Jobs represent individual work items or projects for your clients. They help you organize, assign, and track progress effortlessly. Break down jobs into subtasks, client requests, attach relevant files, and collaborate with your team or a client through comments.
Overview of a Job Card
A job card includes the following key components:
1. Job Details
- Name: The title of the job, such as "Month End & Reporting."
- Status: Update the progress, e.g., "Completed" or "In Progress."
- Client: Associates the job with a specific client.
- Assignees: Identifies team members responsible for the job.
- Estimated Hours: Time estimated to complete the job.
- Start Date & Due Date: Defines the timeline for the job.
- Repeating Schedule: Automates recurring jobs, such as monthly reviews.
2. Description and Resources
- Add links to related files or folders to centralize information.
- Document pending items, ensuring critical elements like "Investigate allowance" are tracked.
- Attach files directly for quick reference.
3. Subtasks Break down the job into smaller steps for clarity. For example:
- Ensure bookkeeping is accurate.
- Verify no unreconciled bank transactions.
- Review financial statements such as the Balance Sheet or Profit & Loss.
4. Client Requests Collaborate directly with clients by adding specific requests related to the job.
5. Activity Feed Track comments and updates made by team members to keep everyone informed about job progress.
Features for Collaboration and Efficiency
- Followers: Assign followers to jobs to keep relevant team members informed.
- Tags: Categorize jobs for easier organization and retrieval.
- Comments: Use the comment section to discuss and clarify job details.
- Mark as Completed: Quickly update the job status once finished.
Use Cases for Jobs
Jobs are versatile and can support various workflows, such as:
- Recurring operational activities (e.g., Payroll).
- Financial reviews (e.g., Month End & Reporting).
- One-off deliverables (e.g., Cash flow forecast).
With jobs, your team stays on track, ensuring accountability, collaboration, and visibility into ongoing work.