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
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
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
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
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
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
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
Status Lanes for Jobs Explained
Magnetic gives you default status lanes to get you started.  This is what each status lane means:  TBA - To be actioned This lane is to be used...
Mon, 16 Jan, 2017 at 11:25 AM
Working with Retainers
There is a field you will in when creating a job called "Monthly". This is where you fill in the monthly budget you have for the retainer. Cr...
Thu, 20 Apr, 2017 at 9:52 AM