Account Managers

JobBag Process - Account Service This is the typical work flow process for account managers

Use this process if you would like to create a job in JobBag. Jobs can be create for client project, overhead jobs and new business jobs. Navigate to the JobBag menu > Jobs > New Job Window Mandatory fields Enter c...

Jobs  Jobs are the primary means of organising your work (and your time). Within a Job, there are Phases and Tasks. There are also Master and Sub Jobs. At the most basic level, JobBag uses Kinds to account for time spent, and uses Kinds t...

JobBag worklists are dynamic worklists. This means, using JobBag owned worklists you can search, create your own personlised worklists, pin them and share them with the team.  JobBag owned Worklists JobBag comes pre-loaded with JobBag-owne...

Employees should use this process if they want to request leave from the Active Diary. Mainly Annual and Personal leave.  Navigate to JobBag > Active dairy > calendar icon (top right) Request leave - Full Day(s) R...