• 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 field , select the name of the staff member that this job will be assigned to
• Enter the scheduled start date and due date for this occurrence
• For recurring jobs , Click on the Repeat toggle then click on the Edit rules button
• In the Edit repeat rules box, enter the details about the job schedule then click the Save button
• In the Task List, Add a single line for each task
• For each task , enter the details or instructions for performing this task. The details can include bulleted lists , numbered steps , links , images and videos .
• The job will be auto saved
Click here to view a video tutorial
**Note:* If this job is set to repeat, the next occurrence will be auto create when the status is changed to completed for this instance. any changes made to the tasks or the details will be reflected in the next occurrence.*