Adding a Job
Ron wants to create the next image flyer for his company. To do this, he uses a job type that provides him with the necessary steps and tasks. A job type is a template provided by the company that describes the requirements and goals of a particular project.
Ron customizes the details of the new job, such as the name, budget, schedule, assignees, and target audience for the flyer. Then he sends the job to the first assignee, who handles the design. He can check the progress of the job at any time in the job overview.
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In the overview, click on the Add Job button.
The Add Job dialog box opens.
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Enter the name of the job in the Title field.
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In the Job Type field, select the type that suits your purposes.
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Click on
.The data sheet opens.
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Optional: Enter all relevant information about the campaign in the job, e.g.:
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A briefing text to pass on the required briefing information.
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An asset, e.g. to provide images as a pre-selection.
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Add additional required tasks to a workflow step. If available in the data sheet, see Task Manager.
All fields marked with an asterisk (*) must be filled in. You cannot submit and close the job until these mandatory fields are filled in.
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Once you have entered all the information, click on
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Your details are saved.
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If you have made a mistake, you can press the Undo changes button to restore the original state.
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Optional: Press Forward job in the upper left-hand corner of the data sheet to forward the job to the next workflow step.
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Click on ×.
Note: Data sheets may differ in appearance. This depends on the configuration of the particular job type and the requirements of your company.
This closes the data sheet. You have created the job with all the necessary information. You are back in the job overview.
Note
Your user role may be set so that you cannot choose from different job types when creating jobs. You can then create new jobs based only on a preset default type. You can customize the job title and description, but you cannot choose the job type. This makes your work easier and prevents you from making mistakes.

You may want to add participants (see Managing Participants). Other steps and options include: