📋 Understanding the Jobs Dashboard in Client Hub

Your command center for tracking and managing all client work.

The Jobs Dashboard is the perfect place for your team to organize, monitor, and execute client work in one centralized view. Whether you prefer a visual layout or a detailed spreadsheet-style view, Client Hub makes it easy to manage your daily workload.

🖼️ Two Dashboard Views: Card View & List View

You can switch between Card View and List View using the icons at the top right of the dashboard.

📇 Card View (Kanban Style)

In Card View, jobs are displayed in four columns based on their status:

Planned – Jobs scheduled to start in the next 7 days
In Progress – Actively worked jobs
On Hold – Paused jobs pending further action
Completed – Recently completed jobs (within the last 7 days)

Key features:

Click on a job card to open it and view or complete tasks
Click any task inside a job to view details, instructions, and comments
Red due dates highlight overdue jobs
Drag-and-drop cards to update job status (e.g., move a card from "Planned" to "In Progress")

📋 List View (Table Format)

The List View gives you a sortable, searchable, and exportable table of all jobs.

You can:

Sort jobs by client, due date, status, or owners
View task progress (internal and client tasks)
Add or manage tags for filtering
Click on any job to open and view details
Export job data to PDF or Excel using the Export button

Bonus: Use the Actions dropdown to apply bulk actions such as:

Change job owner
Update status
Add or remove job tags

🔍 Powerful Filters for Custom Views

At the top of both views, you'll find several filter options to help narrow your focus:

Everyone / Me — View jobs assigned to yourself or filter across your entire team
Client — Filter by individual clients
Client Tag — Show jobs linked to clients with specific tags
Job Tag — Show jobs grouped by services or job types (e.g., "Payroll", "Monthly Review")
Blocked / Unblocked — Filter to show only jobs where your assigned group is unblocked and ready for action, helping you focus on work that is available to you right now

🔖 Saved Views

You can save your current filter settings as a named view and return to it any time with one click. Use Saved Views to create quick-access views for common workflows — for example, your overdue jobs, jobs assigned to a specific team member, or jobs filtered by a particular tag.

For full details, see: 🔖 Using Saved Views on Your Dashboards

👥 Job Owners

Jobs with multiple task groups display an Owners field showing all team members assigned to any group within that job. This gives you a complete picture of who is involved in a job at a glance, regardless of which group is currently active.

🧠 Tips for Success

Use tags to group jobs by service type, frequency, or internal team
Leverage the Planned column to proactively manage work starting in the near term
Use List View + Export for reporting, check-ins, or internal reviews
Use the Unblocked filter to focus only on work that is ready for your action right now
Save your most-used filter combinations as Saved Views to avoid resetting filters every time