--- title: "Jobs > Create a Job R12" canonical: "https://technology.bytangram.com/space/TGKB/247464001/Jobs%20%3E%20Create%20a%20Job%20R12" format: markdown --- In WorkBook** **a **job** holds the timeline (schedule), price quotes, invoices, and all job-related costs including timesheets, expenses and purchases. | **ON THIS PAGE YOU WILL FIND:** | | --- | | > Macro (toc) | --- ## CREATE A JOB - To create a new job, go to the **jobs **module > click **create new job** button ![image](media://6fdb082c-9f21-4d96-bd2a-0bd050f6b3da) - Complete necessary job fields (see table below) in the **basic, finance **and **dimensions** tabs ![image](media://eac8229c-cb02-44d8-91ab-560e97d73d27) | **BASICS TAB** | | --- | | **Company** | This will default to company you are creating the job in | | **Client** | Name of client/company | | **Client contact** | The project contact at the company/client  *Can be left blank or use the ‘+’ to quickly add a new contact* | | **Project** | The grouping, campaign or project this job belongs to
*Use the ‘+’ to quickly add a new project* | | **Price list** | The price list (rate card) will default to the client’s standard price list | | **Employee group** | This will default to ‘All Employees’ | | **Job type** | This is a list and will depend on how your WorkBook has been setup | | **Project Manager** | Manager of the project deliverables and budget | | **Account Manager** | Defined as the main client contact overseeing the job | | **Time entry** | This will default to ‘All’ | | **Job end date** | Job due/end date – date you expect to close the job
*This can be modified later as needed.* | | **Billable job** | Yes/No – defaults to ‘yes’ for client jobs | | **Job name** | Name of job | | **Job folder name** | Defaults to the job name and will be saved as part of the WorkBook folder structure | | **Status** | Job status will default to “quotation” (yellow) and depending on your system set-up, can either be set to change automatically, i.e. when a price quote is approved, or changed manually.
> 📝 *If duplicating an existing job, please be aware that the job status will also need to be manually re-set * | ![image](media://7e39c9c6-7ce2-4ded-a4c5-a54f0b189382) - Depending on your agency process, you may be required to complete some details in the **finance** tab - Each agency will have unique requirements, however, selecting the** debtor **and completing the **client PO number** are quite common > 📝 If completing these details are not part of your agency process, you can skip the finance tab ![image](media://c01505b2-de4e-465a-aa4b-4c0d55b2017c) - If dimensions have been set-up as part of your WorkBook implementation then, these will appear in the **dimensions** tab. See example of types of dimensions in the above image. > 📝 Dimensions are usually unique to your business reporting requirements ![image](media://a70d90c5-33c8-480b-9e62-9e2b227045fb) - The **folders** tab is part of the WorkBook folders structure. It is usually locked for editing, so there is often no need to visit this tab --- ## MAINTAIN JOB PROPERTIES - From the jobs list, select the job and client on the **job properties sidebar** ![image](media://98fae827-5618-434c-8bfb-f496d21b4740) - In the **basic settings** sub-tab, you can maintain job fields including, the job end date, delivery date, client PO number, project manager and account manager ![image](media://4b574b0d-2c56-4c21-85be-3a87ab3a46bd) - In the **dimensions** sub-tab you can maintain the job dimensions ![image](media://cc99f87e-9ca2-4ecd-819d-4a60e88927bc) --- > ℹ️ Refer to [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/381223111](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/381223111) to see how your system settings may impact job creation. --- ### Related articles > Macro (contentbylabel)