Jobs (Basic): Add manually
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.
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Before you start
Keep in mind:
- A firm owner, admin, or any employee for whom the pipeline is available, adds jobs to a pipeline.
- Employees can see only the pipelines made available to them.
- Employees can see, add, edit, move, delete jobs only for their assigned accounts unless they have access rights to view all accounts.
- New jobs can be added to any 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.
Add jobs manually
To add jobs to a pipeline, choose the way that works best for you:
- Go to Workflow > Pipelines from the left menu bar, select the pipeline, then click Add job.
- Click New on the top left, then select Job from the slide-out menu.
- Go to Clients > Accounts from the left menu bar, select the checkboxes next to the accounts the job is for, then click Add job.
- Click Create new job while linking a job from the document uploading page, then click Refresh job list once the job has been created.
- Click New on a job card and select Job. This will create a job linked to another job.
Below, find out more about the sections:
a. 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.
b. Pipeline: Select the pipeline for the jobs. (If you’re adding jobs from the pipeline itself, you can skip this)
c. Stage: Select the initial stage for the job in the pipeline. By default, the first stage is selected.
d. 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.
e. Name: This is the name that is displayed on the job cards in a pipeline.
f. Assignee: Select the employees for jobs. To learn more about assigning jobs, go here.
g. Time budget: Set the time that should be allocated to completing the job. This field is available only to firm owners, admins and team members with the Manage time budget access right. Learn more about using the time budget.
h. Priority: Choose the priority level for jobs: Low, High, Medium, or Urgent.
i. Start and due date: This is the date when the job has to be finished. Setting dates is optional but can be a helpful time-management tool. The exclamation mark icon next to their names in the jobs list indicates which jobs are overdue.
j. Description: Use different text formatting, emojis, bullets, numbered lists, and even links here. You can also mention your team members to get them notified of the job without having to assign 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.
k. Client-facing status: Toggle the Show in client portal on to set up a job status visible on the Client portal. Here's more on the client-facing status.
l. 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.
