Internal Workspace
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• Select the client company name from the from the left navigation My Client List • Click the Internal Workspace tab • In the Jobs panel click the add (+) button to create a new job • In the details panel on the right, Add a job title (REQUIRED) and a description for the job • In the assignee fi...
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Select the client company name from the from the left navigation My Client List Click the Internal Workspace tab In the Jobs panel click the add (+) button to create a new job In the details panel on the right, Add a job title and a description for the job In the assignee field , select the name...
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Select the Job your want to clone (copy) In the Jobs panel Click the ellipsis (...) in the upper right hand corner of the details panel and select Duplicate Choose a workspace to duplicate the job in then click the Duplicate Job button This will open the job in the new workspace where you can ma...
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The Client Hub Job card is a summary of information about the job. Click on the job card to display more information in addition to the list of tasks and the task details. Job cards with a start date of today or prior will be displayed in the Current tab of the Internal worskpace for each client...
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Setting up recurring Client Tasks with the Autopilot feature
The Auto Pilot feature in a Job allows you to automate the publishing of Client Tasks to the client workspace. Check out our How to Create recurring client tasks video and the step by step instructions below. Select the client from the left navigation Click on the Internal Workspace tab Click th... -
How to create a Job from a message in Conversations
When a client sends a message in conversation requesting you to provide them with service or deliverables you can turn that message into a Job in your internal workspace. Mouse over the message in the Conversations Panel to display the ellipsis (...) Select Create a Job The page will redirect to... -
How to delete a tasks or task group from a Job
To delete a single task: Select the tasks, when the details box appears on the right side, click on the ellipsis (...) and select "Remove". If the tasks is still displayed, fresh the page. To delete a task group Follow the instructions for deleting a task, however, instead of selecting a specif... -
Select the Job your want to delete In the Jobs panel Click the ellipsis (...) in the upper right hand corner of the details panel and select Remove
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Tasks in Jobs can be divided into task groups. Task groups can be reorganized by dragging and dropping using the grabber icon in the upper left corner of the Task Group. Click the link below to view a quick video How to re-order task groups
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Add notes to a Job and tag users to send notifications
You can add notes to an occurrence of a job to provide additional context. In addition, you can tag team members to notify them of updates. In the Job details page click the Job Comments tab at the top of the Task list Type your notes then click the send button If you want to tag a team member i... -
An internal Job can be assigned to multiple user by using the Task Group option. When users are assigned at the Group level, and all tasks in a group have been completed, the user will be prompted to reassign the job to the next assignee. If the tasks in a group can not be completed, users can ma...
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Batch Jobs allows you to create a single Job (from a template) and add it to multiple Internal Workspaces with a single click: Click the Batch Actions button next to the search field at the top of the client list (Blue box with a checkmark) Check the boxes next to each client name to select whic...
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How to batch add a Job Template to multiple clients
Follow the instructions below to add a Job Template to multiple clients Go to Clients & Workspaces in the left navigation Click the blue box at the top of the list (labeled Batch Actions) Select the clients you want to create the job for Click the +Job button at the bottom of the panel Selec... -
How to Create a Job from a Template
To create a job from a template: Go to the Templates menu on the left bar Find your template in the "Firm Templates" tab (or direcly use a Client Hub Template) Click on that template card Then in the Template Detail drawer that opens, select the "..." menu to the right of the template name Click... -
Go to Templates on the left navigation Click on Job Templates at the top of the page Click on the template you want to delete In the upper right corner of the page click on the actions icon (...) and select Delete
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How to use Auto-pilot to automate the process of creating Client Tasks
The Auto-pilot feature allows you to set up Client Tasks to be automatically created from within your internal Jobs Begin by creating a Job in the Internal Workspace In the Task section, click on the +Client Task option When the Client Task Draft box appears add 1 or more client tasks to be adde... -
How to use Client Hub Time Tracking
Track Time When you open a job, you'll see the time-tracking option located on the right-hand panel, click on the blue time-tracking button to start the timer. The timer will continue to run. Even if you leave the existing job. The timer application will appear in the upper right-hand corner of... -
The new Pinned Panel in the Internal Workspace makes it easy for you and your team to keep all the important items in Client Hub together in a single list. Practice Users have the option to pin the following items: Client Tasks Messages in Conversations Emails Jobs Client Notes When an item is ...
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You may want to organize the jobs in your firm in various ways. For example: By the kind of service that the job relates to -- set up a tag for each kind of service Client Hub's tags feature is a very flexible way to do all this. To start, an administrator can set up your firm's tag list in the...