- Navigate to the Jobs module (Jobs board) from the left menu.
- Click the New + button in the top-right corner.
- The "New Job" or "New Task" form will open.
- Fill in the job details:
- Title: A clear name for the job or task (e.g., "Fence removal").
- Worker or Responsible User: Select the worker or Responsible User from the dropdown list.
- Project: Link the job to an existing project (optional).
- Status: This will default to "Initiated".
- Trade: (e.g., "Site Work")
- Priority: (e.g., "Medium")
- Start Date Time and End Date Time.
- Estimated Hours.
- Description.
- Click Save & Continue. This creates the job or Task and takes you to its detail page.
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