Best Practices

Beyond the basics!

David Cristello avatar Ping Lau avatar Becki Gallagher avatar +1
11 articles in this collection
Written by David Cristello, Ping Lau, Becki Gallagher and 1 other

My Work

What tasks are ready to be worked on, my tasks, overdue, upcoming
Becki Gallagher avatar
Written by Becki Gallagher
Updated over a week ago

Done Report

what's been completed, who it was assigned to, budgeted time and logged time
Becki Gallagher avatar
Written by Becki Gallagher
Updated over a week ago

Email a Job into Jetpack

How to Turn an Email into a Job within Jetpack, How to Forward an Email into Jetpack to Create a New Job
Ping Lau avatar
Written by Ping Lau
Updated over a week ago

Labels

Custom Status, Flag, Global Communication Tool
Pierre Habib avatar
Written by Pierre Habib
Updated over a week ago

Using In Dates, Out Dates, Due Dates, and Turnaround Times

In Date, Out Date, Due Date, Turnaround Time
Becki Gallagher avatar
Written by Becki Gallagher
Updated over a week ago

Using Hyperlinks

Cloud Sharing, Shareable Link, Cloud Storage System, File Sharing System
Becki Gallagher avatar
Written by Becki Gallagher
Updated over a week ago

Assign a Task to a Client

Send Email to Client, Request Information From Client, Client Portal
Ping Lau avatar
Written by Ping Lau
Updated over a week ago

Announce Assign-to-Client Feature to Your Clients [Email Template]

Email clients about assign to client
David Cristello avatar
Written by David Cristello
Updated over a week ago

Complete a Task Within an Email

This video helps you understand how to mark a task as "complete" once you received an email notification
David Cristello avatar
Written by David Cristello
Updated over a week ago

Adding Subtasks

Sub-tasks, Add, Jobs Tab, Job's Profile, Task Description
Pierre Habib avatar
Written by Pierre Habib
Updated over a week ago

Save Filters

Permalinks, Save, Filters, URLs
Becki Gallagher avatar
Written by Becki Gallagher
Updated over a week ago