Work and jobs

See where every job stands, run it from a template and keep the client in the loop.

For: All staff

The Work board

• See where every job standsLiveBeing written

  The Work board by due date, with status, budget and fees on each card.

• Group by status, assignee, client or client tagLiveBeing written

  Re-cut the board for the question you are asking.

• List view, sorting and columnsLiveBeing written

  A sortable table for long lists.

• Filter work and save a viewLiveBeing written

  Add Filter, then save or share the view.

• Read the totals stripLiveBeing written

  Work Items, Budget, Actual, Remaining and Fees for what is on screen.

• Update many jobs at onceLiveBeing written

  Select rows to move, assign, change status or due date.

• Export work to a spreadsheetLiveBeing written

  Download the list as CSV (not for Restricted Users).

• Drag a job between columnsLiveBeing written

  Change status or assignee by dragging on the board.

Create work

• Add a work itemLiveBeing written

  Create a job with title, type, client, assignee and dates.

• Create work from a templateLiveBeing written

  Start from a template so tasks, budget and client requests come with it.

• Create work for many clients at onceLiveBeing written

  Bulk Create Work for a whole client segment.

• Set up repeating workLiveBeing written

  Monthly, quarterly or yearly jobs that create themselves.

Inside a work item

• Tour of a work itemLiveBeing written

  Header fields and the Timeline, Tasks, Integrations, Time & Budget, Documents and Details tabs.

• The timeline: notes, emails and pinsLiveBeing written

  Post a note, pin what matters and filter the history.

• Tasks and sectionsLiveBeing written

  Add, complete, move and assign tasks; collapse sections.

• Copy, paste and reset tasksLiveBeing written

  Reuse task lists between jobs or reset from the template.

• Automators on sectionsLiveBeing written

  Let a section change status or notify when its tasks are done.

• Send a client requestLiveBeing written

  Ask the client for documents item by item; it opens in their portal once sent.

• Read and answer the client on a requestLiveBeing written

  See uploads, skips and messages per item, and reply under the item.

• Print a client request summaryLiveBeing written

  A PDF of what was asked, sent and still missing.

• Request a signature or an approvalLiveBeing written

  Add an eSignature or Approval Request to the job.

• Budget, time and fees on a jobLiveBeing written

  Add a budget estimate, log time, start a timer and set fees.

• Documents on a jobLiveBeing written

  Upload files and link a connected folder.

• Details: dates, team, tags and custom fieldsLiveBeing written

  Start, due, deadline and extension dates, the work team, privacy and tags.

• Change status, assign or complete a jobLiveBeing written

  Move a job on, hand it over or mark it completed.

• Change client, rename or delete a jobLiveBeing written

  The work item options menu.

• Save a job as a templateLiveBeing written

  Turn a well-run job into the firm template.

• Summarise a job with BMS AINeeds setupBeing written

  A short summary of the timeline; never given money.

Templates

• Create and edit work templatesLiveBeing written

  Tasks, sections, client sections and budgets in one template.

• Add a ready-made template from the Template LibraryLiveBeing written

  146 templates by collection and region; Add To BMS.

• Publish, duplicate, archive and restore templatesLiveBeing written

  Keep the template list clean.

Progress reports

• Progress reportsLiveBeing written

  Counts by status and a job table filtered by type, template and deadline.

• Export a progress reportLiveBeing written

  Download the report as CSV.