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Add a work item

LiveFor: Manager

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

  1. On Work, press Add Work (or + > Work from anywhere).

  2. Fill in the dialog:

    • Work template: leave No template for a one-off job, or see Create work from a template.
    • Work title and Work type.
    • Assigned to and Client.
    • Start and Due; Show Deadline adds a deadline.
    • Description.
    The Create Work From Template dialog with Work template, Work title, Work type, Assigned to, Client, Start, Due and Description, and Create.
    Add Work.
  3. Press Create. The new job opens on its Tasks tab.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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