📋 Understanding the Jobs Dashboard in Client Hub

Last Updated: August 2026

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, a detailed spreadsheet-style view, or a calendar laid out by due date, Client Hub makes it easy to manage your daily workload.

🖼️ Three Dashboard Views: Card View, List View & Calendar View

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

📇 Card View (Kanban Style)

In Card View, jobs are displayed in columns based on their status. Statuses fall into four categories — Not Started, Active, Paused, and Complete — and firms can rename statuses, add their own Active and Paused statuses, and set colors to match their workflow. See ⚙️ Setting Up Custom Job Statuses in Client Hub for how to configure these.

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 one status column to another).

📌 If a job has multiple task groups, its status can also advance automatically as groups are completed — including a check for any Client Tasks still in Draft before the status moves forward. See 🔄 How Job Status Changes Automatically (and How Draft Client Tasks Affect It) for the full behavior.

📋 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 assignee
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

🗓️ Calendar View

See your open jobs laid out on a month, week, or day grid based on their due date — great for planning your team's workload around deadlines.

Where to find it: Go to Dashboards → Jobs, then click the calendar icon next to View As.

Settings: Click the gear icon next to the day/month selector to choose:

Calendar View: Month, Week, or Day
Week View: Sunday–Saturday, Monday–Sunday, or Monday–Friday only
Show By: Job due date or Task group due date

Your choices are remembered in your browser as a personal setting.

How it works:

Jobs appear on their due date (or task group due date, depending on your Show By setting)
Click a job to open it
The same User, Client, Client Tag, and Job Tag filters from List View and Card View apply here too
Completed jobs and jobs without a due date won't appear on the calendar

📝 Note: You can't drag a job on the calendar to reschedule it. Open the job to change its due date instead.

📝 Note: Every time you open Calendar View, it shows today's date — the current month, current week, or current day, depending on your selected view.

🔍 Powerful Filters for Custom Views

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

User – View jobs assigned to yourself or others on your 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")

🧠 Tips for Success

Use tags to group jobs by service type, frequency, or internal team.
Set up your firm's Active and Paused statuses to reflect real workflow stages so Card View stays meaningful at a glance.
Use List View + Export for reporting, check-ins, or internal reviews.
Use Calendar View to spot upcoming deadlines at a glance and plan your team's workload for the week or month ahead.