The 'Jobs' Widget
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Written by Don
Updated over a week ago

The Jobs Widget is designed to organize information for Jobs that are relevant to you. You can learn more about your Jobs widget in this tutorial and video below.

This widget filters Jobs depending on which tab is selected, of which there are four: ToDo, Assigned, Drafts, and Favorites:

  • ToDo = Jobs where a current activity is assigned to you

  • Assigned = Jobs where a current activity, completed activity, or upcoming activity is assigned to you

  • Drafts = Jobs you have created (by clicking 'New Job') that have been saved, but not yet submitted

  • Favorites = Jobs on which you have clicked the 'star' icon:

Summary View

Key Job Information is displayed in 'Summary View':

Clicking here will open the full record:

Full View

Additional Job Information is displayed in 'Full View':

Including:

  • Job Number and Job Name (ie. 653 - Weekend Menu)

  • Customer (ie. CORP - Corporate)

  • Job Type (ie. Brochure)

  • Assigned Traffic Resource (ie. Dani)

  • Status

  • Due Date

  • Requestor (the person who initiated the Request)

  • Current Activity (ie. Round 1 Client Edits), Assignee (ie. Jane Smith), and Activity Due (ie. May 26)

  • There are also quick link action buttons allowing you to open the Job Ticket ('Open'), Job Schedule ('Schedule'), Route, and Reassign

Here is a short tutorial video on the Jobs Widget:

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