View/edit jobs
Practice Admin Managers Partners Job Admin
- To view jobs relating to a member of staff, select Staff > Task Pad from the menu. To view jobs relating to a client, select Client > Task Pad. The applicable Task Pad is displayed.
- Select Jobs. The Jobs for page is displayed. Any jobs highlighted in blue have been started.
- Click anywhere on the required job to expand and view the details within the grid, or click Open Job. You can return to the list of jobs for this client by clicking Go to Client Job List on the top right of the screen.
You can now: