📋 How to Create a Job in Client Hub

Choose from manual setup, time-saving templates, AI-powered Magic Jobs, or recurring Daily Jobs.

Jobs help you track recurring or one-time work across your client base. You can build a job manually, generate one using a template, or let Client Hub’s AI create a task list in seconds.

✅ 3 Ways to Create a Job

From the Internal Workspace tab of a client, navigate to the Jobs panel and click one of the three buttons at the top right:

1. ➕ Blue Plus Button – Create a new job from scratch
2. 📄 Load from Templates Icon – Use a saved firm or Client Hub template
3. ✨ Magic Workflow Icon – Generate a job using AI by describing your workflow

✍ Option 1: Create a Job Manually

1. Select the client from the My Client List in the left navigation.

2. Go to the Internal Workspace tab.

   In the Jobs panel, click the ➕ Add button.

   In the details panel:

   • Enter a Job Title (required)
   • Add an optional description
   • Assign a staff member
   • Set the Scheduled Start Date and Due Date
3. (Optional) Enable Repeat and define recurring rules via Edit Rules

Add your task list:

• Click to enter each task
• Click into each one to add rich instructions (text, links, lists, videos, etc.)

Jobs are auto-saved as you work.

📄 Option 2: Create from a Job Template

1. Click the 📄 Load from Templates icon.
2. Choose from your Firm Templates or Client Hub Templates.
3. Click Create Job on the selected template.
4. Review and adjust tasks as needed to fit your client’s process.

✨ Option 3: Use Magic Workflow (AI-Powered Job Creation)

1. Click the ✨ Magic Workflow icon.

   Enter a description of the job you want to create.

   • Example: “How to process year-end 1099s using QuickBooks Online.”
2. Client Hub will auto-generate a job with task suggestions.
3. Review the tasks and edit them as needed before saving the job.

🔄 Recurring Jobs

Recurring jobs allow you to set jobs that repeat on a schedule without manually recreating them.

• Toggle the Repeat setting ON.
• Click Edit Rules to define frequency and recurrence pattern.
• When the job is marked Completed, the next occurrence is auto-generated using the same task structure.

You can choose between Weekly or Monthly recurrence:

Example: Weekly Recurrence

Set jobs to repeat every N weeks on a chosen day.

Example: Monthly Recurrence

Set jobs to repeat every N months on a chosen date.

You can also adjust due dates that fall on weekends.

📅 Daily Jobs

Daily Jobs allow you to create recurring work that repeats every day without needing to re-enter tasks.

1. Create a job using any of the three options above.
2. Toggle the Repeat setting ON.
3. In Edit Rules, select Daily as the recurrence frequency.
4. Define any additional rules, such as:
   • Start and end dates
   • Whether weekends are included
   • Specific time of day to schedule the job
5. Save your settings.

Important: Unlike other recurring jobs, which reset when the job is marked Completed, Daily Jobs automatically reset every Saturday. This ensures a fresh daily cycle each week, even if the prior job hasn’t been marked complete.

📊 Comparison of Recurring Job Types