Jobs (Basic): Add manually or automatically
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
Webinar - Workflow automation: Optimize your internal processes! Tuesday, 1 pm EST. Register here
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 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.
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, 9. Start Date, 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. You’ll receive an email reminder three days before the task’s due date. And you’ll be able to identify which tasks are overdue by the exclamation mark icon next to their names in the tasks list.
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.