Jobs

Changing or adding to jobs
The thing we like best about Senta is that it can really help you express your practice's true culture. You can add jobs and services for onboarding, c...
Wed, 31 Oct, 2018 at 5:30 PM
Creating a new Job
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 th...
Mon, 22 Oct, 2018 at 5:09 PM
Adding tasks to Jobs
You can add extra tasks into any pre-existing Job in Senta, allowing you to customise your Jobs. This can be useful when you just want to add an extra step ...
Tue, 25 Sep, 2018 at 2:59 PM
What are placeholders / merge fields?
You can use placeholders throughout Senta to automatically fill in personalised details when sending emails, notifications and text messages. So instead...
Thu, 15 Nov, 2018 at 12:25 PM
Setting date offsets based on other tasks' completion dates
Sometimes you might want to make a task in a job have a due date that depends on when something else was completed. For example, you might have a service le...
Wed, 31 Oct, 2018 at 10:45 AM
Task Types
When creating a task as part of a job, you can choose from a number of different task types. Each type has a unique function which add the efficiency of Sen...
Mon, 22 Oct, 2018 at 12:09 PM
How do filters work?
Filters are the way you decide which Services, Jobs or Tasks apply to specific clients, based on criteria you have chosen.   Why would you want to use fil...
Wed, 12 Sep, 2018 at 5:21 PM
Pivotal dates
What is a pivotal date? The pivotal date is a really important concept on Senta and you'll see it mentioned from time to time. So, as you may k...
Thu, 28 Jun, 2018 at 11:36 AM
Task dependencies - should you use them?
Well, in general, yes, it's a good idea to make tasks in a Job dependent on previous tasks, unless there's a good reason not to.    If you make ...
Tue, 10 Apr, 2018 at 9:58 AM
Why won't my Job start?
Your Job won't start at the moment because Senta needs more information.   For Senta to start Jobs that repeat -- annual accounts production, or mo...
Tue, 10 Apr, 2018 at 11:45 AM