Creating Jobs

Create new Jobs easily with templates, quick client options, and simple setup fields.

Creating a new Job in Agencydesk is quick and intuitive — perfect for keeping your projects organised from the very start. Whether you’re setting up a new campaign, a retainer, or a once-off project, the New Job panel helps you capture all the important details in one clean, easy-to-follow layout.

How to create a new Job

1

From the left-hand sidebar, click Jobs.

2

At the top-right of the Jobs page, click the blue + New Job button. The “Create New Job” panel contains all your Job setup fields in a simple form layout:

• Job Name: Give your Job a clear, descriptive name.

• From Template: Click this to select an existing Job Template, saving setup time by preloading frequently used Tasks and Costs.

• Category: Choose a Job Category to help with reporting and organisation.

• Client: Select an existing client from the dropdown or click + Add Quick Client to create a new one on the spot.

When adding a Quick Client, you’ll see additional fields: Company Name, Contact Name & Surname, Email & Contact Number, Billing Tier, Account Executive (this would be set for the Prospective Client), Tax (set to default 15%).

• Contact: Displays linked contact details once a Client is selected.

• Start Date: Select the date the Job begins.

• Due Date: Choose when the Job is expected to be completed.

• Description: Add any relevant notes or context for your team. This description will also automatically be added to any Estimates created on this Job.

• Account Executive: Assign the AE responsible for the Job.

• Budget: Optional field to capture the total Job budget.

3

Click the Save button to create the Job. Once saved, you’ll be redirected to the new Job where you can begin adding Groups, Tasks and Costs to the Job Costing.

If you often create similar types of Jobs, use Job Templates to standardise your setup and save time. All Groups, Tasks and Costs can be adjusted after the Job has been created.

Adding Job deliverables

Once a new Job has been created, creating a Job Costing is where the real project action happens.

1

Navigate to the desired Job

• Click Jobs in the left-hand menu and find the Job you’d like to manage.

• Click the Job Name or Job Number.

• Click into the Job Costing tab to begin managing.

2

Create and organise Groups

Groups keep your Job structured and easy to follow. To create one:

• Click + New Group in the top right corner.

• Type a Group Name.

• Press ✔ to save.

Groups can be edited, renamed or deleted at any time.

3

Add Tasks

Tasks represent the billable and trackable work done by your team.

• Inside a Group, click + Add Task.

• The Task panel appears on the right.

• Complete the details:

  • Task Type: Choose from your predefined list.

  • Task Name (optional): Add a custom title if needed.

  • Rate / Hour: Auto-fills from your Rate Card but can be adjusted if unlocked.

  • Estimated Time: Set the number of hours required.

  • Billable: Toggle on or off depending on whether this Task will be invoiced.

  • Description: Add context or internal notes.

• Click Add Draft Task to save.

4

Add Costs

Costs represent Supplier work, third-party charges, or materials associated with the Job.

• Inside a Group, click + Add Cost.

• The Cost panel slides in from the right.

• Complete the details:

  • Cost Type: Select from your predefined list.

  • Supplier: Choose a supplier from your database.

  • Cost Name (optional): Add a descriptive label.

  • Markup Method: Choose percentage or fixed markup.

  • Description: Add notes for internal reference.

  • Add a Document: Attach supporting files such as quotes or invoices.

• Click Add Cost to save.