Jobs (Basic): Job cards in pipelines
The amount of time that a job remains in a stage is displayed right beneath the account name on a job card, making it easy for you to keep track of it. Job cards are fully customizable: You can select the info you want to see displayed, such as the account ID, name or priority.
Customize job cards
Including relevant info on job cards helps all your team members keep track of what's happening within a pipeline. You can customize a job card by toggling on what you wish to see displayed.
Note:
- The account name is always shown on the job card
- You must make a selection or enter text for each field that you want to see displayed on the job card; otherwise the field is hidden
- When the wiki page is linked to a job, it will be displayed on the job card
1. Go to the pipeline settings (here's more on adding, moving and deleting stages and automations) or create a new pipeline by going to Templates > Firm templates from the sidebar menu, then select the Pipelines tab.
2. Turn on the toggles for the Job card fields you want to be displayed:
- Account ID: here's information about account IDs.
- Account tags: tags applied to the account.
- Name: the name of the job.
- Description: job description.
- Priority: the job priority: Low, High, Medium or Urgent.
- Start date: the date when the assigned team member has to start working on a job. It's not the same as the job creation date.
- Due date: the date the job has to be finished.
- Time budget: planned time to spend on the job.
- Tracked: the total amount of time tracked for a job.
- Time variance: the difference between time budget and tracked time.
- Budget time spent: the amount of tracked time related to the time budget (in %).
- Assignees: the team member assigned to the job (more on assigning jobs)
- Client-facing status: the job status visible to clients.
- Days in stage: the amount of time a job has been in a stage
3. Click Save, go to pipeline, and see the results.
Job details
Click the job card to view and edit its details, then click Save or Save and Exit to return to the pipeline or cancel without saving changes.
All information is categorized for easy access:
Top bar
a. Job name: Edit the job name (by default, the job has the same name as the pipeline).;
b. Track time: Track time spent on the job.
c. Three-dot menu: Access the common actions with the job card, such as Share URL, Archive or Delete.
Job info
Account:
a. Account name: Client account name.
b. Account tags: Account tags. If you want to update them, click the account name and do it on the account page.
Workflow:
a. Pipeline: Move the job to another pipeline by selecting a different pipeline from the drop-down menu. Here's more on moving jobs to different pipelines.
b. Stage: Move the job to a new stage by selecting one from the drop-down menu. Here's more on moving jobs to different stages.
Job:
a. Assignees: Select team members for the job.
b. Start/Due date: Set when the job must be started and finished. The start date is not the same as the job creation date. Once created, the job is visible inside a pipeline but not in the Calendar view unless you set the Start and/or Due dates.
c. Priority: Select Low, High, Medium or Urgent.
d. Time budget: Set a planned time to spend on the job in hours and minutes. If your team members use time tracking, you can later compare the time they actually spent with the allocated time budget. Here's more on planning the team capacity. Note that a team member needs the Manage time budget access right to see and edit this field.
Description: Use formatting, emojis, bullets, numbered lists, and links, or add screenshots and images from the internet by pasting them to the text field. You can also mention your team members to get them notified of the job without assigning it to them. However, if they don't have access to the job, they will only receive the Inbox+ and email notifications but won't be able to open the job itself.
Client-facing status
Toggle Show in client portal to set up a job status visible on the client portal. Here's more on the client-facing status.
Comments
Write reminders about the job for yourself or communicate with your team mates. Read more on job comments.
Linked
View linked notes, chats, proposals & ELs, documents, tasks, time entries, organizers, wiki pages, payments and invoices. They will open in a new sidebar.
Also, you can click Link to link an existing entity or click New to create a new entity and link it. Here's more on linking entities to jobs.
Recent jobs
View previous jobs for this account. Here you can read more about recent jobs.
Share links to job cards
To share a link to a job card, such as with a team member, choose one of the following options to copy the link:
- From the Workflow > Jobs page, click the three dots to the far right of the job’s name, then select Share URL.
- Open the job card, click three dots at the top right, then select Share URL.
