Organising your Jobs

One of the difficult aspects of managing a large job or project is ensuring everything remains in context. Not only for you as the project manager but also for the benefit of the staff working on the job.

As the information on the job grows, especially the number of tasks, milestones, notes, documents and costs it becomes increasingly more difficult to maintain visibility between relevant items. In the end you end up with a lot of information on the job, but in order to find anything you can easily get lost in the detail.

Late in 2008 we introduced a concept of Note and Document Folders to a job. This allows you to group all common notes and documents together placing them in context. For example, Images, Emails, Contracts etc. Using the example below, clicking on "Images" would list all the notes from the images folder.

In the upcoming release this weekend we've extended the Folder concept to apply to the entire job. In addition to notes and documents - tasks, milestones and costs can now be grouped into folders. This allows you to visually break a job up into multipe components or sub jobs allowing you to gain increased visibility on each individual stage or component without the unnecessary noise from the other elements of job.

Clicking on a folder will display all the tasks, milestones, notes, documents and costs specific to that folder.

Furthermore, you can quickly and easily create purchase orders and invoices for each Folder seperately from the remainder of the job allowing you to more easily manage your costs and income associated with each part of the job.

Chirag Ahuja
Chirag is the Marketing Manager at WorkflowMax. Every day he strives to educate more and more business owners on how to do business better. From their first visit to the website or the first email they receive to the first video they watch – he is passionate about delivering a seamless, beautiful and personalized experience that people love and that converts strangers to leads to customers and finally into fans! Chirag loves listening to techno music, reading vedic scriptures, leading teams, building relationships, and discussing the big questions in life.

Chirag Ahuja

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