Creating and Editing Jobs

A new job can be created by right-clicking on the Jobs search results grid and choosing New.

An existing job can be edited by right-clicking the Jobs search results grid and choosing Open from the drop-down menu.

The Job Details dialog appears.

Details Tab


Default Area - The default area to be used to store any records associated with this job. This is a list of the primary storage areas as defined in Record Locations.

Default Contact - the default contact to be used to store any records associated with this job.

Default Location - the default location to be used to store any records associated with this job.

Type - a reference to a user-defined list of job types. The job type also determines the default task template to be used. See Job Types.
Note: if the job type is changed from Not Started to Started and a task template exists, the user will be prompted to create tasks for the job.

Title - by default formed by concatenating the contact name, a dash and the job type description, but it can be changed.

Code (optional) - the job identifier, either user specified or HowNow generated using a user-defined formula. See System Options > Other Settings > Workflow > Next Job Number.

Job Status - a reference to a list of user-defined job and task status descriptions.  See Job Status.

Entry Date - the date the job was entered in HowNow .

Start Date - the date the job is actually started. This date is automatically set when the first task is started.

Due Date - the date the job is due for completion. This date controls the color of the job search results; green for current; amber for due today; red for overdue.

Progress - the progress of the job as a percentage. It is calculated by dividing the number of completed tasks by the total number of tasks for this job. It also controls the progress field on the search results.

Partner - the partner responsible for this job.

Manager - the manager responsible for this job.

Reviewer - the person responsible for reviewing this job.

Assigned By - the person who assigned the job (defaults to the user who created the job).

Assigned To - the person to whom the job is being assigned.

Completion Date - the date the job is completed. This date is automatically set when the last task is completed.


Priority - Assign the priority of a job - High, Normal or Low. This will show on the search results screen.

Deleted - specifies if the job is in the recycle bin.

 
Budget Tab

Allows entry of budgets and actuals for time units and dollar values.

The average hourly rate is calculated for both budget and actual by dividing the value by the units multiplied by the Minutes Per Time Unit value in System Options. 


Notes Tab

This is an area for notes relating to the job. The lower panel shows the notes from each of the job's tasks.

The Print button allows the notes to be printed.
Note: Use F3 to insert today's date and time into the text.
Note: Use Ctrl-Enter to add new lines.


Visibility Tab

Only select a team if the job is only to be visible to members of that team.

 

Tasks Tab

A list of the tasks created for this job.

To open a task, either double-click the entry or right-click the entry and choose Open.

To change the status of a task, right-click the task and choose the required status.

Use the Create Tasks button to automatically create tasks for this job based on a Job Task Template.

Job Task Template - The default Job Task Template is specified by the Job Type but it can be changed.

List of tasks - This list displays the list of tasks specified by the Job Task Template. Uncheck or check tasks as required or use the Select All or Deselect All buttons. The order the tasks appear in the list is the order in which they will be created. This can only be changed by editing the Job Task Template or by altering the due date of the created task.

Click the Create button to create the tasks for the job. The Task Assignment dialog will appear. This dialog allows tasks being created  to be assigned to a person different from the one specified in the Job Task Template. It appears when the first task is created and for each change of position depending on the Assign all remaining tasks to this person unless the position changes check box setting.

Position - Use this field to specify a different position. The setting in this list control the entries that appear in the Assign To list for each task. To see all possible employees, set this list to N/A.

Assign To - Use this field to assign a different person to this task.

Assign all remaining tasks to this person unless the position changes - Check this box if the person selected is to be allocated to all following tasks for the specified position. Unchecking this box will force HowNow to ask for a new Assign To person each time a task with a new position is created.


Note: the order of unassigned tasks can be changed by using drag and drop.
Note: if the job has a start date, then the first task will be started automatically;

 

Records Tab

This tab displays a list of records created for this job.

 

Time Tab

This tab displays a list of time spent on this job.

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