Job flags

  • Updated

This article provides a comprehensive guide on how to set up and use Job flags within BigChange. Job flags are a powerful feature that allows you to categorise and highlight jobs that require your attention. This tool can significantly enhance your task management capabilities, providing a level of organisation and efficiency that can greatly improve your workflow.

 

Creating and Labelling Job Flags

To create a Job Flag, follow these steps:

  1. Navigate to the Profile (icon)
  2. Admin Settings
  3. Schedule
  4. Job flags
  5. Add
  6. Label and colour the flag appropriately to represent the category of job, or what will be required on the job.

Filtering using Job Flags

To filter using job flags, follow these steps:

  1. Navigate to Schedule
  2. Display
  3. List
  4. Filter
  5. Flag.
  6. Select a Flag from the drop-down menu.

Here, you can view jobs that you have previously flagged, examples being a list of jobs flagged as 'Ready to be invoiced' or 'Quote required'. The list view combined with flagging is an invaluable tool which allows you to target specific jobs with different needs/requirements.