Schedule Jobs and Kanban view

This tutorial demonstrates how to create and schedule a job using the Dreamzcmms platform. You will learn to add job details, assign customers, and manage job views effectively.

Click the Jobs menu to access the job management area.

Click the Schedule tab to view and manage scheduled jobs.

Click the ADD ORDER button to start creating a new job.

Click the Description field to enter details about the job.

Enter your job description, such as the issue with the tea dispenser.

Click the indicated area to add more information about the job.

Enter a detailed description explaining that the tea dispenser is not working.

Click Select options to choose relevant job parameters.

Select a company to associate with the job

Click the search field to find an existing customer or add a new one.

Type customer slowly to search for the customer by name or email.

Select a customer from the search results to assign the job.

Click Save to store the job information and customer assignment.

After the job is created goto the job and click on it to edit or update or view it

Click the × button to close the customer details window.

Click Kanban View to visualize jobs in a board layout.

Click the job to view its details.

Click on the job again to ensure the job details are fully loaded.