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Details: dates, team, tags and custom fields

LiveFor: All staff

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

A job's Details tab with its name, description, key dates, client, status, work type, template, work team, privacy and tags.
The Details tab.
  • Name, Description and Engagement.
  • Key Dates: Start, Due, Deadline and Extension; press Edit Key Dates to change them.
  • Client, Status, Assigned to, Work type and Base work template.
  • Work team and Job roles: who does which part of the job.
  • Privacy: who can see the job.
  • Tags and your firm’s custom fields.
  • Other Contacts Involved.

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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