Making and editing 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...
Fri, 4 Oct, 2019 at 6:05 PM
How do I create 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 the de...
Wed, 9 Oct, 2019 at 4:30 PM
What different types of task are available in Senta?
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...
Thu, 24 Oct, 2019 at 7:10 PM
How do I add and remove tasks from 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 ...
Fri, 4 Oct, 2019 at 6:02 PM
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 ...
Mon, 17 Dec, 2018 at 5:20 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...
Fri, 1 Nov, 2019 at 11:16 AM
How do I use filters within jobs?
Filters can be used to create jobs that run differently for different groups of clients, meaning you don't have to set up lots of client variants. ...
Thu, 3 Oct, 2019 at 4:49 PM
What are job dates?
What is a job date? The job date is a really important concept on Senta and you'll see it mentioned from time to time. So, as you may know alre...
Fri, 6 Sep, 2019 at 3:41 PM
What are date offsets?
In a Senta Job, each task can have a start and due date.  The task won't appear on a task list until the start date has arrived. When the due date pass...
Tue, 29 Oct, 2019 at 9:09 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