Jobs Page Overview

View, manage, and track all Jobs in one place. Switch between status tabs, monitor progress, and access key Job details for smooth project management.

The Jobs page is your central hub for managing projects from start to finish.

When you open the Jobs page, you’ll see an at-a-glance overview of Active Jobs with their:

• Starred Status

• Job Number

• Client Name

• Job Name

• Account Executive

• Job Progress Bar

• Job Due Date

You can utilise the Job status tabs — Active, Draft, Closed, Archived, or Starred— to filter and display Jobs based on where they are in their lifecycle.

Draft Jobs Used for Jobs that are still being planned and do not have active Tasks.

Active Jobs These are Jobs currently in progress with active Tasks.

Closed Jobs Jobs with no active Tasks and a Final Invoice issued.

Archived Jobs Jobs without active Tasks and no Final Invoice issued. Depending on where in its lifecycle the Job was archived, it could either display all Draft or Active Tabs and Dashboard information.

Starred Jobs Any Job you’ve marked as a favourite for quick access.

You can also view Starred Jobs from anywhere in Agencydesk via the Starred icon in the top-right corner.

Agencydesk: Jobs Overview & Status Tabs