Jobs and pipelines

Admins and employees use jobs and pipelines to follow client work through a workflow. Start here when you see Jobs, Pipelines, or Pipelines Setting and need to know which area to use.

Setting up workflow structure (pipelines, stages, templates, triggers) is admin work and lives under Settings > WorkFlow Setting. The rest of this article covers daily work in Jobs and Pipelines.

What a job is

A job is a workflow item for a piece of client work. A job can show the client, service tag, pipeline, current stage, dates, status, and the tasks or activity connected to that work. A job’s status is Open, In Progress, Missing Info, or Completed, and a job can be archived separately when it is no longer active.

Use Jobs when you need a list of active workflow items and want to open one job’s details.

What a pipeline is

A pipeline is the board that shows active jobs by stage. Each stage appears as a column, and job cards sit inside the stage they are currently in. The cards can show the job number, client, service tag, title, status, and dates.

Open Pipelines to scan the flow of work, see how many jobs are in a stage, or open a job from the board.

Add a job

1. Open Jobs or Pipelines.
2. Select Add (the plus icon).
3. Choose the PipeLine and the PipeLine Stage the job should start in.
4. Choose the Job Template that defines the workflow. Templates are configured under Service templates.
5. Under Select Clients, pick one or more clients the job applies to.
6. Add Select Tags if your team uses tags for grouping.
7. Select Save.

Priority, due dates, assignees, and the task list inside the job come from the chosen template and pipeline, so they do not appear on the Add modal.

Use the pipeline board

Open Pipelines from the left sidebar to scan active jobs by stage. Each stage is a column, and job cards sit inside the stage they are currently in. A job card shows the job number, status, the client and folder number, the service tag, the title, the due date, and the created date.

To move a job to the next stage, drag the card from one column and drop it on the destination column. To rename or add stages, open Settings > WorkFlow Setting — the board itself does not change stage structure.

Job detail page tabs

The job detail page has two tabs: Tasks, which shows the workflow stages with the items inside each stage including tasks, and Activity, which shows the change history. The stage of a job changes by moving its card on the pipeline board — there is no stage-change control on the detail page.

Pipelines vs. Pipelines Setting

Pipelines under WorkFlow is the daily work board.

Pipelines Setting under Settings > WorkFlow Setting is where admins set up pipeline structures, stages, templates, and related workflow configuration.

If you are doing daily work, start with Jobs or Pipelines. If you are changing how the workflow is built, start with Settings.

Jobs, pipelines, and tasks

Jobs organize a larger workflow. Tasks break work into specific actions. A job can have tasks attached to it, so the pipeline shows where the work sits while tasks show what still needs to be done.

Filter and sort the job list

The action bar on Jobs has a filter, a sort, and a column-toggle control. The filter modal accepts PipeLine, Client, Status, Priority, Stage, Assignees, and date ranges. Quick filters narrow the list to My Jobs, Current Tax Year, Due Today, and Overdue. Three tax-type quick filters — Personal Tax, Corporate Tax, and HST Tax — narrow to the matching service tag.

From a client record

On a client’s detail page, open the Jobs tab to see jobs for that client. Creating a job from this tab pre-fills the client, so you only choose the pipeline, stage, and template.