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How to Add Jobs

Written by Merilin Peetris

Before you can create individual jobs, you must first set up a job type.

Once a job type exists, you can begin adding jobs under it.

1. Access the Job Type

  1. Go to Settings (gear icon) → Types of Job.

  2. Find the job type to which you want to add jobs.

  3. Click Edit to open the job type details.

2. Add a New Job

Inside the job type window:

  1. Select Add Work.

  2. Enter the name of the new job.

  3. Save your changes.

The job will now appear under the selected job type.

3. Managing Employee Access to Jobs

By default, all employees linked to the job type are automatically granted access to all jobs under that type.

If you do not want all employees to see all jobs:

  • You can unlink employees from specific job types or specific jobs, depending on your setup.

This ensures that employees only see the jobs relevant to their department, project, or role.

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