Add a Classic job

Owned by Oksana Vishchuk
Last updated: Apr 19, 2024 by Damian Rozmiarkowski
1 min read

  1. Click the Add Job button in the Jobs tab of a Classic project or quote. You will be directed to the Add Job page.

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  2. In the Main Data tab:

    1. In the Add using section, select if the job is a Workflow or Non-Workflow one. Non-workflow jobs are not included in the project’s workflow but are added to the list of jobs.

    2. In the Workflow Job section, check if the right workflow job is selected or switch to another one.
      If the Non-Workflow Job is selected in the previous step, the current section would be Job Type, and you would be able to select from all job types available in the system.

    3. Add the necessary details: select a vendor, their price profile, and a contact person, and provide the job dates.

  3. In the Instructions tab, check the available instructions and notes or provide new ones.

  4. Click the Save button.

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