Create a new job

Practice Admin
Managers
Partners
Job Admin
  1. Search for, then select the required client.
  2. Select Client > Task Pad from the menu.
  3. From the task pad, click Job Details. The Jobs for page is displayed listing all the jobs for the current client.
    Shows jobs for grid for the selected client with new job button highlighted.
  4. Click New Job. By default, the New Job for page enables a job to be created from a template (see Create new jobs from a template) or if templates are not used, or you want to create a one off job that doesn't require a lot of information, click Create the Job Manually. See Create new jobs manually.
    Shows new job for client page where a job can be created from a template.