Use the job workspace

Pick a job and see everything happening there, section by section.

For administratorsPortal3 min read

Before you start

• At least one job. See Create a job.

The workspace shows your work by place. Choose a job and every section shows only that job's records, including those of its child jobs.

Choose a job

In the menu	What it shows
Pinned	Jobs you've pinned for quick access.
Jobs	Your company's jobs, with child jobs nested under their parents.
All jobs	Everything, across the whole company.
Unassigned work	Records that aren't linked to any job.

Sections

Section	What's there
Overview	A summary of the job. See Read a job's overview.
Work	Everything due at the job. See Track work on the Work board.
Planners, Forms	Assignments and submissions for the job.
Log-Its	Issues and observations raised at the job.
Time	Time entries for the job.
Documents, Training	Material and courses linked to the job.
Messages, Reports	Conversations and reports for the job.

Less-used sections sit under More.

Narrow it down

Inside a job, filter by cost code, time category or label to focus on one part of the work. Select Clear lens to see everything again.

Tip

Pin the jobs you check every day so they stay at the top of the menu.