Document types are templates that can be customized for a project’s output. A project can create Job Types and Task Types. Task Types reside within Job Types.
Creating a Job Type
Click on the Create Job Type button.
Insert information into the Create New Job Type modal.
Name: Title of Job Type
All names must be unique
Identifier Key: An alphabetical ID – between three to eight letters
New Jobs and Tasks created will increase numerically following the Identifier Key
Tasks will inherit the Key of its parent Job Type
Ex: “ABC-1”, “ABC-2”, “ABC-3” ; “WORKFLOW-1”, “WORKFLOW-2”
Click on the Save button to save the entry.
⚠️ Important
The Identifier Key cannot be changed for Tasks within a Job Type
Subsequent created Jobs or Tasks will increase after the last created Job or Task
Customizing a Job Type
A newly created Job Type will default to having no configurations. Users may customize a Job Type’s Page Layout, Task Types, or Statuses.
Click on the icon or hyperlinked name of a created Job Type
Alternatively, click on the row of a Job Type to open its quick details
Click on See All Settings
Job Type information can be adjusted
Job Name
Identifier Key
Description
