Linking A Job To Other Records

Jobs are often more useful when they are connected to the rest of your data. Linking a job to other records helps your team see the full picture and keeps related information tied together.

Why Link Records to a Job

Depending on how your team has set things up, a job may be linked to records such as contacts, quotes or other items used elsewhere in Mashoom.

These links help users answer questions like:

• who the job is for
• what quote or request the work came from
• which related records should be reviewed alongside the job

Adding a Linked Record

To add a link, open the job and use the relevant linked records area. The options you see depend on the job type and on what your admins have allowed to be attached to that job.

Some jobs allow only one linked record, while others allow several. If you can only add one, Mashoom is enforcing that rule so the job stays consistent.

When a Link Cannot Be Added or Changed

There may be times when Mashoom prevents a link from being added, removed or changed. This usually happens for one of two reasons:

• that type of record is not allowed for this job type
• the job is in a stage where that record link has been locked

If this happens, check the job's current status and speak to your admin if you are unsure whether the restriction is deliberate.

Keeping Links Useful

Only add links that genuinely help people understand or complete the work. Clear, accurate links make timelines more useful and make it easier to search for the right jobs later.

If you also use Quotes, read Jobs and Quotes for the specific way jobs can appear on quote lines.

In the next tutorial, you'll learn how to use the timeline for cross-module event and task tracking:

• Job Timeline, Tasks And Mission Control