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.
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
- Cancelled.
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
Adding notifications to job state changes
Changing the order of job states