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.
Here are the default job states. Each job state can have its own set of notifications.
- Planned – select this job state when you create a new job – the project team can be notified...
- In progress – select this job state as work begins on the job...
- Completed – ...and select this to notify staff when the job is finished
- On hold
You can edit the names of the default job states or add more if you want more detail – or more notifications – as a job progresses. For example:
- Ready for review
- Awaiting client sign-off.
Working with job states