Jobs can be displayed as a Jobs Board. This is a 'kanban' style board as an alternate interface to the Jobs List for easy maintenance and visibility of where the bottlenecks are across your practice. It is available from the Jobs List, from Clients - Jobs and from your Home - My Jobs by clicking the Board button in the top right-hand corner.
Note: The Jobs Board is only available if your FYI subscription level is "Professional". Refer to Subscribing to an FYI Plan.
Jobs display by Job State, with a total count of all jobs for each State, and a summary of each job within that State. Where the client is part of a group, the Group Name displays for the Job.
Use the scroll bar at the bottom of the screen to scroll left and right.
Where there are more than 50 Jobs for any of the States, the Load More link displays at the bottom of that State so you can display the next 50 Jobs.
When navigating between the Job features in Jobs, Clients - Jobs and Home - My Jobs, and when you logout, your choice of the Board or List view is automatically retained.
Where selections have been made on the Jobs List such as the View, Partner, Manager or a Search, these are carried over to the Jobs List if this is displayed.
The Jobs States that are included in the Jobs Board, and the sequence in which they show from left to right, is determined by the Hide in Board setting and the order in which they are held in Practice Settings > Job States. This can be changed by an FYI administrator as required (refer to Job States). If you do not have any Job States enabled for the Jobs Board, a message displays as a reminder.
Updating the Job State using Drag and Drop in the Jobs Board
You can easily change the Job State by dragging a Job from one State to another directly on the Jobs Board. The change in Job State is automatically updated in Xero Practice Manager.
Using the Views and Filters
A selection of views that are available for the Jobs List can also be displayed by clicking the drop-down. The standard views are "All" and "Open" (which Jobs with the State set as "Completed"). An FYI administrator can set up Jobs Views for your practice (such as Jobs filtered by one or more Job States). Refer to Saving Changes to the View Layout, Modifying and Deleting Views.
You can also select a Partner or Manager to display only those Jobs where that user is the Partner or Manager recorded again the job. If you make a selection for a view, Partner or Manager, this is held as the selection if you then re-display the Jobs List and when you redisplay the Jobs Board.
On the Jobs List, you can filter the jobs on various columns. These filters are retained when you display the Jobs Board. If you have used a filter or set up a filtered view that excludes Job States, the States are still included in the Jobs Board but will not include any jobs.
Opening the Client or Job from the Jobs Board
- Click the Client name in the Jobs Board to display the Client workspace for that client.
- Click the Job name in the Jobs Board to open the drawer for that Job.
- From the open drawer, click the Open icon in the Action bar to display the Job workspace for that Job.
Or, click Open in XPM to open the job in Xero Practice Manager directly from FYI. You may be prompted to login to Xero Practice Manager.
Refreshing the Jobs Board
To refresh the jobs to display any latest changes click the Refresh button.
Re-displaying the Jobs List
To re-display the workspace as a list, click the List button. If you have applied any filters, such as Partner or Manager, this are retained.