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See where every job stands

LiveFor: All staff

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

Work in the sidebar opens the board: every job at the firm as a card, in columns by due date (Overdue, Due Today, Due This Week, Due Next Week and later).

The Work board for Larkin Partners with columns Overdue, Due Today, Due This Week and Due Next Week, each holding job cards.
The Work board, grouped by due date.
  • The job’s title, its client and the assignee’s avatar.
  • A bar showing how many of its tasks are done.
  • Its status, then what is left: the next status or No Tasks Remaining.
  • Its queue, start and due dates (in red when overdue), deadline and planned week.
  • Timeline Activity, Type, Repeat, Fees and Fee Type.
  • Along the bottom: Budget, Actual and Remaining, in time and money.

Press a card to open the job. Hover a card for Plan Work, which puts it in a week of your choosing.

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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