Asking for help
The Stuck button in the Categorize window, and the three things to put in the message so a person can answer it the same day.
Watch
The video for this page is being made. The written steps below are the same ones it shows.
Welcome back. Today how to ask for help in a way that gets you an answer the same day: the Stuck button, and the three things to put in the message.
Step by step
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In the Categorize window, at the top right next to Reports, there is a button that says StuckClick it.
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A short form opens over the windowIt already knows which workbook you are in and which screen you are on, so you do not have to explain that.
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Click the message box and type three thingsWhich row: the date and the description. What you did. What you expected to happen instead.
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If you can, say what you sawA message, a number, a blank. If there was an error message, type it exactly.
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Click Send. The form says Sent, the ticket goes to a person, and the reply comes
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From the hub, the same three things work in Report it at the bottom of the page,
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One thing never to do: do not keep clicking to make it workSend the ticket, and go and do something else. Fixing it twice is slower than fixing it once.
The idea behind it
A ticket with the row is answered the same day. Which workbook, which row, and what you expected to happen. With those three, there is nothing to ask you back; without them, there is.
Worth knowing
The Stuck form attaches which screen you were on and which account was open, so the answer can name the exact cell without you having to find it.
Remember
Stuck, three things, send. A person reads it. See you in the next one.