Using hyperlinks or URL links in your job profiles are a great way to customize work for client needs and save time. To add hyperlinks, follow the instructions below!

First, click on job name in your jobs' list to go into the job's profile

How to add hyperlink or shareable link to the job description

    a. You can either click on the Edit button or hover your mouse over the job's name           inside the job's profile and click "No description" to edit

    b. Enter website inside the text box to create immediate access to client bank                   account or other sites needed to complete this job for this client

    c. Once you hit Save Job, your notes will be saved and the website will now appear         as a hyperlink

How to add hyperlink or shareable link under a specific task

    a. Click on the task name to edit the task (or anywhere on the task!)
    b. Enter the hyperlink or shareable link in the task description box 

    c. Click Save task
    d. Click on the down arrow button on the left-hand side to expand the task to view           the task description
        i. If you see a checklist icon, that means there are more information/instructions                for you to view
        ii. If you see a paper clip icon, that means there are attachments for you to view