Add a Job

Jobs represent individual pieces of work in Tidyflow. You can add jobs manually for one-off or ad-hoc work, or create jobs from templates for recurring work.

In most cases, we recommend using Job Templates for recurring work. This article focuses on how to add and manage individual jobs.

This article covers:

The different ways to add a job
What each job field is used for
When to add a job manually vs from a template

Ways to add a job

There are several ways to add a new job in Tidyflow, depending on whether the work is recurring or one-off.

1. Add a job from a Job Template (recommended)

For recurring work, we recommend adding jobs from Job Templates.

You can do this by:

Clicking the + icon in the top-left corner and selecting a template
Selecting a template and choosing the client
Adding templates from the Clients page
Using bulk actions to add templates to multiple clients

When a job is created from a template:

Subtasks and client requests are added automatically
Assignees and dependencies are pre-filled
Dates are generated based on the template’s repeat rules

Templates are covered in more detail in a separate article.

2. Add a job manually

You can create a job from scratch when you need to do something quick or one-off, such as a custom report or ad-hoc task.

To add a job manually:

Click the + icon in the top-left corner and select Add new job
Or click the + button in the Jobs list

This gives you full control over dates and fields.

3. Duplicate an existing job

You can duplicate an existing job if you want to reuse its structure without creating a template.

Duplicating a job copies:

Fields and dates
Subtasks and client requests
Assignees and tags

This can be useful for similar one-off work.

Job fields explained

When creating or editing a job, you’ll see the following fields.

Status

Sets the current stage of the job. Statuses can be customised in settings.

Client

Assigns the job to a specific client. This is recommended for reporting and visibility, but jobs can exist without a client.

Assignees

Team members responsible for completing the job. Multiple assignees can be added.

Due date

The date the job is expected to be completed. This drives deadlines and reminders.

Repeat

Controls whether the job repeats and how often. For recurring work, this is usually handled via Job Templates rather than individual jobs.

Additional fields

You can add additional fields to a job as needed, including:

Estimated hours
Start date
Internal due date

These fields are commonly used for planning and internal tracking.

Description

Additional context or instructions for the job. Some firms use this to store internal procedures, notes, or links.

Files

Upload files directly to the job for easy access by the team.

Subtasks

Break the job into smaller steps. Subtasks can have their own assignees and dependencies.

Client requests

Request information or documents from clients as part of the job. Client requests are visible to clients and help keep communication organised.

Client requests are covered in more detail in a separate article.

Creating templates from jobs

If you’ve manually created a job and want to reuse it in the future, you can turn it into a Job Template.

From the job:

Open the job
Click the options menu (three dots)
Select Create template

This copies the job’s structure into a reusable template.

When to add a job vs use a template

Add a job manually when:

The work is one-off or ad-hoc
The structure won’t be reused often

Use a Job Template when:

The work repeats on a regular schedule
You want consistent structure across clients

If you’re unsure which approach fits your workflow, or want help setting things up, just let us know and we’re happy to help.