Job (grundlæggende): Tilføj manuelt eller automatisk
Each job is an individual service a client pays for. A job goes into a pipeline specifically designed for the service it requires. Once a pipeline has been created, you add jobs to it.
Dækket her:
- Hvad du skal huske, når du tilføjer job
- Tilføj job manuelt
- Tilføj automatisk jobs via kundens tilmeldingsformular
- Auto-add jobs using a pipeline schedule
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Hvad du skal huske, når du tilføjer job
Husk på det:
- A firm owner, admin, or any employee for whom the pipeline is available, adds jobs to a pipeline.
- Employees can see only the pipelines made available to them.
- Employees can see, add, move, delete jobs only for their assigned accounts unless they have access rights to view all accounts.
- New jobs can be added to any stage of a pipeline.
- Jobs can be added for both active and offline accounts; However, only users with active accounts and notifications turned on receive emails sent via pipeline automation.
- Du kan bruge brugerdefinerede skabeloner til at spare tid på at oprette jobs.
Tilføj job manuelt
To add jobs to a pipeline, choose the way that works best for you:
- Go to Workflow > Pipelines from the left menu bar, select the pipeline, then click Add job.
- Klik på NY øverst til venstre, og vælg derefter Job i rullemenuen.
- Gå til Klienter > Konti fra venstre menulinje, marker afkrydsningsfelterne ud for de konti, jobbet er til, og klik derefter på Tilføj job.
- Klik på + Opret nyt job, mens du linker til et job fra siden med upload af dokumenter, og klik derefter på Opdater jobliste, når jobbet er oprettet.
Nedenfor kan du læse mere om de nummererede afsnit:
1. Accounts: Add or remove the names of accounts here. The job always performed for a specific account, so you need to select at least one from the list.
2. Pipeline: Select the pipeline for the jobs. (If you’re adding jobs from the pipeline itself, you can skip this)
3. Stage: Select the initial stage for the job in the pipeline. By default, the first stage is selected.
4. Template: To quickly create jobs, select a template with a custom job name, dynamic data (fields that automatically get filled in, such as with the date and account name), description, due date, comments, and so on. For more details about job templates, go here.
5. Name: This is the name that is displayed on the job cards in a pipeline.
6. Assignees: Select the employees for jobs. To learn more about assigning jobs, go here.
7. Priority: Choose the priority level for jobs: Low, High, Medium, or Urgent.
8. Description: Use different text formatting, emojis, bullets, numbered lists, and even links here. You can also mention your team members to get them notified of the job without having to assign it to them. However, if they don't have access to the job, they will only receive the Inbox+ and email notifications but won't be able to open the job itself.
9, 10. Start Date, Due date: This is the date when the job has to be finished. Setting dates is optional but can be a helpful time-management tool. You’ll be able to identify which jobs are overdue by the exclamation mark icon next to their names in the jobs list.
11. Add a comment: Click the Add button on the top right to leave any useful notes here; for example, something your team members might need to know in order to do jobs.
12. Add a wiki page: If you have internal instructions for this kind of job, click the Add button on the top right to link them to the template for your team members.
13. Add: Click to add job(s) to a pipeline. If adding multiple jobs isn’t fully successful, you’ll get a notification explaining why in your Inbox+. Go here for more details.