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KB Home / Practice Manager / I've created my Jobs and Tasks, now how do I get them to run?

I've created my Jobs and Tasks, now how do I get them to run?

Article ID: 2995
Last updated: 17 Oct, 2019

Once you have created your Job Template with associated Tasks, you can assign the Job Template to the services offered by your practice.

For example, if you have created a Tax Return Job Template you can assign it to the Tax Return service. For more information on assigning a Job Template to Services Offered, please see the TaxCalc in-app help topic, Services Offered.

Once you have done this you will be able to activate the Service and Default Job Template from the client in Practice Manager-->Active Work. For more information see the TaxCalc in-app help topic, Active Work.

Article ID: 2995
Last updated: 17 Oct, 2019
Revision: 3
Views: 345
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