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

✅ Steps to Create a Job:

1. Hover over the message

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

2. Click the “Create Job” icon

   Click the icon to Create Job, the Job will be created with the message as the first task

• Complete the Job Details

• Update the job name (optional), due date, assignee, and any relevant details.
• Add additional tasks as necessary