📋 How to Create a Job in Client Hub
Choose from manual setup, time-saving templates, or AI-powered Magic Jobs.
Jobs help you track recurring or one-time work across your client base. You can build a job manually or quickly generate one using a template—or let Client Hub’s AI help you 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:
- ➕ Blue Plus Button – Create a new job from scratch
- 📄 Load from Templates Icon – Use a saved firm or Client Hub template
- ✨ Magic Workflow Icon – Generate a job using AI by describing your workflow
✍️ Option 1: Create a Job Manually
- Select the client from the My Client List in the left navigation.
- 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
(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
- Click the Load from Templates icon (📄).
- Choose from your Firm Templates or Client Hub Templates.
- Click Create Job on the selected template.
- Review and adjust tasks as needed to fit your client’s process.
✨ Option 3: Use Magic Workflow (AI-Powered Job Creation)
- 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.”
- Client Hub will auto-generate a job with task suggestions.
- Review the tasks and edit them as needed before saving the job.
🔄 Recurring Jobs
- 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.