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 rename...
Tue, 28 Sep, 2021 at 12:27 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/acce...
Tue, 28 Sep, 2021 at 12:34 PM
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, 28 Sep, 2021 at 12:44 PM
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.g. A...
Tue, 28 Sep, 2021 at 3:27 PM
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 yo...
Tue, 28 Sep, 2021 at 3:32 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 feat...
Tue, 28 Sep, 2021 at 3:37 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 account...
Tue, 28 Sep, 2021 at 3:42 PM
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: ...
Tue, 28 Sep, 2021 at 3:49 PM
Job Scheduler
The job schedular is a great way to be able to look at all the current projects on the go, as well as change start and end dates on jobs so that your teams...
Tue, 28 Sep, 2021 at 3:54 PM
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 ...
Tue, 28 Sep, 2021 at 3:57 PM