Creating a New Job in JobBag

Jobs in JobBag can be created for a variety of purposes, including:

• Client Projects
• Internal Overheads
• New Business Opportunities

This article walks you through how to create a new job in JobBag.

How to Create a New Job

1. Navigate to the Job Creation Window

1. Navigate to: JobBag > Jobs > New

Fill in Mandatory Fields

To successfully create a job, complete the following required fields:

• Client Code/Name

  Enter an existing client code or name.

• 🧠 Tip: The Job Number field will auto-populate.

• Client Contact

  Select from existing contacts or create a new one.

• Job Type

  Choose the appropriate Project Type (e.g. Media, Design, Campaign, Internal, etc.).

• Job Title/Description

  Give your job a clear, descriptive title to make it easy to identify.

• Account Executive / Account Director

  Assign the relevant team members managing the job.

✅ Save the Job

Click Save to create the job and make it available for team use.