How to Use Job Lists in Profitz

Description: The Job Lists feature allows you to create and save custom lists of jobs for quick access. This reduces the time spent searching for frequently used jobs and helps you organize your work more efficiently.

Step-by-step instructions

1. Access the Job Lists Screen

• Navigate to Jobs › Job Lists.

2. Open the “My Jobs” List

• In the Job List Code lookup, select My Jobs.
• Click Get Results.
• Any jobs saved to your “My Jobs” list will be displayed.

3. Add Jobs to a Job List

1. Click Add to create a new entry in the list.

2. Use the Job No lookup to select the job you want to add.

   

3. Press Enter to confirm the entry.

4. The job will now appear in your list.

4. Edit Jobs in a Job List

• Select a job from the list.
• Click Edit to update job details.

5. Remove Jobs from a Job List

• Select the job line you want to remove.
• Click Delete.
• Note: Clicking Delete in Job Lists only removes the job from your list. It does not delete the job from the system.

Notes & Best Practices

• Important: Use Job Lists for jobs you access frequently to save time.
• Best Practice: Keep your “My Jobs” list updated by removing completed jobs and adding active ones.
• Best Practice: Use descriptive list codes if you create multiple lists (e.g., “Active Projects,” “Pending Review”).

FAQ

• Can I create multiple job lists? Yes, you can create different lists for different purposes.
• Does deleting a job from the list delete it from Profitz? No, it only removes the job from your custom list.
• Can I share my job list with other users? Job Lists are user‑specific. Contact Profitz support for options to share lists across teams.