your supervisor on Vacation Events added to your Calendar.

TIP: Post vacation time to your individual Calendar and the Agency Calendar.

TIP: Check the box beside Re-invite Guests when editing an Event.

TIP: Check the box beside (re)CC when editing an Event.

TIP: Cc: the Traffic Manager on Events involving Active jobs.

TIP: Regularly delete Event notifications from your Messages box.

TIP: File a Change Order when the Client requests modifications that affect existing time and cost estimates.

TIP: If you've forgotten to cc: someone, Edit the form via the job's Documents Folder. Check the box beside (re)CC and click Submit.

TIP: Use the Client Contact Report to recap a weekly Client meeting.

TIP: Avoid making verbal requests for job initiation. Instead, file a Client Contact Report.

TIP: Attach a Due date to each Critical Detail in your Client Contact Report, no matter how tentative.

TIP: Include Budgetary Considerations on the Client Contact Report, even if only "guesstimates."

TIP: Include unusual job requirements in your Client Contact Report.

TIP: Upload printer-ready materials to the Client Interface for vendor download.

TIP: Associate Keywords with files uploaded to a Job's Creative Folder.

TIP: Post frequently used logos to the Client Interface for Vendor download.

TIP: Avoid unnecessary punctuation in creative file names.

TIP: Confirm your Client can download and view PDFs before uploading them to the Client Interface.

TIP: Post a .doc version of copy to the Client Interface for approval.

TIP: If a Client will attend an Event, include them on your Invitation by checking the Client View box.

TIP: Post final radio and television scripts to the Client Interface for download.

TIP: Post office documents such as agency letterhead to an In-House job.

TIP: Replace the hi-res file in a job's Creative Folder with a lo-res version.

TIP: In order for a .jpg image to appear, it must be saved as RGB, not CMYK.

TIP: If you upload the wrong Logo to a Client Spec Sheet, simply Browse again and choose the correct one.

TIP: Confirm your Client can download and view PDFs before uploading them to the Client Interface.

TIP: If a Client will attend an Event, include them on your Invitation by checking the Client View box.

TIP: Avoid making timing and cost commitments without first talking with your Traffic Manager.

TIP: Use the Gross Income Report to monitor project Margins.

TIP: Share a Printer Friendly Workback Schedule with your Client.

TIP: Educate your Clients on the timing involved with various projects.

TIP: Use the All Open Jobs List to monitor overall Client activity.

TIP: Before archiving a Client, put their Active jobs to Sleep.

TIP: If you've forgotten to cc: someone, Edit the form via the job's Documents Folder. Check the box beside (re)CC and click Submit.

TIP: Complete the E-mail (Internal) field of Personal Information and check Notify to receive Messages outside of CurrentTrack.

TIP: Regularly recognize Employees for a job well done. A few kind words can go a long way!

TIP: If you dont already have one, prepare an agency organizational chart.

TIP: Provide Employees with comprehensive job descriptions.

TIP: Give each Employee a copy of your agency Mission Statement.

TIP: Include "This meeting is mandatory" in the Comments section of the Event.

TIP: Communicate to your Traffic Manager when you're going to be out of the office.

TIP: Use the breadcrumb trail to quickly navigate within CurrentTrack.

TIP: If employees bill at different hourly rates, create separate Work Codes (e.g. Tom @ 100.00 and Allison @ 125.00).

TIP: If you have two Employees with the same first name, use the portion of their e-mail addresses listed before the @ symbol as their User Names (e.g. jsmith).

TIP: Encourage Employees not to take on Task assignments outside of CurrentTrack.

TIP: Complete the E-mail (Internal) field of Personal Information and check Notify to receive Messages outside of CurrentTrack.

TIP: You may edit your Expense Report until its been both viewed and recorded by Accounting.

TIP: Never use your browser Back button unless you've received an Error Message.

TIP: Click the Expand link beside Time Breakdown in a Job's Financial Report to view Time Sheet Descriptions.

Click here for more information.

TIP: Use a job's Financial Report to monitor time being spent on its completion.

TIP: Use a similar Sleeping job's Financial Report for reference when giving your Client a quote.

TIP: Print an Active Job Financial Report Summary and take it along to your weekly production meeting.

Click here for more information.

TIP: Use the Gross Income Report to monitor project Margins.

TIP: Enter as many project details as known in CurrentTrack.

TIP: Open a new Job Number as soon as you're made aware of the project.

TIP: Enter as many project details as known in CurrentTrack.

TIP: Open a new Job Number as soon as you're made aware of the project.

TIP: Make one person responsible for opening Job Numbers.

TIP: Include at least one Working Task in every [active] Workback Schedule.

TIP: Keep Vendor Keywords consistent (e.g. website vs. web site).

TIP: Use the Master Task List to monitor workflow bottlenecks.

TIP: Avoid unnecessary punctuation in creative file names.

TIP: Regularly delete Event notifications from your Messages box.

TIP: Regularly clean out your Messages box to decrease page loading time.

TIP: Open a separate tab (or window) by holding down the Control (or Apple) key and clicking on a link.

TIP: Add an Estimate Disclaimer via Site Branding.

TIP: If you've forgotten to cc: someone, Edit the form via the job's Documents Folder. Check the box beside (re)CC and click Submit.

TIP: Add an Insertion Order Disclaimer via Site Branding.

TIP: Use the Print Media Detail to enter outdoor board buy information.

TIP: When sending an Insertion Order to a Vendor, use its Printer Friendly version.

TIP: Use the Print Media Detail to enter outdoor board buy information.

TIP: Include a revision note in the Brand/Market field of your Media Detail (e.g. Brand Y/Louisville (ver. 1.1)).

TIP: If you've forgotten to cc: someone, Edit the form via the job's Documents Folder. Check the box beside (re)CC and click Submit.

TIP: Share a Printer Friendly Workback Schedule with your Client.

TIP: When sending an Insertion Order to a Vendor, use its Printer Friendly version.

TIP: Mirror estimating categories (e.g. Account Service, Copywriting, etc.) with your billing Codes.

TIP: Add an Estimate Disclaimer via Site Branding.

TIP: If you've forgotten to cc: someone, Edit the form via the job's Documents Folder. Check the box beside (re)CC and click Submit.

TIP: If you've forgotten to cc: someone, Edit the form via the job's Documents Folder. Check the box beside (re)CC and click Submit.

TIP: Add a Quicklink for an often referenced document.

TIP: Make www.CurrentTrack.com your browser home page.

TIP: Before archiving a Client, put their Active jobs to Sleep.

TIP: Use a similar Sleeping job's Workback Schedule for additional timing reference.

TIP: Use a similar Sleeping job's Financial Report for reference when giving your Client a quote.

TIP: Indicate when you began and finished a Task in the Time Sheet Memo field (e.g. 8:30 - 9:00 a.m.).

TIP: Include at least one Working Task in every [active] Workback Schedule.

TIP: Encourage Employees not to take on Task assignments outside of CurrentTrack.

TIP: Before archiving a Client, put their Active jobs to Sleep.

TIP: Avoid waiting until 5 p.m. to complete your Time Sheet.

TIP: Indicate when you began and finished a Task in the Time Sheet Memo field (e.g. 8:30 - 9:00 a.m.).

TIP: Create a Work Code for Vacation time (e.g. V at Rate 0.00).

TIP: Create a Work Code for Sick/Personal time (e.g. S/P at Rate 0.00).

TIP: Open a new Job Number as soon as you're made aware of the project.

TIP: Never use your browser Back button unless you've received an Error Message.

TIP: Although you've clicked Complete Time Sheet, you may still edit it up until 12 a.m. of the same day.

TIP: Use the All Open Jobs List to gauge the volume of work moving through the agency.

TIP: Regularly recognize Employees for a job well done. A few kind words can go a long way!

TIP: If you dont already have one, prepare an agency organizational chart.

TIP: Require sign-off at each step in a job's lifecycle.

TIP: Enter as many project details as known in CurrentTrack.

TIP: Cc: the Traffic Manager on Events involving Active jobs.

TIP: Make sure the Traffic Manager's desk is in plain view, not tucked away in a corner.

TIP: Make one person responsible for opening Job Numbers.

TIP: Frequently update Project Scheduling Guidelines.

TIP: Avoid making timing and cost commitments without first talking with your Traffic Manager.

TIP: Be proactive in managing agency workflow, not reactive.

TIP: Use the breadcrumb trail to quickly navigate within CurrentTrack.

TIP: Introduce a Proof Stamp so everyone can sign-off on routed materials.

TIP: Upload printer-ready materials to the Client Interface for vendor download.

TIP: Post frequently used logos to the Client Interface for Vendor download.

TIP: Avoid making timing and cost commitments without first talking with your Traffic Manager.

TIP: When entering a media Vendor, include spec information in Details (e.g. 5 col. ad = 10-13/16 x 10).

TIP: Keep Vendor Keywords consistent (e.g. website vs. web site).

TIP: Create a Work Code for Vacation time (e.g. V at Rate 0.00).

TIP: Create a Work Code for Sick/Personal time (e.g. S/P at Rate 0.00).

TIP: If employees bill at different hourly rates, create separate Work Codes (e.g. Tom @ 100.00 and Allison @ 125.00).

TIP: Frequently update Project Scheduling Guidelines.

TIP: Share a Printer Friendly Workback Schedule with your Client.

TIP: Include at least one Working Task in every [active] Workback Schedule.

TIP: Use a similar Sleeping job's Workback Schedule for additional timing reference.

TIP: Educate your Clients on the timing involved with various projects.

TIP: Never use your browser Back button unless you've received an Error Message.

TIP: Before archiving a Client, put their Active jobs to Sleep.

TIP: Make one person responsible for creating and managing Workback Schedule Templates.

TIP: If you have a Job Type for which timing varies by Client, create separate Workback Schedule Templates.

TIP: Frequently update Project Scheduling Guidelines.

TIP: Never use your browser Back button unless you've received an Error Message.

TIP: Use the Working Tasks List to monitor the amount of work moving through the agency.

TIP: Refer to the Working Tasks List during your weekly production meeting.