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Automatic Naming of Jobs

Please can you add an option for Jobs to be automatically named to include the period that the job relates to.


Ideally the job name would be..


"Service Type - Period - Client"


so


"Annual Accounts - Sep18 - Pavilion Accountancy"

 

or


"Qtrly VAT Return - Mar18 - Pavilion Accountancy"


I can go through and update these all manually, but its going to take some time.


Thanks


Nick


1 person likes this idea

Did you know you can view outstanding jobs and the period they relate to using our powerful DASHBOARD Wigit tool?!


  • Simply create a +wigit on your dashboard and select the standard wigit called Job Status.
  • Then choose your criteria from the drop-down filters
  • Select the status you want to see (i.e. started/ completed/ overdue etc)
  • Choose if you want to see jobs assigned to just you, or all jobs
  • Sort the jobs by choice of client, service or due date (you can sort by planned date instead of due date if available too!)
  • Press Save and you're ready to go!

See how many jobs you have for your bespoke criteria on your dashboard!

Thanks for the reply.


Even with the widget it would still be good to have the service period included in the title of the job, as the due date and planned date may not always provide this information. But I find it useful to see the job period whilst looking through outstanding work.


Nick

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