Back to: Complete Jobman Set-Up Guide for Administrators

As we did with leads, we will now create some agenda screens for your staff who will be working on your jobs.

An agenda screen is a to-do list for one or more staff in your organisation. Each agenda screen is typically created for a specific department, area, or team within the organisation, and contains a list of all job tasks needing to be completed by that team, in priority order.

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:

Understanding Your Agenda Screen

See the image below for an overview of what your agenda screen might look like.

• Click into a job to update start/target dates.
• Click into a job to change its priority level.
• Upload any files or attachments.
• Add notes to jobs.
• View, assign or remove staff members from a task.
• See the progress against jobs.

Creating a Priority Level

To create different priority levels for your tasks, follow these steps:

1. Go to Settings > Agenda Screens and click Priorities:
2. Click Create.
3. Name your priority.
4. Choose a colour that will designate your priority.
5. Click Create again.

To update an existing priority, click into it and you can change the name or colour, or Set as Default.

You can set a priority level as the default, meaning it will automatically be assigned to all leads/jobs when they are created.

Assigning a Priority Level to a Job

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

1. Click into the job.
2. Click the three-dot menu next to the 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 priority level to change it: