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Create Job for One Client From Scratch
Create Job for One Client From Scratch

Individual, One at a Time, Job Creation

Beatty W avatar
Written by Beatty W
Updated over a week ago

::Note:: There are actually two ways to do this.

1. If you are in the Jobs tab, you can use the blue New Job button on the right-hand side of the screen

    a. Type in a "Job Name" to create job
        i. This is the only required field, all other fields are optional

    b. Click on the Create Job button

    c. From your jobs' list, you can now click on the new job to continue editing

    d. Click Add a Task to create tasks

2. If you are in the Clients tab, select any client by clicking on the client's name
    a. Click on the blue New Job button on the right-hand side of the screen

    b. Type in a "Job Name" to create job. 

    c. Click Create Job

    d. From the client's profile, you can now click on the new job to continue editing

    e. Click Add a Task to create tasks

    f. Continue editing as you need to!

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