{"_id":"57a1671d5220910e002a169e","user":"560c8b938753612100214236","__v":0,"category":{"_id":"5789af53d7bf751900e3cbe1","version":"56539c428b050e2100f006cd","__v":0,"project":"56539c418b050e2100f006ca","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2016-07-16T03:51:47.201Z","from_sync":false,"order":3,"slug":"jobs","title":"Jobs"},"project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":12,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2016-08-03T03:38:05.733Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":0,"body":"[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Viewing Client Jobs & Tasks\"\n}\n[/block]\nThe **Jobs** page displays a list with all your clients which currently have active jobs. Active jobs are jobs that are still open in WFM/XPM. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/92e1bc7-Screen_Shot_2016-08-03_at_3.25.15_PM.png\",\n        \"Screen Shot 2016-08-03 at 3.25.15 PM.png\",\n        1126,\n        813,\n        \"#354e61\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\nYou also have the option to just view jobs with tasks that haven't been assigned to any staff. To do this, flick the switch at the top to **Unassigned**.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/93d6fdf-Screen_Shot_2016-08-01_at_11.53.53_AM.png\",\n        \"Screen Shot 2016-08-01 at 11.53.53 AM.png\",\n        234,\n        68,\n        \"#f7f7f7\"\n      ],\n      \"sizing\": \"original\"\n    }\n  ]\n}\n[/block]\nThe **Jobs List** can be filtered in various ways. The **Staff Member** filter allows you to view jobs with tasks that have been assigned to a selected staff member. The **Due Date** filters allow you to narrow the list down to jobs that have tasks that are due within a selected date range. After setting your filters, click **Apply** to activate them.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/9a80152-Screen_Shot_2016-08-03_at_3.23.09_PM.png\",\n        \"Screen Shot 2016-08-03 at 3.23.09 PM.png\",\n        835,\n        76,\n        \"#eff0f0\"\n      ]\n    }\n  ]\n}\n[/block]\nClicking on a client will display all their active jobs. To view the tasks within a job, click on the job.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/771acfe-Screen_Shot_2016-07-26_at_5.11.30_PM.png\",\n        \"Screen Shot 2016-07-26 at 5.11.30 PM.png\",\n        983,\n        783,\n        \"#3a5c7a\"\n      ],\n      \"sizing\": \"full\"\n    }\n  ]\n}\n[/block]\nTo ensure that the displayed jobs for each client are up to date, click the **Update from XPM/WFM** button. The sync may run for a few mins, depending on how much data needs to be pulled in. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/8f08aad-Screen_Shot_2016-08-03_at_4.59.50_PM.png\",\n        \"Screen Shot 2016-08-03 at 4.59.50 PM.png\",\n        180,\n        50,\n        \"#35716c\"\n      ],\n      \"sizing\": \"smart\"\n    }\n  ]\n}\n[/block]","excerpt":"","slug":"the-jobs-list","type":"basic","title":"The Jobs List"}
[block:api-header] { "type": "basic", "title": "Viewing Client Jobs & Tasks" } [/block] The **Jobs** page displays a list with all your clients which currently have active jobs. Active jobs are jobs that are still open in WFM/XPM. [block:image] { "images": [ { "image": [ "https://files.readme.io/92e1bc7-Screen_Shot_2016-08-03_at_3.25.15_PM.png", "Screen Shot 2016-08-03 at 3.25.15 PM.png", 1126, 813, "#354e61" ], "sizing": "full" } ] } [/block] You also have the option to just view jobs with tasks that haven't been assigned to any staff. To do this, flick the switch at the top to **Unassigned**. [block:image] { "images": [ { "image": [ "https://files.readme.io/93d6fdf-Screen_Shot_2016-08-01_at_11.53.53_AM.png", "Screen Shot 2016-08-01 at 11.53.53 AM.png", 234, 68, "#f7f7f7" ], "sizing": "original" } ] } [/block] The **Jobs List** can be filtered in various ways. The **Staff Member** filter allows you to view jobs with tasks that have been assigned to a selected staff member. The **Due Date** filters allow you to narrow the list down to jobs that have tasks that are due within a selected date range. After setting your filters, click **Apply** to activate them. [block:image] { "images": [ { "image": [ "https://files.readme.io/9a80152-Screen_Shot_2016-08-03_at_3.23.09_PM.png", "Screen Shot 2016-08-03 at 3.23.09 PM.png", 835, 76, "#eff0f0" ] } ] } [/block] Clicking on a client will display all their active jobs. To view the tasks within a job, click on the job. [block:image] { "images": [ { "image": [ "https://files.readme.io/771acfe-Screen_Shot_2016-07-26_at_5.11.30_PM.png", "Screen Shot 2016-07-26 at 5.11.30 PM.png", 983, 783, "#3a5c7a" ], "sizing": "full" } ] } [/block] To ensure that the displayed jobs for each client are up to date, click the **Update from XPM/WFM** button. The sync may run for a few mins, depending on how much data needs to be pulled in. [block:image] { "images": [ { "image": [ "https://files.readme.io/8f08aad-Screen_Shot_2016-08-03_at_4.59.50_PM.png", "Screen Shot 2016-08-03 at 4.59.50 PM.png", 180, 50, "#35716c" ], "sizing": "smart" } ] } [/block]