Tasks & Workflows/Jobs
Starting a Job for a Client
3 min readUpdated January 14, 2026
A job is a running instance of a template — it's the actual work being done for a specific client.
Creating a New Job
- Open the client's page from the Clients list.
- Click the Tasks tile or New Job button.
- Select a Job Template from the list.
- Set the job's due date.
- Assign team members to each role (Preparer, Reviewer, Partner).
- Click Start Job.
You can also start jobs in bulk from Tasks > All Jobs > New Job and search for multiple clients.
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