To speed up the process of creating a new job, you can copy a similar existing one.
When you copy a job to create a new one, many features of the original job are copied into the new job, but not all. Copied items can be changed in the new job if required. To see what is and isn't copied, open the dropdown below.
- What is and isn't copied when you copy a job
Data item Comments
copied Contact copied Name of job copied Client order number not copied Description of job copied Budget not copied State reset to default job state Category not copied Start date reset to today Due date reset to today Priority reset to Normal Account Manager client account manager is copied but will change if the client is changed Manager client manager is copied but will change if the client is changed Milestones not copied
copied Timesheets not copied Notes not copied Documents not copied Costs copied (actual and estimated) Quotes/estimates not copied Purchase orders not copied Folders copied and populated with the costs and tasks from the original job
To create a new job by copying an existing job:
- In the Jobs menu, select Jobs.
- Drill down on the job number of the job you wish to copy.
- On the job detail screen, select Options > Copy Job.
- On the New Job screen, edit or add information about the job. For more information about what each field is for, by expanding the field reference section below.
- field reference
Field Description Job Information Client
Invoices will normally be sent to the client, but it is possible to set up WorkflowMax so that there is a different client for billing purposes. This is useful when the client is a subsidiary company and you want to invoice the parent company for the work. See Set up a billing client.
A job template A job template can contain a pre-defined set of tasks, to-do items, milestones and disbursements. By providing a standardised job structure, job templates can save you time when you need to set up jobs of a similar type that occur on a regular basis. lets you quickly add a ‘bundle’ of predefined tasks, costs and other features to the job. If you don’t use a job template, you’ll have to manually add these features one-by-one on the job detail screen.
Although you can select only one template on the New Job screen, on the job detail screen you can apply additional templates to get the exact mix of tasks, costs and milestones you require for a specific job.
If you wish to use a job template, you must create it beforehand.
Job numbers are normally allocated automatically, so this field is visible only when manual job numbering is switched on.
The job number you are setting for this job. Manual job numbers can be any combination of letters and numbers, but must be unique.
The name to use for this job. The name should be unique and descriptive. For Example:
- Bloom Flowers - Website Design and Build
- Chalmers House - Concept Design
- Abacus Ltd - Lot 47 Subdivision.
The job name is duplicated from the original job, so you may wish to change that before saving the new copy.
Client Order No. Description Budget State Category Schedule Information Start Date Due Date Priority
The priority level for this job, if applicable. The priority can be Normal (the default), Low, High or Immediate. The last three priority levels have a special icon that appears before the job number in the Job Manager screen. You can click on the exclamation icon in the title bar on the Job Manager screen to sort jobs by priority level. For further details, see Conventions and symbols in WorkflowMax.
Account Manager Manager Staff
Staff allocated to this job. Select one or more staff from the list of available staff.
Only those staff selected here can be allocated to, and write time sheets to, tasks on the job.
- field reference
- Save your changes. The new job is saved and the job detail screen is displayed to allow you to add or edit further details.