📋 Understanding the Jobs Dashboard in Client Hub

Last Updated: July 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 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 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

🔍 Powerful Filters for Custom Views

At the top of both 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.