Add a Job

A Job is a piece of work for your team, such as monthly bookkeeping, a tax return, or a one-off report. A name is the only required detail to get started. Link a client for client work, then add other details when they help your team.

Start with a Blank job for one-off work. For work you do regularly or for several clients, a Job template gives you a reusable starting point.

Create a Job from scratch

1. Open Jobs in the sidebar.
2. Click the + button at the top right of the Jobs list, then choose Blank job.
3. Give the Job a clear name, such as Custom cash-flow report.
4. For client work, click Add client in the right-hand panel and select the client. Leave the client blank for internal work.

Your basic Job is set up. You do not need to fill out every field or add subtasks before you can start using it.

Add optional Job details

All the details below are optional when creating a Job. Add the ones you need for the work, and return to the others later.

Use + Add client request when you need information or documents from the client. Subtasks are your team’s internal checklist; client requests are what you send to the client. Review the request and its recipients before sending. See How to Collect Files from Clients or Send a client questionnaire or tax organizer for setup and sending steps.

Create a Job from a template

A Job template can include instructions, subtasks, client requests, assignees and repeat settings. You can reuse it without building the same workflow each time.

1. Open Jobs and click the + button at the top right.
2. Choose a saved template, such as Bookkeeping.
3. When the Job opens, select the client with Add client.
4. Review the Job’s name, dates and checklist. Check any included client requests and their recipients before sending them.

You can adjust the created Job for that client’s work.

Find and customise Job templates

Open Settings > Job templates to manage your firm’s reusable workflows. Choose New template to build your own, or use the library:

1. Click Import from library.
2. Click a template name to preview its instructions, subtasks and any client requests.
3. Click Import to add it to your firm’s templates.
4. Open the saved template and adapt its instructions, steps and defaults to your process.

Templates do not need to be perfect before you use them. Changes to a saved template apply to new Jobs created from it; they do not change Jobs already created. The Job Templates guide covers template setup and date rules in more detail.

Optional subtask automation

A subtask can automatically update the parent Job’s status when the subtask is completed. For example, completing a preparation step could move the Job to In Review.

To set this up in a Job or Job template, open a subtask, find Automation, and click No automation. Choose the Job Status and click Save. This is optional; you can start with a simple checklist and add automation later.

Add Jobs for a client group in bulk

Use the Clients page to apply one Job template to several clients at once:

1. Open Clients.
2. Use the Client groups filter to choose a group, such as Monthly Bookkeeping.
3. Select individual clients, or use the checkbox in the table header to select the current page. To include every matching client across pages, choose Select all … results.
4. Click Job template in the selection toolbar.
5. Choose the template and review the selected clients and template details.
6. Click Deploy Template to create a Job for each selected client.

Reuse a Job you have already set up

To turn a Job into a reusable template, open the Job’s three-dot Job actions menu and choose Create template. You can then find and customise it in Settings > Job templates.

For a similar one-off Job, choose Duplicate from the same menu. See Duplicate a Job for the copy options.