Job template field reference

Table of Contents

This article describes the fields available when creating or editing a job template.

Job details

Field	Description
a. Template name	The name you’ll see when selecting the template (e.g., 1040 Return).
b. Job name	The name displayed on job cards in a pipeline. Use shortcodes to add dynamic data—such as the account name or due date—to make jobs easily identifiable.
d. Priority	The priority level for the job: Low, Medium, High, or Urgent.
e. Description	Supports text formatting, emojis, bullets, numbered lists, links, and shortcodes. Shortcodes add dynamic data to automatically populate specific information in the job description.

You can include dynamic data in a job’s name, job’s name for a client, or description by selecting from these shortcodes:

Account name — The account the job is for.
Account custom field — Any custom account field .
Date shortcodes — Any date, such as a due date set in the job template.
Pipeline periodicity — The job’s schedule settings in the selected pipeline.
Priority — The priority set in the job template.

Here are some examples of job names with shortcodes and how they appear:

Job name with shortcodes	What you’ll see in the pipeline / Your client will see in their portal
Payroll for [ACCOUNT_NAME], due [DUE_DATE]	Payroll for Otto Mann, due October-12-2024
1040, [ACCOUNT_NAME], [PRIORITY]	1040, ACME Corp., High
Monthly payroll, [CURRENT_MONTH_NAME][CURRENT_YEAR]	Monthly payroll, October

Field	Description
c. Time budget	The time allocated to completing the job . Available only to firm owners, admins, and team members with the Manage time budget access right .
g. Start date	The date when the assigned team member should start working on the job. Not the same as the job creation date. The job is not visible in the calendar view unless start and/or due dates are set. Relative (default): a period of time after the job is created. Absolute: toggle on to set a specific date from the calendar.
h. Due date	The date by which the job must be completed, calculated from the start date. Affects the color of the counters on the job card and the calendar view. Relative (default): a period after the start date; if no start date is set, calculated from the creation date. Max 10,000 units (days/months/years). Absolute: toggle on to set a specific date.
i. Intake and internal deadline	Intake date: The default date for when you receive the client’s documents. Internal deadline: The default internal completion target. Both are optional and independent from start and due dates. More on tracking document intake and internal deadlines .

Field	Description
f. Assignees	One or more job assignees. Select Team members by name, or select Roles—when the job is created from the template, all team members assigned to the relevant roles in the client account are allocated to the job.
j. Client-facing status	Toggle Show in the client portal to set a job status visible to clients when the job is added to a pipeline. More on client-facing statuses .

Field	Description
k. Add	Click to add a comment or wiki page to the template.
l. Comments	Useful notes for team members—for example, details they need to know to complete the job. Enable by clicking Add first.
m. Wiki pages	Internal instructions for team members suited to this kind of job. Enable by clicking Add first.
n. Save & exit / Save / Cancel	Click Save & exit to save the template and return to the list, Save to save without leaving, or Cancel to discard changes.

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