Creating jobs

Ron is planning a new marketing campaign. To create it in the Jobs module, he needs to create a job (see Adding a Job). Sometimes a similar campaign already exists, so he can copy the existing job and adjust the data as needed. This means that Ron does not need to re-enter some of the data, which saves time. See Copying a Job.

To plan and execute the job, Ron needs the help of colleagues with different functions. For this reason, he will invite them to the job, e.g. as participants, see Managing Participants.

Ron cannot manage the campaign alone and wants to discuss the job with his team colleagues as it progresses. He can add them to the job by sending them an invitation from the job data sheet. In the process, he can classify them as participants who can see and comment on the job. Ron can set an estimated duration for each step. He can also preassign an assignee or group that is responsible for executing a step. Ron saves the job to start it.