Attach an existing item to a job

Staff and administrators use Attach Job to connect a task, invoice, or meeting that already exists to a workflow job that has already been created, instead of only through the job’s own template setup.

Attach an item to a job

1. Open the task, invoice, or meeting’s detail page.
2. Select Attach Job.
3. In Select Job, choose the workflow job. The list shows jobs for the same client as the item.
4. In Select Stage, choose the pipeline stage.
5. Select Save Changes.

Attach Job is available from a task’s detail page, an invoice’s detail page, and a meeting’s view.

Attach Job vs. template attachment

Attach Job connects a record that already exists to a job that already exists. This is different from attaching tasks and invoices to a job template, which copies new items onto every job generated from that template.