Learn about the Jobs Module
Learn how to plan, track and progress work using jobs in Mashoom
Select a topic below
Setting Up The Module
How to set up the Jobs module for your team
2 min read
Setting up
Setting Up Job Types And Connections
How to set up job types and the records they can be linked to
2 min read
Setting Up Job Statuses And Rules
How to control job stages, movement rules and completion checks
3 min read
The Basics
Creating A New Job
How to create a new job
2 min read
Viewing And Managing Jobs
How to find, open and manage jobs
2 min read
Changing A Job's Status
How to move a job through its stages
3 min read
Linking A Job To Other Records
How to connect a job to the right records
2 min read
Job Timeline, Tasks And Mission Control
How to track activity, tasks and follow-up work for a job
3 min read
Jobs And Quotes
How jobs can appear on quotes when the Quote module is enabled
2 min read