Change client, rename or delete a job

Work item options (the three dots at the right of the tabs) holds every action on the job.

Work item options.

• Change Client: move the job to another client.
• Rename: change its name.
• Delete: delete the job and all its tasks, after confirming.
• Copy Tasks, Reset Work: see Copy, paste and reset tasks.
• Edit Repeating Work, Print Client Request Summary, Save as Template.
• Create Invoice, for firms that bill in BMS.

Caution

Deleting a job cannot be undone.