Work with job list
This article covers how to search, filter, sort, and manage your job list. To perform actions on an individual job, refer to the corresponding article .
To view all jobs, go to Workflow > Jobs from the left menu bar.
Work with the list
The Jobs page lets you manage your job list by searching, filtering, sorting, and customizing the table to find the jobs you need.
You’ll find all your past and present jobs inside the All jobs and Archived tabs.
Use the options below to get the most out of your job list.
Search jobs
You can search both in-progress and archived jobs. Plus, all custom fields are searchable, too. Go to Workflow > Jobs, type a keyword in the search field at the top right, then press Enter on your keyboard.
To search for archived jobs for a specific account, go to the client account’s Workflow tab, then open the Archived subtab. Type a keyword in the search field at the top right of the page, then press Enter on your keyboard.
Filter jobs
Use filters to narrow down the job list and find specific jobs quickly. For example, you can filter to view all jobs for a particular account or all jobs with a specific status.
You can filter jobs from two locations:
- Jobs page (Workflow > Jobs): View and filter all jobs across your firm.
- Pipeline page (Workflow > Pipelines): View and filter jobs within a specific pipeline only.
To filter the jobs list, click the Filter button at the top left of the page and select the filter and the parameter from the dropdown.
- Selecting is/in will display jobs that contain the value selected in the filter
- Selecting is not/not in will display all jobs that don’t contain the value selected in the filter
For a full list of available filters, see Available filters below.
Sort jobs
You can sort jobs in different ways depending on where you’re viewing them:
- From the job list (Workflow > Jobs): click the up-down arrow next to a column header. You can sort by any available field, such as name, status, or date.
- From the pipeline kanban view (Workflow > Pipelines): click the Sort button at the top right of the kanban view, then select the field you want to sort by from the dropdown. The default sorting set in pipeline settings is displayed in the dropdown.
- From the pipeline settings (Workflow > Pipelines > Edit pipeline): go to the Settings tab on the Edit pipeline page, then select an option from the Sort jobs by dropdown.
Note
Sorting applied from the kanban view takes priority over the default sorting set in pipeline settings. When no kanban view sorting is selected, jobs display in the order specified in pipeline settings.Customize columns
You can customize your job list in various ways: resize, enable, disable, and move columns to your liking.
-
Resize columns: Click and hold the divider between column names and resize it by moving your mouse.
-
Choose which columns to display: Click the gear icon at the top right of the table.
Here, you can select the columns you want to be displayed and change their order. You can enable, disable, or move any columns you want, except for the Name column. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to restore all columns.
For a full list of available columns, see Job list columns below.
Print job list
To print a Jobs list, click the print icon to the left of the search field. You’ll be prompted to print the list, which will include the date and time.
View jobs for the account
To see all the jobs for a client, navigate to the client’s account, then go to the Workflow tab. Open the All jobs subtab to see all in-progress and completed jobs for that account—as well as their assignees, pipelines, stages, priority, internal and client-facing statuses, start dates, due dates and the time in the current stage.
View recent jobs for the account
Sometimes, you need to see which services have been provided to the client in the past. You can find this information on the job card. To view the list of the account’s recent jobs, open any job for this account. The list of recent jobs will be displayed right after the linked elements.
The five last jobs for this account are displayed here. Clicking the job name will open it. If you click All account jobs, the list of all jobs for the account will open.
View jobs in calendar view
You can also see all the current jobs for your firm on the Workflow > Calendar page, which offers various viewing options. Click Jobs to switch to a jobs-only view. You can read more about how jobs are displayed on the calendar .
View jobs on the Insights page
One more way to see your current jobs is the Jobs widget on your Insights page. Firm owner and admin can select a team member whose jobs will be displayed. If you want to track jobs for two or more team members, you can add as many job widgets as you need.
Reference: Job list columns
| Column | Description |
|---|---|
| Name | The name of the job |
| Account | Who the job is for, whether a company (a business account) or an individual (a personal account) |
| Job assignee | The team member this job is assigned to |
| Pipeline | The pipeline the job is in |
| Stage | The stage the job is in |
| Priority | The priority of the job |
| Job status | System or custom label that reflects the current state of a job and tracks blockers or exceptions within a pipeline without creating additional stages |
| Client-facing status | The client-facing job status displayed in the client portal |
| Start date | When you or the assigned team member have to start working the job (corresponds to the Start date on a job card, not to the job creation date) |
| Due date | The due date for the job (for in-progress jobs only) |
| Intake date | The date when you received the client’s documents and the job became ready to start |
| Internal deadline | Your internal completion target before the official due date |
| Time in stage | The amount of time the job has been in its current stage (for in-progress jobs only) |
| Time budget | The time allocated for completing this job. Available only to firm owner, admin and team members with the Manage time budget access right |
| Tracked time | The sum of all time entries linked to the job. Available only to firm owner, admin and team members with the Manage time budget access right |
| Time variance | The tracked time subtracted from the time budget. Available only to firm owner, admin and team members with the Manage time budget access right |
| Budget time spent | The tracked time versus the time budget in percent. Available only to firm owner, admin and team members with the Manage time budget access right |
| Date created | The job’s creation date |
| Date updated | The date the job was edited for the last time |
| Date moved | The date the job was moved to the other stage for the last time |
| Date archived | When the job was archived (for archived jobs only) |
| Stage time limit | You configure a day limit per stage, and TaxDome tracks how long each active job has been there. The status shows days remaining or days overdue |
Reference: Available filters
| Filter | What it returns |
|---|---|
| Job assignee | Jobs assigned to specific team members |
| Pipeline and stage | Jobs in one or several pipelines. Select a specific stage or several stages from different pipelines to further narrow results |
| Start date | Jobs with start dates from a selected range |
| Due date | Jobs with due dates from a selected range |
| Intake date | Jobs with intake dates from a selected range |
| Internal deadline | Jobs with internal deadlines from a selected range |
| Priority | Jobs with a specific priority level (High, Low, Medium or Urgent) |
| Days in current stage | Jobs where the number of days in the current stage is greater or less than a specific number. Useful for identifying jobs that haven’t moved for a specified period |
| Time budget | Jobs where the time budget is equal, greater or less than a specific amount |
| Tracked time | Jobs where the tracked time is equal, greater or less than a specific amount |
| Time variance | Jobs where the time variance is equal, greater or less than a specific amount |
| Budget time spent | Jobs where the budget time spent is equal, greater or less than a specific amount |
| Client-facing status | Jobs with a specific client-facing status |
| Account tags | Jobs with specific tags assigned or not assigned |
| Account name | Jobs for a specific account |
| Date created | Jobs with a specific creation date |
| Date updated | Jobs edited on the selected date |
| Date moved | Jobs moved on the selected date |
| Date archived | Jobs archived on the specific date |
| Job status | Jobs with the specific status, either default or custom |
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