Create a Job from Client Contacts

You can create a job directly from the client Contacts tab if you have the correct permissions.

To add a new job from the client Contacts tab, complete the following steps:

1. Click Menu > Contacts > Contacts.
2. In the left pane of the Contacts tab, click on the client folder to which you want to add a job.
3. In the right pane, click Jobs Summary.
4. Click Add Job next to an existing project.
5. In the Create Job pop-up:
   1. Choose the client from the Client drop-down. You can enter search criteria, such as "s," to speed up your client search.
   2. Choose a project or click Add New Project to add a project.
   3. Click Next.
6. On the Job Details tab, in the Job Name field, enter a name for the job.
7. Click Create. The job is not saved until you click Create. The Create button is disabled until you enter the job name.
8. Enter rate card and metadata for the job on the Job Details tab.
9. Click Update to save your changes.