Job States

Managing job states (1 min 55 sec.)

You can set up job states to match the stages in your company's jobA job is the overall project that you or your organisation works on for a client. workflow. Then, by adding notificationsWorkflowMax uses notifications as a way of informing selected people when certain job-related events occur. When one of these events occurs, staff assigned to the job, team members or client contacts can be notified by email, on-screen alerts or RSS feeds. to each job state, you can communicate to key people how a job is progressing – and when it's time for them to take action.

Working with job states

Creating a job state

Adding notifications to job state changes

Changing a job's job state

Editing a job state

Changing the order of job states

Deleting a job state

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