Job Folders

Job folders (1 min 56 sec.)

Folders allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context.

Folders are specific to each job, so if you create folders for one job they will not be available to another job.

You can also include default folders in job templates to ensure consistent use of folders from one job to the next (see Creating a job template from scratch).

Working with folders

Managing job folders

Related Tasks

Editing a quote note

Editing a job or task note