Procedures
Use the procedures in this section to view a list of all the jobs in WorkBook and create and duplicate jobs, make job-related time entries, and manage job settings, project settings, and price lists.
To use the Jobs List submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.
- Related Topics:
- Create Jobs
Use the Jobs List submodule to create jobs. - Duplicate Jobs
Use the Jobs List submodule to duplicate jobs. - Move Jobs to another Client
Use the Jobs List submodule to move jobs to other clients. - Edit Job Status and Job End Date
Use the Jobs List submodule to edit a job's status and end date. - Mark Jobs as Favorite
Use the Job List submodule to mark jobs as favorite. - Make Time Entries on Jobs
Use the Jobs List submodule to make time entries on jobs. - View Job KPI Numbers
Use the Jobs List submodule to view job key performance indicator numbers or job KPI numbers. - View Job Progress
Use the Jobs List submodule to view job progress. - Display Job Settings
Use the Jobs List or Settings submodule to view job settings. - View Project Settings
Use the Jobs List submodule to view project settings. - View Job Reminders
Use the Jobs List submodule to view job reminders. - View Job Logs
Use the Jobs List submodule to view job logs. - Setup Job Specific Price Lists
Use the Jobs List submodule to setup job specific price lists. - View Price List Setup
Use the Jobs List submodule to view the price list setup. - Create Clients
Use the Jobs List submodule to create clients. - Display Client Cards
Use the Jobs List submodule to display client cards. - Search for Jobs
Use the Jobs List submodule to search for jobs. - Display Jobs Based on Information Views
Use the Jobs List submodule to display jobs based on information views. - Filter Jobs
Use the Jobs List submodule to filter jobs.
Parent Topic: Job Lists