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.
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.
- Open the job you want to add tasks to
- Select the Tasks tab
- Select Add task
- Create your task and select Save
- 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.