Find Your Way Around Products

Every Product you review lives on the Products page. It shows the same Products three ways, with a search box and filters to narrow them down. Open it from Products in the side menu.

Pick a View

Switch views with Planner, List and Cards above your Products. Tuskl remembers your choice on this browser, and switching keeps your search and filters.

Planner

The Planner groups your Products by the Step each one is waiting on, in Workflow order: Awaiting Receipt, To Record, To Edit, To Upload, Awaiting Approval, Collect Fee, and any other Steps your Workflows use. It’s the only view with the one-click Step button, so it’s where you move Products forward. See Move a Product Forward a Step.

• On a large screen, Planner Layout switches between Columns side by side and Sections stacked down the page. On a phone it’s always Sections: tap a heading to open it. The furthest-along Products come first.
• Icons beside a heading flag Products that need you. Hover for a count:
  • a warning triangle: past due;
  • a calendar with a clock: due today;
  • a clock: due in the next 1 to 3 days;
  • a package: logged more than 10 days ago and still not marked received.

List

A table with Title, Creator, Contact, Acquisition, Workflow, Due and Fee. Click Title, Creator or Due to sort by it. It starts with the soonest due first. Choose 10, 25 or 50 Rows per page at the bottom.

Cards

The same cards as the Planner, without the Step button, laid out in a grid and paged like the List.

Search

Type in Search by Title, Contact or ASIN. Tuskl shows Products whose Title, ASIN or Contact’s name contains what you typed. It works in every view. Click the × to clear it.

Good to know: search doesn’t look at Companies or notes. To see everything from one Company’s people, use the Contact filter below.

Narrow It Down

Creator, on the bar, shows one person’s work, or All Creators. It applies as soon as you pick.

Everything else is under Filters. Choose what you want, then click Apply:

• Deadline: Overdue, Due Today, Next 3 Days or Due This Week. Pick more than one to see them together.
• Contact: one or more of your Contacts.
• Workflow Step: one or more Steps. Only Steps that have a Product in them right now are listed.
• Workflow: one Workflow, or All Workflows.
• Status: In Progress, Completed or All.
• Acquisition Type: Free Sample, Reimbursement or Self Purchased.
• Missing Details: only Products with a blank field that applies to them. A blank Fee on a Self Purchased Product, for example, doesn’t count.

The number on the Filters button is how many are on. Each one also shows as a chip above your Products: click its × to remove just that one, or Clear All in the dialog to remove them all. Clear All keeps your search and Creator.

Good to know: Status starts on In Progress, so finished Products are hidden. Choose Completed or All to see them.

Good to know: the tiles under What Needs Me on your dashboard open this page already filtered. The chip tells you which filter it is, for example Not Received.

On Each Product

Each card shows the Creator’s color down its edge, the Title (click it to open the Product’s page), a pill with the Step it’s on, and its Creator, Contact and Due date.

The ⋮ menu has Recording Brief, Edit and Delete. Once a Product is uploaded it also has Changes Requested, for when the brand asks for a redo. In the Planner, Undo Last Step takes back the last Step you marked done.