Jobs (Basic): Add Manually or Automatically

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Each job is an individual service a client pays for. A job goes into a pipeline specifically designed for the service it requires. Once a pipeline has been created, you add jobs to it. 

Covered here:   

• What To Remember When Adding Jobs
• Add Jobs Manually
• Auto-Add Jobs via the Client Sign-Up Form
• Auto-Add Jobs Using a Pipeline Schedule

What To Remember When Adding Jobs

Keep in mind:

• A firm owner, admin, or any employee who has been given access rights to manage pipelines adds jobs to a pipeline.
• New jobs are added to the first stage of a pipeline.
• Jobs can be added for both active and offline accounts; However, only users with active accounts and notifications turned on receive emails sent via pipeline automation.
• You can use custom templates to save time creating jobs.

• Employees see only the pipelines made available to them.
• Employees can move jobs for their assigned accounts through pipelines.
• Employees see only the jobs for their assigned accounts unless they have access rights to view all accounts. 

Add Jobs Manually

To add jobs to a pipeline, choose the way that works best for you:

• Go to the Workflow section, select the pipeline, then click Add job.

• Click + NEW in the left sidebar, then select Job from the slide-out menu. 

• Go to Clients, Accounts, then All Accounts, select the checkboxes next to the accounts the job is for, then click Add Job.

Below, find out more about the numbered sections:

1. Accounts: Add or remove the names of accounts here. The job always performed for a specific account, so you need to select at least one from the list.
2. Pipeline: Select the pipeline for the jobs. (If you’re adding jobs from the pipeline itself, you can skip this.)
3. Template: To quickly create jobs, select a template with a custom job name, dynamic data (fields that automatically get filled in, such as with the date and account name), description, due date, comments, and so on. For more details about job templates, go here.
4. Name: This is the name that is displayed on the job cards in a pipeline.
5. Assignees: Select the employees for jobs. To learn more about assigning jobs, go here.
6. Priority: Choose the priority level for jobs: LOW, HIGH, MEDIUM, or URGENT.
7. Description: Use different text formatting, emojis, bullets, numbered lists, and even links here.
8. Start Date: This is the date when the assigned team member has to start working on a job. It's not the same as the job creation date. The job is visible inside a pipeline once it is created but it is not visible in the Calendar view unless you have Start and/or Due dates set. 
9. Due date: This is the date when the job has to be finished. When you have it set, you can easily tweak your Calendar view to see all your due dates inside the Calendar.

Start and Due Dates are considered either relative or absolute (approximate or firm):

• Relative (default): Set a period of time that is relative to the date the job was created (e.g., start one day after the job was created; finish two weeks after it was created). Note, that you cannot set more than 10 000 units (days/months/years).
• Absolute: Toggle on Absolute dates to set start and due dates from the calendar instead (for example, April 15).

10.  Add a comment: Click the Add button on the top right to leave any useful notes here; for example, something your team members might need to know in order to do jobs.

11.  Add a wiki page: If you have internal instructions for this kind of job, click the Add button on the top right to link them to the template for your team members.

12. Add: Click to add job(s) to a pipeline. If adding multiple jobs isn’t fully successful, you’ll get a notification explaining why in your Inbox+. Go here for more details.