What's the Difference Between a Job and a Template? | Jetpack Workflow Classic Knowledge Base

What is a template?

A template is your standardized checklist for the work that you do for many clients. It is a tool to create jobs for individual clients in bulk instead of having to go manually and create work client by client. To know if you are working in a template, you’ll see the green tab in the top left corner labled "Template" inside of every template.

To access a template, you can click on the Jobs tab, then the Templates subtab. Afterward, click on the name of the template you'd like to access.

Note: if you do not have access to the templates subtab or you navigate to the templates subtab and don't see anything, make sure you have the correct permissions to be able to view templates.

What is a Job?

A job is a project or work that your client pays you to do and can be created from a template and then associated with an individual client. Example: 1040 for Bob Smith. It is a workflow that is assigned to a client or possibly internal work that you need to complete for your firm.

You can see your jobs from the Jobs tab and you’ll notice two statuses that are specific to jobs, which are Pending (meaning the job has not been started yet) and In Progress (meaning the job has at least one task completed but is not fully finished).

Note:: The Incomplete option in the Status filter encompasses and will show you both Pending and In Progress jobs.

After all tasks inside a job have been completed, the job will then go to the Completed area of the Jobs tab, found in your Status filter.