How to add a job/project

Modified on Thu, 03 Aug 2023 at 02:25 PM

Usually, in an agency, the opportunity(lead)  becomes a job/project once the deal is signed/accepted.

Alternatively, there are 2 ways you can create a new Job by following these steps:

  1. Click on the Quick Add Menu at the bottom of your screen.
  2. Click on Job.
  3. Fill in the project details (See explanation of entry fields below).
  4. Save.


  1. Go to your job list view
  2. Click on New job
  3. Fill in the project details (See explanation of entry fields below).
  4. Save.

Job name: The name of your job.

Contact: The primary external contact person on the job.

Company: Associate the job with a company.

Billing entity: Billing entity associated with the job
Rate Card: 
Rate card associated with the job
Description of the job
Owner: The user you are assigning this project to.

Default Billing Rate: Choose the relevant Billing Rate or Item type you want to select by default for all user types on this project. E.g. Creative Concept, Creative Direction, Design, Digital Architecture

Billable By Default: Choose if the tasks in this project are Billable or Non-billable by default.

Won by: This is a feature for the Sales team to show who closed the deal

External reference: Insert a reference that can be used to automatically associate emails to this job by adding (m#reference) to the email subject.
Private: Setting to Private will make the job only visible to the users with assigned tasks in the project/job.
Retainer: Select if this job is retainer and complete the retainer detai

Status: The current status of the job. E.g. In Studio, On Hold, In Production, Finalised, Canceled.

Percentage Complete: Track how far the job is from being complete.

Date: The start and end date for the job. 

Watcher: Add Watchers who will receive email notifications when important changes happen on the job.

Tag: Insert comma separated

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