When you click into Manage Jobs, the default will show you all your active jobs. You can click on the selection box and change this to any of the following options:
- All Jobs
- Active Jobs
- Jobs without Budgets
- Jobs without Categories
- Jobs without Job Managers
- Jobs without Job Partners
- Inactive Jobs
Jobs without Budgets, Categories, Job Manager and Job Partners are there to easily identify jobs that have important information missing. You ideally want to have no jobs show up when you select these options.
Fields in Table
Manage Jobs is shown in a table as per the image below
The below table shows the fields in Manage Jobs and their description
| Field | Description |
| Client | The client on the job |
| Job Summary | The job name and the job number |
| Job Manager | The job manager on the job (syncs with Xero Practice Manager) |
| Due Start | The start date of the job (syncs with Xero Practice Manager) |
| Due Date | The due date of the job (syncs with Xero Practice Manager) |
| Job Budget | The budget on the job (syncs with Xero Practice Manager) |
| Job Partner | The partner on the job (syncs with Xero Practice Manager) |
| Job State | The Job State as it appears in Xero Practice Manager |
| Job Category | The Job Category as it appears in Xero Practice Manager |
| Client Job Manager | The Job Manager that is assigned to the Client |
| Client Account Manager | The Account Manager that is assigned to the Client |
| Allocated Disb. | See Allocated Disbursements above |
| Time Budget | See Time Budget above |
| Allocated Budget | See Allocated Budget |
| Budget to be Allocated | See Budget to be Allocated above |
| Synced | Indicates whether Xero Practice Manager is in sync with the task. A green light indicates all data is in sync, whereas an orange light indicates there are changes that have been made in Link that are queued to be updated in Xero Practice Manager. |
Search
The search box in Workflow is a global search for all data in the table. It’s very fast.
Filters
Filters reduce the data shown in the table.
To add a filter, select ‘Add Filter’ then select from the filter list. The next month will default to ‘Includes’, but you can update it with the following options:
- Includes
- Excludes
- Contains
- Does not contain
In the values box, add as many selections as you like to get the table to show what you are hoping to achieve. You can also add multiple filters to further refine your search.
Views
Views are a quick way to save a view you have created using different settings or filters. To create a new view select ‘New View’ then configure the view the way you’d like. Saved views will save the following:
- Active/Inactive/ Jobs etc
- Fields shown
- Groupings
- Filters
- Searched text
- Field Width
Once you’ve created a view you’d like to save, click on the view dropdown and select save, then rename it to something that helps you identify the view.
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