What is a Job?

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:

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.

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.

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.

Client Requests

Collaborate directly with clients by adding specific requests related to the job.

Activity Feed

Track comments and updates made by team members to keep everyone informed about job progress.

Organize subtasks into sections

Sections are optional headings that group a Job’s subtasks, so a long checklist reads as stages (for example a Bookkeeping section, then a Review section) instead of one flat list. A Job stays a plain list of subtasks until you add the first section, and each section header shows how many of its subtasks are complete.

To add a section, open the three-dot menu next to the Subtasks heading and choose Add section, then type a name. Any subtask you create inside a section stays in that section.

To move a subtask, drag it by its handle into another section, or open that subtask’s own three-dot menu and pick a section under Move to. Subtasks that are not in any section appear under No section.

Each section has its own three-dot menu to Rename it, Move up or Move down to reorder the sections, or Delete it. Deleting a section never deletes its subtasks: they stay in the Job and move to No section.

Your sections, and where each subtask sits within them, are kept when you duplicate a Job, when you save or apply a Job template, and when a recurring Job creates its next occurrence.

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.