In Senta, a Job is made up of one or more tasks, each of which can have their properties tweaked to suit the needs of that particular Job.
As well as the default Jobs that come with Senta, you may want to add some of your own.
Constructing a Job can be a little daunting at first, but we'll show you step-by-step how to getting a new Job setup:
All the Jobs are under the Settings menu. This is available to you if you're an administrator on your Senta site. You can find the settings menu by clicking the gear icon at the top of Senta.
Click on Jobs in the menu to see a list of all of the Jobs you have.
Click on 'Add new job'
Under the General tab you can add a name for your Job, an optional description, and select a colour key.
Under the Dates tab you can add an optional description of the pivotal date for this Job (e.g. Accounting reference / year end date)
You can also add Key dates for the Job, set field references for these, as well as any date offsets and filters.
Click on 'Add task'
You will now see the new task entry form.
Here you can add:
- A task title
- Task details
- Task type
- Who the task is assigned to
- Any Start or Due Offsets
- Whether to store the completion date
- Whether to show the task on the task calander
- Any filters for this task
There are different types of tasks. The most basic one is a Manual task – an instruction to someone in your practice to do something – but there are more clever task types too, which Senta can do automatically. You can find more about this in Task Types.
Each task is assigned to someone. Mostly you can let Senta decide who to give the task to and it will be decided at the right moment. Or, you can make sure that the task is given to the same person every time. For example, if one person does, say, all the invoicing, you could have a "send invoice" task go to that one person every time.
You also have the option to make a task 'Unassigned' by default. This can be useful if you have tasks in your Job that are assigned to different people after they have been created.
Normally, tasks are just done as and when, but you can add timings to your Job tasks if you like. This lets Senta know how soon a task can be started, and when it has to be finished.
If you like, you can also set up relationships between tasks, so that a particular task can't be started until another has finished.
This gives you a very comprehensive Job that will make sure that everything is done in the right order in by the right time.
Changing the order of tasks
Just click the up and down arrows to move a task up or down the list.
The order of tasks in the list doesn't make a difference, except while you're setting up the Job: when you set a task to depend on another task being completed, you can only pick a task that is above it in the list. However, it's better to put the tasks in the order you intend to do them, because it makes it easier for everyone to understand where they are in the Job.
Click the X button next to the task to remove it from the Job.
Under the Tasks tab, you can add all of the individual Tasks required for your Job.
Once you have added all the tasks you require, you can click preview to see how the Job will be shown when represented as a Job for a client.
Once you are finished, click 'Save' and your new Job will be added to the list of available Jobs in Senta.