Understanding Worklists in JobBag

Worklists in JobBag are dynamic and flexible tools that help you manage and view job information efficiently. Whether using pre-loaded JobBag worklists or creating your own, these lists allow for powerful searching, filtering, and sharing across your team.

Where Worklists Can Be Used

Worklists aren't just for jobs - they’re integrated across key areas of JobBag:

• Jobs
• Address Book
• Payroll
• Quotes and Estimates
• Client Invoicing
• Purchase Orders
• Supplier Invoices
• Payments
• Receipts

Create and save worklists in these windows to streamline processes and improve visibility across your business functions.

Accessing Worklists

• 📍 Where to Find: Worklist access is located on the Top left-hand corner of the window.
• ✳️ First Time? Click New Worklist to select a JobBag-owned worklist and begin using the feature.

JobBag Owned Worklists

JobBag comes with built-in worklists for quick access to job records.

• 🧭 Pre-loaded Lists - Includes views like Live Jobs, All Jobs (Proposed, Live, On-Hold, Completed).
• 🌀 Dynamic Updates - Any new jobs that meet the list criteria will automatically appear - no need to refresh or update manually.
• 🛑 Read-Only Format - These are JobBag owned, so any column changes, additions, or deletions are not saved.

Create Your Own Custom Worklist

You can create tailored worklists based on your preferences and job filters.

How to Create:

1. 🔍 Click the Find icon (magnifying glass) in the Job window.

   🧩 Apply relevant filters (this will differ from each window) such as:

   • Job status: Proposed, Live, On-Hold, Completed
   • Account Manager / Account Executive / Account Director
   • Use the checkbox "Include only jobs created or last modified by myself"
2. ✅ Your filtered search as a New Worklist.
3. 💾 Save and give your worklist a name

Example: Create a list of live jobs for a specific Account Manager

➜ Select Live under Job Status, assign the Account Manager, and save the worklist.

Configure Worklist Columns

You can tailor the visible columns in any worklist to suit your needs.

Steps:

1. 🖱️ Right-click on the column header.
2. ➕ Show Columns - A window will appear.
3. 🔄 Add or Remove Columns - Use the arrows or double-click to move columns between available and visible lists.
4. 💾 Save as Default - You can save your configuration for yourself or share with selected users.

Useful Worklists

• Create personalised Job Lists - Tick to include jobs created or modified by myself
• Create a Job worklist for all Proposed, live, completed and on hold jobs to be use for month end and share with team
• Create Client Group Worklists
• Create Supplier invoice Worklists

Pinning a Worklist to Your Menu

You can pin your most-used worklists for quick access:

• 📍 Pin a List - Use the Manage Worklist option to pin the list.
• 🔗 Shortcut Access - The list then appears directly in the JobBag menu from the toolbar for easy access.

Multi-Selection in Worklists

Multi-selection is a powerful feature that allows you to apply bulk actions across multiple records - boosting speed and improving efficiency across your workflows.

Dynamic Toolbar Actions

When you select multiple entries in a worklist (such as jobs, clients, purchase orders, payments, etc.), the toolbar updates dynamically based on what you've selected.

Example: In a Job Worklist

When selecting multiple jobs:

🖨️ Print - Print reports for all selected jobs at once

📊 WIP & Accruals - Open WIP and Accruals data for all selected jobs

✏️ Edit - Open each selected record one at a time to make edits

🔁 Status - Change the status of all selected jobs in a single action

Frequently Asked Questions (FAQ)

🗑️ Can I delete a worklist?

Yes. Worklists can be deleted from any window where they’re used.

1. Click on Manage Worklists (found under the open worklist name).
2. Under the worklist name, select Delete to remove it.

🔗 How do I share a worklist?

You can share worklists with individuals or your entire team.

1. Click on Manage Worklists.
2. Under the worklist name, select Share.
3. Choose to share with everyone or select specific users.