Jobs (Basic): Move, Sort, Archive, Delete

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Whenever you receive a new job from a client, you add it to the first stage of a pipeline. As the work progresses, you move the job through the various stages of the pipeline, either manually or via automation. During this process, you can sort the way the jobs are displayed in the pipeline. You can also move any of your jobs to other pipelines. Then, once a job is completed, either delete it or archive it, depending on your needs:

Moving Jobs to New Stages

Jobs can be moved to new stages manually or via automation. To learn more, go here.

To manually move jobs, choose the way that works best for you:

  • In bulk from the pipeline: Hover your mouse over the job’s name, select the job, click Move to on the top left, then choose the stage from the list. To select all jobs from a stage, click the checkbox next to the stage’s name.
  • In bulk from the Jobs page: Select the checkbox next to the jobs you want to move, click Edit on the top left, then choose the stage from the list. If you have selected jobs from different pipelines, you will not be able to choose a stage.
  • One by one from the pipeline: Hover your mouse over the job’s name, then drag-and-drop it.
  • One by one from the job details view: Select the stage from the list.

If there are any automations linked to a stage, a sidebar displays them. Deselect the ones you don’t want. All automations are triggered at the same time when a job enters a new stage.

If you see inactive automation in a sidebar, this means that it will not be triggered for the account because it doesn't meet the criteria indicated in conditional automation settings. Read more on conditional automations in the article.

If job elements linked to a stage aren’t completed, choose one of the options from the pull-down menu in the Unfinished Requirements section, then click MOVE. To find out more about how to use linked elements in Jobs, go here.

Moving Jobs to Different Pipelines

Jobs can be moved to a new pipeline either one by one or in bulk. For example, a lead may turn into a client, requiring you to move a job to a new pipeline. Moving jobs allows you to create new jobs from existing ones and helps maintain linked documents, notes, messages, invoices, time entries, etc.

To move jobs to a new pipeline, choose the way that works best for you:

  • One by one from the job details view: Select the pipeline from the list, then select the stage.
  • In bulk from the pipeline: Hover your mouse over the job’s name, select the job, click Move to on the top left, select the pipeline from the list, then select the stage. To select all jobs from a stage, click the checkbox next to the stage’s name.
  • In bulk from the Jobs page: Select the checkbox next to the jobs you want to move, click Edit on the top left, select the pipeline from the list, then choose the stage.
tip

Tip: Filter a Job list prior to selecting the jobs. For example, if you want to move jobs from a tax pipeline to an extension pipeline, filter the Job list by applying a filter by pipeline, then select the jobs.

If there are any automations linked to a selected stage you are moving jobs to, a sidebar displays them. Deselect the ones you don’t want. All automations are triggered at the same time when a job is moved to a new pipeline.

Sorting Jobs in Pipelines

By default, jobs are sorted by account name. However, you can also sort them by the amount of time they’ve been in a stage so that newly added jobs are displayed at the top or bottom. Access the Edit pipeline page (for more details, go here), then change the Sort accounts in stages by setting.

Archiving Jobs

Once you’ve completed a job, archive it. Archiving rather than deleting helps when it comes to reporting time. Archived jobs can be edited just like active ones; however, they’re no longer visible in their pipelines.

tip

Tip: Move a job to a different pipeline when the client suddenly needs a new service. For example, you may need to move a job from a tax pipeline to an extension pipeline.

Choose the way that works best for you:

  • In bulk from the Jobs tab in the Workflow section: Select the job names in the Job list, then click Archive at the top of the list.
  • In bulk from the pipeline: Select the jobs in the pipeline, then click Archive at the top of the list. To select all jobs from a stage, click the checkbox next to the stage’s name.
  • One by one from the Jobs tab in the Workflow section: Click on the three dots to the far right of the job’s name, then select Archive.
  • One by one from any pipeline: Click on the job card to expand it, click on the three dots on the top right of the expanded box, select Archive, then confirm by clicking ARCHIVE.

The job is then moved from the Active to the Archived subtab.

If you have archived a job but later discover you need it again, change it back to active:

  • From the Jobs tab in the Workflow section: Go to Archived, click on the three dots to the far right of the job’s name, then select Make Active.
  • From the Workflow tab of a client’s profile: Go to Archived Jobs, click on the three dots to the far right of the job’s name, then select Make Active.
  • From the job details bar: Click on the three dots to the right of the job details bar, then select Make Active from the pull-down.

Deleting Jobs From Pipelines

Though we recommend archiving completed jobs rather than deleting them, you can permanently remove a job. Click on the job card to expand it, click on the three dots on the top right of the expanded card, select Delete, then confirm by clicking DELETE JOB.

Or you can delete jobs from a pipeline in bulk by selecting them and then clicking Delete on the top left. To select all jobs from a stage, click the checkbox next to the stage’s name.

Adding Jobs

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Job Card Display

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Bulk-Editing Jobs

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Viewing Jobs

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Filtering Jobs

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Printing Job List

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