How to Create a Project

Manage long-term or large-scale jobs with different deadlines and stages as one project, rather than creating and managing several jobs. Jobman allows you to assign multiple leads or jobs (including any work orders) to a single project, either during or after project creation.

In this article:

Creating or Updating a Project

Creating a New Lead or Job Within a Project

Adding an Existing Lead or Job to a Project

Creating or Updating a Project

To create a new project, follow these steps:

1. From the User Menu Panel, navigate to Projects.

2. Click Create.

   

3. Name your project.
4. Select your project type/s.
5. Select your project workflow.
6. Enter any site information or notes (optional).
7. Add members.
8. Add details if required.
9. Click Create again.

You will be redirected to your new Project page, where you can view the project status, value, type(s), details, notes, etc.

Click Update at any time to edit any of this information, or click on the project status to change it.

Creating a New Lead or Job Within a Project

To create a new lead or job within your project, follow these steps:

1. From the User Menu Panel, navigate to Projects.
2. Click into the project you want to create a lead or job within.
3. Click New at the top-left and select either Job or Lead.
4. Follow the normal steps to create a lead or a job.

Adding an Existing Lead or Job to a Project

To add an existing lead or job (including any work orders within that job) to a project, follow these steps:

1. Click into the lead or job that you want to add to the project.
2. Click the three dots near the top-left and click Assign to project (shown below).

You will then be able to view and access linked leads and jobs from your project Dashboard: