Creating A New Job

Creating a job is the starting point for tracking a piece of work in Mashoom. When the Jobs module has been set up properly, this should be a quick process that gives the rest of your team a clear record of what needs doing.

Starting a New Job

To create a job, go to the main menu (9 squares next to the logo), open the Jobs section, then choose Add New Job. You may also see an Add New Job shortcut on the home page.

If your team uses more than one job type, you will usually need to choose the correct type before completing the details.

Filling in the Job Details

Once you have chosen the right type of job, complete the fields shown on screen. These fields are set up by your team and may differ between job types.

Only fill in the information that is relevant to the work you are creating. A well-entered job makes it easier for colleagues to understand the work later, search for it, and move it through the correct stages.

Entering or Generating the Job Number

Your team may use one of two approaches for job numbers:

• If automatic numbering is enabled, Mashoom will generate the next job number for you
• If automatic numbering is not enabled, you will be asked to type the job number manually

When entering a number manually, use the numbering format your team has agreed. This keeps jobs easy to search and avoids confusion later.

What Happens Next

After saving, the job opens with its current status, details, linked records area and timeline. From there you can continue managing the work, add related records or begin planning follow-up tasks.

The next guides explain what to do after creation:

• Viewing and Managing Jobs
• Changing a Job's Status
• Linking a Job to Other Records