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/accepted. See the tutorial on Signing a deal in Magnetic
Alternatively, you can create a new Job by following these steps:
- Click on the Quick Add Menu at the bottom of your screen.
- Click on Job.
- Fill in the project details (See explanation of entry fields below).
Job name: The name of your job.
Contact: The primary external contact person on the job.
Company: Associate the job with a company.
Amount: A monthly or once-off estimated revenue of the job.
Status: The current status of the job. E.g. In Studio, On Hold, In Production, Finalised, Canceled. See a tutorial on customising your status lanes.
Percentage: Track how far the job is from being complete.
Private: Setting to Private will make the job only visible to the users with assigned tasks in the project/job.
External reference: Insert a reference that can be used to automatically associate emails to this job by adding (m#reference) to the email subject.
Billable By Default: Choose if the tasks in this project are Billable or Non-billable by default.
Default Billing Rate: Choose the relevant Billing Rate or Item type you want to select by default for all user types on this project. E.g. Creative Concept, Creative Direction, Design, Digital Architecture
Date: The start and end date for the job.
Owner: The user you are assigning this project to.
Won by: This is a feature for the Sales team to show who closed the deal.
Retainer: Select if this job is retainer and complete the retainer details
Watcher: Add Watchers who will receive email notifications when important changes happen on the job.
Tag: Insert comma separated tags for easy searching and reporting. E.g. Conference,Marketing,London.
Learn how to use your status lane view
More Important Settings for Job Customisation
Creating Custom Fields for Job/Project
Creating a Job Template that can be re-used for creating more jobs in the future
Add a Comment or a Follow-up to a Job/Project
Learn how to save your popular searches
See how to use data tables