Jobs list (Basic): View, search, filter, print

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

Job list

To view all the jobs inside a pipeline on one page—in order to sort or apply filters (a useful reporting tool)—go to Workflow > Jobs from the left sidebar menu. You’ll find all your past and present jobs inside the Active and Archived tabs.

In the job list, you’ll see this icon:

This means the job is overdue—the due date has 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 (more on selecting assignees)
• Pipeline: the pipeline the job is in
• Stage: the stage the job is in
• Client-facing status: the client-facing job status displayed in the client portal (more on client-facing statuses)
• 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 Active jobs only)
• Priority: the job priority
• Time spent in the current stage: the amount of time the job has been in its current stage (for Active 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. More on using the time budget
• 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)

To sort the list of  Jobs, click on the up-down arrow next to the column header. You can sort jobs by name, pipeline, stage, client-facing job status, account, date added, due date, or time spent in the current stage.

There are more ways to view account jobs:

• View active jobs for the account
• View recent jobs for the account
• View jobs in calendar view
• View jobs on the Insights page

View active 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 Active jobs subtab to see all active jobs for that account—as well as their assignees, pipelines, stages, start dates, client-facing statuses, 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 on 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.

Search jobs

You can search both active 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 find specific jobs. For example, filtering might help you find all jobs for a specific account. Filter jobs either from the Jobs page or from a pipeline. From the Jobs page, you can track all of your firm’s jobs; from the Pipelines page, you can track jobs only in a specific pipeline. Here's more about filters.

To filter your jobs list, click the  Filter drop-down at the top left of your Jobs page and select the filter and the parameter:

• 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.
• 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.

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.