3 min guideUpdated August 2026App review required

Understand the job workspace

Use the job as the central record for delivery and commercial context.

Best forProject Management / Production
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Jobs and select the required job number.
  2. Review the header for client, Job Manager, Required Date and status.
  3. Use Tasks, Timesheets, Financials—including purchasing—Documents and Noticeboard for the relevant work.
  4. Update information at the source rather than keeping a parallel spreadsheet.
  5. Use Noticeboard's email and direction feed or pinned notes to trace decisions. Treat Recent Activity as a short operational summary.

Good practice

Keep important decisions in the job Noticeboard so the next person does not need the original email thread.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Job Statuses/settings/job-statuses

Defines the organisation stages used to describe where the job sits.

Open in SignBas3 →
Job Custom Fields/settings/job-custom-fields

Adds the organisation-specific information visible on the job.

Open in SignBas3 →
Storage provider/settings/storage

Determines where supported documents, photos and artwork files live.

Open in SignBas3 →
Jobsite Documents/settings/jobsite-documents

Controls the regional document requirements offered on eligible install jobs.

Open in SignBas3 →

Screen reference

What you will see

SignBas3 job overview for a synthetic demonstration project
Overview, Tasks, Timesheets, Financials, Artwork, Noticeboard, Photos, Documents and Jobsite keep different teams on one current job.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.