Actions with jobs

Table of Contents

View jobs
- View job details
- View recent jobs for the account
Move jobs to new stages
Move jobs to different pipelines
Change job status
Edit jobs
- Bulk-edit jobs
Comment on a job
Track time in jobs
Archive jobs
Delete jobs

This article covers actions you can perform on an individual job —from the job card or the jobs list. To work with multiple jobs at once, see Work with job list . To view all jobs, go to Workflow > Jobs from the left menu bar.

Note

Team members with account access can view and edit jobs for their assigned accounts, change job assignees, move jobs between stages, and track time. A firm owner and admins have access to all firm jobs; other team members need pipeline access and the View all accounts access right to see all jobs.

View jobs

There are several ways to view your jobs:

Insights page: once a job is assigned to you, it appears on your Insights page, sorted into four groups—Approaching deadline, No activity, Overdue, and In progress. Here’s more on the jobs widget .
Calendar view: switch to the Jobs tab in Workflow > Calendar to see all jobs. Here’s more on calendar views .
Workflow > Jobs page: view all jobs you have access to; completed and archived jobs are on a separate tab. See Work with job list for search, filter, and sort options.
Client account: go to Clients > Accounts, open the client’s name, then go to the Workflow tab to see All jobs and Archived jobs for that account.

To view all jobs you have access to, go to the Workflow screen. The Jobs tab opens by default. Tap a job to open it. Tap Filters to filter jobs by pipeline and stage, job assignee, or account tags.

View job details

Once a job card is open, you’ll see elements linked to it , such as organizers, chats, and invoices. If the current stage has automove enabled, the job card also shows the pending action items impacting automove.

View recent jobs for the account

To see which services you’ve provided to a client in the past, open any job for that account—the account’s five most recent jobs are displayed right after the linked elements. Click a job name to open it, or click All account jobs to see the full list.

Move jobs to new stages

Jobs can be moved to new stages manually or via automation .

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

In bulk from the pipeline: Hover over the job’s name, select it, click Move to at the top left, then choose the stage from the list. To select all jobs in a stage, click the checkbox next to the stage’s name (maximum 50 at a time).
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 .

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. More on using linked elements in jobs .

Move 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, chats, 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 in a stage, click the checkbox next to the stage’s name (maximum 50 at a time).
In bulk from the Workflow > 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

Filter a Job list prior to selecting the jobs. For example, if you want to move jobs from one pipeline to another, 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.

Change job status

Job statuses show what’s happening to a job within its current pipeline stage—separate from moving it between stages.

To change a job’s status, open the job card, click the status next to the Job info section, then select a new one:

Active: the job has no blockers and needs no further action.
Completed: client-facing work is done, but the job stays in the pipeline.
Archived: the job is finished or canceled, so you archive it to remove it from the pipeline.
A custom status: apply a custom job status for firm-specific blockers, like waiting on documents or handling extensions.

Edit jobs

Edit jobs to add specific details , set intake dates and internal deadlines , track job time , and more. You can edit one job at a time or in bulk.

There are many ways to edit a job:

From the pipeline : Either in the Workflow section or from the client’s profile, click on the job card to expand it.
From the task list : If a job has a linked task, the name of the job is displayed in the list. Click on the name of the job to see its details.
From the Calendar view: Click on the job card to expand it.
From the Workflow > Jobs page: Click on the name of the job or select several jobs to make changes in bulk.

Tap the priority in the top left of a job to change it. You can edit the assignees, start and due dates, and description.

Bulk-edit jobs

To edit several jobs at once:

Select the checkboxes next to the jobs in the Jobs list, then click Edit. Use filters to narrow down your list if needed.
Make your changes, then click Save.

Note

When bulk-editing jobs, you can’t link elements, change job names, or add or remove comments. If you don’t make changes to the info that’s already in the fields, it remains the same. If you need to make changes, edit one job at a time instead.

Comment on a job

While you can use job comments in the job cards as reminders, it is also an easy way of communicating with your team members:

@mention your team members to notify them of the job and keep chatting with them via replying to job comments in Inbox+ .
Use text formatting, emojis, bullets, links and numbered lists.
Paste any image from the web and embed a video from Loom, YouTube, Vimeo or Google Drive into the comment’s text field.
Edit your comments anytime or delete them when you no longer need them. Note that only firm owners and admins can edit and delete comments left by other team members.

Only the last three comments are shown, with the newest one on top. Click See more to display the other.

@mentioning in job comments is also a quick way of giving team members access to the client account and/or pipeline. If you mention a team member who has no access, they will get a notification in their Inbox+ and will be able to request access right from the notification.

Once they do, all firm members who can grant access receive a notification and can grant access right from it. Once a team member is granted access, they can access both the account and the pipeline.

You can continue your communication via exchanging comments. If you were mentioned on a job card, you can reply to the comment right from the Inbox+ notification. Type your answer, then send it. It will be added as a new comment on the job card.

Tip

If you want your team member to receive a notification for your comment, @mention them in your reply. Otherwise, they will not be notified.

Add comments and communicate with your colleagues using @mentions by opening the job and switching to the Comments tab.

Track time in jobs

You can track time spent on jobs directly from the existing job. It is especially helpful if you link time entries to jobs to plan the team capacity and compare the actual time spent working on the job with the planned time budget.

To track time right from the job:

Open a job and ensure a client is selected correctly, then click Track time at the top right and start working on a job. You cannot track time for jobs where the client account is not selected.
A time entry is automatically linked to a job. You can now leave the job card, the timer will be displayed at the top of all TaxDome pages.
If needed, add a description, pause or finish the time entry right from the job card, or click the three dots to the right for editing and deleting it.
Once finished, you will see the Edit time entry sidebar. Make any changes you need, then click Save.

If you have several time entries added for one job, the total time you’ve spent on them will be displayed inside the job card.

Note

Team members with the Manage time entries access right can view, edit and delete all the time entries for the job. Otherwise, they can only see timers they’ve created.

Archive 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 in-progress ones; however, they’re no longer visible in their pipelines.

Choose the way that works best for you:

In bulk from the Workflow > Jobs page: 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 in a stage, click the checkbox next to the stage’s name (maximum 50 at a time).
One by one from the Workflow > Jobs page: 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 job status, then select Archived. Or, if it’s in the final stage, click Archive in the This job is ready to archive box.

The job is then moved from the In progress to the Archived subtab. Once it is archived, all automatic reminders set up for this job will stop as well.

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

One by one from the Workflow > Jobs page: Go to Archived, click on the three dots to the far right of the job’s name, then select Make active.
One by one 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.
One by one 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.
In bulk from the Workflow > Jobs page: Go to Archived, select the job names, then click Make active at the top of the list.

Tap the three dots at the top right and select Archive. Once you archive a job in the mobile app, you can only access it from the web app or Windows app.

Delete jobs

Deleting a job breaks the connection between the job and its linked elements (e.g., documents, notes, time entries, invoices). The elements remain but will no longer be associated with any job. Once a job is deleted, you cannot access it or review its history. If you need a record of completed jobs, we recommend archiving them instead of deleting them.

To delete jobs:

One by one from the pipeline: Click the job card to expand it, click the three dots at the top right, then select Delete.

Bulk deletion from Archived: Go to the Archived tab, select the jobs using the checkboxes, click Delete at the top of the list, and confirm in the pop-up window.