Job Manager allows you to create new jobs and to view and work with existing ones.
Most jobs are set up so that they occur once, but if your work includes routine jobs that recur on a regular basis – such as maintenance work – you should find out about recurring jobs.
Useful features of the job manager include:
- Job folders Folders allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Folders are specific to each job, so if you create folders for one job they will not be available to another job. Job templates can contain folders and those folders can be pre-populated with selected tasks, costs and milestones. , which let you organise your job tasks, milestones A milestone is a scheduled event that marks the completion of a significant deliverable element or component of a job. For example: send first draft to client; building inspector signoff. , costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context.
- The interactive job schedule manager, which lets you view the status of your jobs, tasks and milestones.
- Notifications WorkflowMax uses notifications as a way of informing selected people when certain job-related events occur. When one of these events occurs, staff assigned to the job, team members or client contacts can be notified by email, on-screen alerts or RSS feeds. , which provide a way of informing selected people when certain job-related events occur. When one of these events occurs, staff assigned to the job, team members or client contacts can be notified by email, on-screen alerts or RSS feeds.