Create a Job

You can create a job from the New Job tab if you have the correct permissions.

To create a job from the New Job tab, complete the following steps:

1. Click Menu > Jobs > New Job.
2. 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.
3. On the Job Details tab, in the Job Name field, enter a name for the job. The Type, Owner, and Client contact fields are additional mandatory fields and are prepopulated; however, you can change those values if you need to. If these fields are blank, you might not have set up the client information correctly.
4. Click Create. The job is not saved until you click Create. The Create button is disabled until you enter the job name.
5. Enter the rate card and metadata for the job on the Job Details tab.
6. Click Update to save your entries.