Projects & Jobs
Use the Projects & Jobs module to configure project- and job-related settings such as statuses, tags, and templates. It contains the following submodules:
- Job Status Change
- Job Templates
- Price Quote and Invoice
- Production Statuses
- Products
- Scrum Sprints
- Skills
- Tags
- Task Colors
- Task Progress Status
- Task Resource Progress Status
- Related Topics:
- Job Status Change
Use Job Status Change under Settings to configure job status changes for your company. You can choose who to notify and what template to use every time a status change is made as well as how expenditures are handled every time a job is in a particular status. - Job Templates
Use Job Templates under Settings to view the list of saved job-related templates for your company. You can delete templates and allow their use in other companies in your WorkBook system. - Price Quote and Invoice Comments
Use Price Quote and Invoice Comments under Settings to view the list of comment templates for your company. You can create and delete comment templates, as necessary. You can also create or save comment templates in and in . - Production Statuses
Use Production Statuses under Settings to view and manage the production statuses for your company. You can create, remove, and edit production statuses, as necessary. - Products
Use Products under Settings to view and manage the list of client brands or products in your company. You can create and remove products, as necessary. - Scrum Sprints
Use Scrum Sprints under Settings to view and manage scrum sprints for your company. You can create, remove, and copy scrum sprints, as necessary. You can also change the sprint start and end dates and identify the person responsible for the sprint. - Skills
Use Skills under Settings to display the list of employee and supplier skills for your company. You can create or replace skills, as necessary. - Tags
Use Tags under Settings to view the list of tags for your company. You can add, delete, and merge tabs. You can also enable the active status of and mark tags for internal use. - Task Colors
Use Task Colors under Settings to view the list of task colors available for your company. You can create and remove task colors, as necessary. - Task Progress Status
Use Task Progress Status under Settings to view the list of task progress statuses for your company. You can create and remove task progress statuses, as necessary. - Task Resource Progress Status
Use Task Resource Progress Status under Settings to view the list of task resource progress statuses for your company. You can create and remove task resource progress statuses, as necessary.
Parent Topic: Settings