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Navigation: Jobs

My Jobs

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The above program is loaded when the My Jobs link is clicked from the Navigation Pane.

 

My Jobs are useful to maintain a list of current or favourite jobs linked to the logged in user. They can also be used to automatically populate a weekly timesheet at the start of each week to avoid having to continually select the same jobs - see Weekly Timesheets.

 

Please refer to the Grid Views for how to use the My Jobs grid view. In addition to the standard features described in the link, the following options are available:

 

Add New - this can be chosen from the Toolbar and will display a blank Job Details page ready for the data to be entered for a new job.

 

View Details - this can be chosen by double clicking the mouse on a row and will display the Job Details for the selected job.

 

Remove from My Jobs - this can be chosen by right clicking the mouse over a selected row and will remove the selected job from the My Jobs listing. NOTE - this will not affect the live status of the job.

 

Record Actions - this can be chosen by right clicking the mouse over a selected row and will display the New Actions dialog box. Actions created will be saved against the job and can be viewed in the Job's Actions tab. They may also appear in the User's To Do list.

 

Add Document - this can be chosen by right clicking the mouse over a selected row and will display the New Document dialog box. Documents created will be saved against the job and can be viewed in the Job's Documents tab.