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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Jan 19, 2023

"Tag Applied to Job" Alert

Issue:

  • Want an alert when a tag is applied to a job. Customers use tags to log the Jobs as "REVIEWED" during scrutinous Invoice reviewing for their team member to review and export over to QBD. Also New Markets customer use tags to manage their hundreds of Jobs that go through the PO stages and want to use tags to track their jobs apporpriately on HOLD STATUSES w/ Tags

Potential Solution

  • Create a "TAG Applied to JOB" alert to allow better functionality for tracking these

Current workarounds

  • Use a Task added to Invoice to apply a tag automatically + they must USED the "task used" alert which is so many extra steps

Wins

  • Tons more functionality when it comes to tags being applied to sectors and we can add more features to come with a "tag applied to job" alert.

  • Attach files