How to create a personalised task list

Managing Tasks with JobBag Task Lists

A personalised task list gives you full visibility over your own and your team’s work. With powerful search options, you can easily track progress, create timesheet entries, and stay organised.

Step-by-Step Guide

Step 1: Access the Task List

Go to JobBag menu > Active Diary (JBX) > List View

Step 2: Choose Search Options

Filter your task list using one or more of the options below.

🔍 Search Options Explained

Option	Description
Assigned To	View tasks by employee, role, or department. Also includes unassigned tasks.
Dates Types	Select a date type (No Dates, Suggested, or Actual) and define a date range.
Task Status	Filter by status, e.g., Potential, Proposed, Active, Completed. (Statuses may vary by client.)
Job Types	Filter by active job types like Brand, Print, Digital, etc. (Custom per client.)
Budget Types	View tasks by budget: No Budget, Value Only, Minutes + Value, or Units + Value.
Priority	Filter by priority rating (1–5 stars).

☰ Ellipsis Menu (3 Dots) – Options

Action	Function
Comment	Add notes to a task list.
Show Search	Review/update filters.
Share	Share task list with others.
Pin	Pin the list to the sidebar for quick access.
Rename	Change the name of your task list.
Save As	Save a copy with new filters.
Delete	Remove the list.

Organise training or need more help

Please contact support 02 8115 8090 or email support@jobbag.com