Creating and managing multi-day jobs

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In this article, you will learn how to create and manage multi-day jobs in Workiz. 

Creating multi-day jobs is a great way to account for some of the bigger projects your business undertakes. They give you the flexibility to manage and track projects that extend beyond a single day.

Creating multi-day jobs

The process of creating a multi-day job is the same as creating a single-day job. The key difference will be in how you structure the start and end dates for this job.
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Managing multi-day jobs

While not required, multi-day jobs can be managed more efficiently using the Tasks add-on. This feature is designed to optimize your efficiency by breaking bigger projects down into smaller, more manageable tasks. To learn more about enabling the Tasks add-on, please see this article.

After creating your multi-day job, you can easily add tasks right from the job page.

  1. Open the job you want to add tasks to
  2. Select the Tasks tab
  3. Select Add task
  4. Create your task and select Save
  5. Repeat Steps 2–4 for your remaining tasks

    To learn more about how to create a task, please see this article.

Workiz will provide you with a progress bar for your tasks (and by extension, your multi-day job) from various areas across the web and mobile apps.

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