Jobs

What is a project / job / order / case?
Before you start creating jobs on magnetic, let us first discuss what a job is. Project / Booking / Job/ Order / Case First off, a job can be re...
Wed, 21 Dec, 2016 at 1:59 PM
How to add a job
Now that you are all set up, let's create your first job! Usually, in an agency, the lead(Opportunity)  becomes a job once the deal is signed...
Tue, 11 Apr, 2017 at 9:29 AM
How to work with sub-jobs
Sometimes a project can be very complex and need smaller job inside of that project in order to make it easier to manage. A sub-job is a means of cre...
Tue, 11 Apr, 2017 at 9:30 AM
Segment your database with tags
Magnetic wants to save you time and make you more efficient in your day-to-day activities. Tags can be used as quick flagging to differentiate. E....
Tue, 11 Apr, 2017 at 9:29 AM
How to manage retainers
In a nutshell, here's how a retainer job works: You create a retainer job and, if selected, you can automatically create monthly sub-jobs, saving y...
Fri, 23 Feb, 2018 at 3:07 PM
Authorise a Job to save the initial time estimates on a job
Authorising a job on Magnetic will help you track scope creep and keep you on track with your budget and estimated time.  Why do you need this new featu...
Fri, 20 Apr, 2018 at 5:57 PM
What happens when I archive a Job?
When you archive a job, existing tasks of that job are also archived but not deleted. They are only hidden from general view. ***Note***Only acc...
Wed, 14 Dec, 2016 at 8:16 AM
Job Dashboard
In Magnetic you can get an overview of what is happening with your Job/ Project on the Dashboard. Follow these steps to access the job dashboard: ...
Wed, 23 Aug, 2017 at 11:05 AM
Project Scheduler
The project schedular is a great way to be able to look at all the current projects on the go, as well as change project start and end dates so that your ...
Tue, 11 Apr, 2017 at 9:25 AM
Job Budget Alarms
A critical part of success is being able to identify and react to problems before they happen - like jobs running over budget or schedule. That's where...
Thu, 12 Jan, 2017 at 10:01 AM