Jobs (Basic): Job cards in pipelines

The amount of time that a job remains in a stage is displayed right beneath the account name on a job card, making it easy for you to keep track of it. Job cards are fully customizable: You can select the info you want to see displayed, such as the account ID, name or priority.

Covered here:

How to customize job cards
What counters on job cards mean
Job details
How to add and edit job details
Bulk-editing jobs
Job comments
Sharing links to job cards

How to customize job cards

Including relevant info on job cards helps all your team members keep track of what's happening within a pipeline. You can customize a job card by toggling on what you wish to see displayed.

Note:

The account name is always shown on the job card
You must make a selection or enter text for each field that you want to see displayed on the job card; otherwise the field is hidden
wiki page is linked to a job, it will be displayed on the job card

1. Access the pipeline editing screen (here's more on adding, moving and deleting stages and automations) or create a new pipeline by going to Templates > Firm templates from the left menu bar, then select the Pipelines tab.

2. Turn on the toggles for the Job card fields you want to be displayed:

Account ID: here's information about account IDs.
Account tags: tags applied to the account.
Name: the name of the job.
Description: job description.
Priority: the priority level for the job: LOW, HIGH, MEDIUM or URGENT.
Start date: the date when the assigned team member has to start working on a job. It's not the same as the job creation date.
Due date: the date the job has to be finished.
Assignees: the team member assigned to the job (more on assigning jobs)
Days on stage: the amount of time a job has been in a stage

3. Click Save, go to pipeline, and see the results.

Job details

Job details appear in the expanded card on the right. You can edit them:

1. Change the name of the job: By default, the job will have the same name as the pipeline. To change it, click on it, then type the new name.

2. Pipeline: Move the job to another pipeline by selecting a different pipeline from the drop-down menu. Here's more on moving jobs to different pipelines.

3. Account tags: apply tags to the account by selecting them from the drop-down or remove them by clicking x to the right of the tag name.

4. Stage: Move the job to a new stage by selecting one from the drop-down menu. Here's more on moving jobs to different stages.

5. Priority: Select LOW, HIGH, MEDIUM or URGENT.

6. Assignees: Select team members for the job.

7. Start date: This is the date when the job has to be started (optional). It's not the same as the job creation date. The job is visible inside a pipeline once it is created, but it is not visible in the Calendar view unless you set the Start and/or Due dates.

8. Due date: Add a due date as a time-management tool (optional). When you have it set, you can easily tweak your Calendar view to see all your due dates inside the calendar.

9. Description: Use formatting, emojis, bullets, numbered lists, links, or add screenshots and images from the internet by pasting them to the text field.

10. Add comment: Write reminders about the job for yourself or communicate with your team mates. Read more on job comments below.

11. Link: Attach notes, chats, proposals & ELs, documents, tasks, time entries, organisers, wiki pages, payments and invoices, or see those that are attached automatically as automations trigger. If the automations in the pipeline are set, the elements are attached automatically once the job moves along the pipeline. Here's more on linking elements to jobs.

12. Linked: View linked notes, chats, proposals & ELs, documents, tasks, time entries, organisers, wiki pages, payments or invoices. They will open in a new sidebar.

13. Recent account jobs: View previous jobs for this account. Here you can read more about recent jobs.

14. Save & Cancel: Save and return to the pipeline or cancel without saving changes.

How to add and edit job details

To add and edit the details for a particular job, choose the way that’s best for you:

From the pipeline: either in the Workflow section or from the client’s profile, click on the job card to expand it.
From the task list: If a job has a linked task, the name of the job is displayed in the Firms Tasks and in My Tasks. Click on the name of the job to see its details.
From the Calendar view. Click on the job card to expand it.
From the Workflow > Jobs page: click on the name of the job or select several jobs to make changes in bulk.

Bulk-editing jobs

To edit several jobs at once:

Select the checkboxes next to the jobs in the Jobs list, then click Edit. Use filters to narrow down your list if needed.
Make your changes, then click Save.

Note: When bulk-editing jobs, you can’t link elements, change job names, or add or remove comments. If you don't make changes to the info that's already in the fields, it remains the same. If you need to make changes, edit one job at a time instead.

Job comments

While you can use job comments for yourself as reminders, it is also an easy way of communicating with your team members.

You can use text formatting, emoji, bullets and numbered lists. You can also insert links.
Only the last three comments are shown, with the newest one on top. Click See more to display the other.
You can @mention your team members to notify them of the job, and keep chatting with them via replying to job comments in Inbox+.
You can edit your comments anytime, or delete them when you no longer need them.
You can paste any image from the web into the comment's text field.
Firm owner and admin can edit and delete comments left by other team members.

@Mentioning in job comments is also a quick way of giving team members access to the client account and/or to the pipeline. If you mention a team member who has no access, they will get a notification in their Inbox+ and will be able to request access right from the notification.

Once they do, all firm members who can grant access receive a notification and can grant access right from it. Once a team member is granted access, they can access both the account and the pipeline.

You can continue your communication via exchanging comments. If you were mentioned on a job card, you can reply to the comment right from the Inbox+ notification. Type your answer, then send it. It will be added as a new comment on the job card.

Tip! If you want your team member to receive a notification for your comment, @mention them in your reply. Otherwise, they will not be notified.

Sharing links to job cards

To share a link to a job card, such as with a team member, choose one of the following options to copy the link:

From the Workflow > Jobs page, click the three dots to the far right of the job’s name, then select Share URL.
Open the job card and copy the link from the browser.