Work with job list

TaxDome gives you lots of tools to manage and keep track of your jobs. You can view, search, filter, and print them.

Job list

To view all jobs within a pipeline on a single page—so you can sort or apply filters for reporting—go to Workflow > Jobs from the left sidebar menu. You’ll find all your past and present jobs inside the In progress and Archived tabs.

In the job list, the icon indicates that the job is overdue—its due date has already passed.

You’ll see these column headers:

• 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 (this 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)

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 Jobs widgets as you need. Here’s more info on the jobs widgets .

Customize your job list

You can customize your list of jobs in different ways: resize, enable, disable and move columns to your liking. 

To customize the size of columns (except for the Name column), click and hold the divider between column names and resize it by moving your mouse.

To set up the columns you want to be displayed, click the gear icon at the top right of the table.

Here you can select the columns you want to be displayed. You can enable, disable or move any columns you want, except for the Name column. After clicking Apply, the table will be rebuilt with new columns. Clicking Reset will display all columns.

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.

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 or return 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

Here are the different filters you can apply:

• Job assignee: See only the jobs assigned to specific team members.

• Pipeline and stage: See the jobs in one or several pipelines. Select a specific stage or several stages from different pipelines to further narrow the results.

• Start date: See only the jobs with start dates from a selected range.

• Due date: See only the jobs with due dates from a selected range.

• Intake date: See only the jobs with intake dates from a selected range.

• Internal deadline: See only the jobs with internal deadlines from a selected range.

• Priority: See only the jobs of a specific priority.

• Days in current stage: See only the 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 of time.

• Time budget: See only the jobs where the time budget is equal, greater or less than a specific amount.

• Tracked time: See only the jobs where the tracked time is equal, greater or less than a specific amount.

• Time variance: See only the jobs where the time variance is equal, greater or less than a specific amount.

• Budget time spent: See only the jobs where the budget time spent is equal, greater or less than a specific amount.

• Client-facing status: See only the jobs with a specific client-facing status.

• Priority: See only the jobs with a specific priority level (High, Low, Medium or Urgent).

• Account tags: See only the jobs with specific tags assigned/not assigned.

• Account name: See only the jobs for a specific account.

• Date created: See only jobs with specific creation date.

• Date updated: See only jobs edited on the selected date.

• Date moved: See only jobs moved on the selected date.

• Date archived: See only jobs archived on the specific date.

• Job status: See only jobs with the specific status, either default or custom.

Print a 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.

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