📌 How to Create a Job from a Client Message in Client Hub

You can easily turn any message in Client Hub into a job. Once a job has been created from a message, a blue briefcase icon will appear on that message, showing it’s already linked to a job.

✅ Steps to Create a Job

1️⃣ Hover over the message

Find the client message you want to turn into a job. Hover your mouse over it to reveal action options (...).

2️⃣ Click the “Create Job” icon

Click the Create Job icon (💼). The job will be created with the message as the first task.

3️⃣ Complete the Job Details

Update the job name (optional), due date, assignee, and any relevant details.

4️⃣ Add additional tasks as necessary

Add any extra tasks you need to complete the work associated with this job.

💡 Tip:

Once the job has been created, you’ll see a blue briefcase icon on the original message — this lets you and your team know it’s already been made into a job!