Back to: Complete Jobman Set-Up Guide for Administrators

This is a review lesson on how to create agenda screens, so you can get your Kiosk Users up and running with a personalised to-do list each day.

Creating an Agenda Screen

To create an agenda screen for your staff, follow these steps:

1. From the User Menu Panel, navigate to Settings > Agenda Screens.
2. Click Create.
3. Name your agenda screen.
4. From the Item drop-down, select either Job, Lead, or Project.
5. Click Create again.

You will be taken to a page for your new agenda screen, where you can customise further.

Customising an Agenda Screen

When you click into an agenda screen from the list under Settings > Agenda Screens, you will be shown some options at the top of the page:

• Update: Change the name of the agenda screen.
• Message: Type a message that will display on the agenda screen for staff to see.
• Filters: Further define the parameters of your agenda screen.
• Members: Assign or remove staff to view the agenda screen from their dashboard. You can also restrict staff to their own tasks, so they will not see tasks assigned to other members in that agenda screen.
• Share: Generate a link to view your screen. See: Displaying an Agenda Screen.
• Delete: A pop-up will ask you to confirm you want to delete the agenda screen. Deleted screens can be viewed using the Deleted filter at the top-right in Settings > Agenda Screens.

Assigning a Priority Level to a Lead or Job

You can assign or update a priority in a lead or job by following these steps:

1. Click into the lead/job.
2. Click the three-dot menu next to the lead/job number (see below).
3. Click Priority.
4. Choose a priority level from the drop-down (see below).
5. Write a message (optional).
6. Click Save Changes.

You can also click the current lead/job priority level to change it: