Add a work item

Who can do this: Team members with access to Work Items
Where to find it: Apps › Work Items › Add Work Item

Create a work item for a job you need to schedule, assign or invoice.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Work Items.
2. Select Add Work Item.
3. Choose the Customer and enter a Title. Both are required.
4. Set the Date, Time and Service.
5. Choose a Status. It starts as Draft.
6. Pick the Assigned Staff, enter the Amount and add a Description, then save.

Result

The work item appears on the board in its stage.