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How to create a job on the desktop

Video guides

How to create a job on the desktop

A quick video tutorial on creating a job using the desktop version of WorkPal

Below are the individual steps for creating a job on the desktop.


Step 1: Select Group

Select the group that the job will be associated with

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Step 2: Choose Client and Site

Select the client and site where the job will be performed.

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Step 3: Enter Job Title

Fill in your job title in the designated field.

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Step 4: Add Job Description

Fill in the job description to provide more details about the job.

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Step 5: Input Client Reference

Fill in the client reference to identify the client associated with the job.

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Step 6: Estimate Job Hours

Fill in the estimated hours required to complete the job.

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Step 7: Choose SLA

Select your Service Level Agreement (SLA) for the job.

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Step 8: Select Start Date


Choose the scheduled start date for the job.

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Step 9: Choose End Date

Select the scheduled end date for the job.

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Step 10: Create Job


Click the Create button to create the job.

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Step 11: Manage Assignee


In the Assignee section, click Manage to choose a user to assign the job to, Select the assignee for the job and then click Done.

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