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.

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.