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.

Covered here:

• How to customize job cards
• What counters on job cards mean
• Job details
• Sharing links to job cards
• How team members work on jobs

How to 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 left menu bar, 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 priority level for the job: 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.
• Assignees: the team member assigned to the job (more on assigning jobs)
• Client-facing status: the job status visible to clients.
• Days on 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
• Job info
• Client-facing status
• Comments
• Linked
• Recent account jobs

Top bar

1. Job name: Edit the job name (by default, the job has the same name as the pipeline).
2. Track time: Track time spent on the job.
3. Link: Attach documents, bills, organizers, proposals, time entries and notes, or see those that are attached automatically as an automation trigger. If the automations in the pipeline are set, the elements are attached automatically once the job moves along the pipeline. Here's more on linking elements to jobs.
4. Three dots menu: Access the common actions with the job card, such as Share URL, Archive or Delete.

Job Info

1. 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.
2. Account tags: Apply tags to the account by selecting them from the drop-down or remove them by clicking x to the right of the tag name.
3. 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.
4. Priority: Select Low, High, Medium or Urgent.
5. Assignees: Select team members for the job.
6. Start/Due date (Optional): 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.
7. 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.

Recent account jobs

View previous jobs for this account. Here you can read more about recent jobs.

Sharing 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 and copy the link from the browser.