Jobs Page

The Jobs page is the master list of every job in your Board — past, present, and future. A job represents one product, item, or batch that flows through your shop. While the Production page is about what’s happening right now, the Jobs page is about the whole catalog — searching, filtering, creating, editing, importing, exporting, and printing labels for the work itself.

Open it from the main sidebar (Jobs) or by navigating to /jobs.

Jobs page

What this page is for
Anatomy of the page
Searching and filtering
Sorting
Column visibility and order
Active workers indicator
Adding a new job
Editing a job — the Job panel
Templates — applying and saving
Printing labels
Exporting jobs to CSV
Importing jobs from CSV
Deleting a job
Customizing the Jobs page
Tips and best practices

What this page is for

The Jobs page is your single source of truth for every job in the system. Use it to:

Find a job — search by name, reference number, order number, or client.
Filter by status or category to narrow down the list.
Create new jobs one at a time, or in bulk via CSV import.
Edit existing jobs — change quantities, dates, statuses, workstations, drawings, and more.
Print barcode labels to attach to physical work items.
Export the filtered list as CSV for reporting or external tools.
See who is working on what right now — active-worker badges appear next to job names.

A job in this system is distinct from an order. An order can contain many jobs (think: one shop order with five products = one order, five jobs). The Jobs page lists the individual jobs across all orders.

Anatomy of the page

From left to right along the top toolbar:

Search box — free-text search across job names, reference numbers, order numbers, and client names. The list updates as you type (debounced).
Status filter — narrow the list to a single status (Planning, In Production, Completed, Archived, …) or All Statuses.
Category filter — narrow by job category, or show All Categories.
Per-page — choose how many rows show on each page (5, 10, 25, 50, 100).
Export CSV — download the filtered list as a CSV file.
Import CSV — open the bulk-import dialog.
Column settings (gear icon) — toggle column visibility and drag-reorder columns.
Add Job — open the Job creation panel.

Below the toolbar sits the jobs table, with one row per job. Each row is clickable — clicking anywhere on the row opens the Job edit panel.

The left edge of each row is colored with the job’s current status — a quick visual cue without needing the status column visible.

At the bottom of the page sits the pagination with a Showing X to Y of Z results counter.

Searching and filtering

Search

Type into the search box at the top-left. The query is matched against:

Job name
Job reference number (ref_no)
Order number (the project field)
Client name

Searches are case-insensitive and use contains matching, so “tab” will match “Oak Coffee Table”. The list reloads automatically about 300 ms after you stop typing.

Status filter

Pick a status from the Status dropdown to show only jobs in that status. Colored dots in the dropdown match each status’s configured color. Pick All Statuses to clear the filter.

Same as status, but for job categories. Categories are managed in App Settings → Production Settings.

Filters combine

Search, status filter, and category filter all combine with AND. For example: searching “table” with Status = In Production and Category = Furniture will show only in-production furniture jobs whose name/ref/order/client contains “table”.

The filters are written to the URL, so a filtered view is bookmarkable and shareable.

Sorting

Click any sortable column header to sort by that column. The arrow icon next to the column name shows the current direction.

First click — ascending order (alphabetical / smallest first), except for date columns which default to descending (most recent first).
Second click — toggles to the opposite direction.

Sortable columns include: Name, Ref No, SKU, Order No, Client, Qty, Workstations count, Completion Date, Delivery Date, Category, Price, Value, Status, Estimated Time, Total Time. Non-sortable columns (Image, Department-completion percentages, Actions) are visual / derived and have no sort arrow.

Empty values (e.g., jobs with no completion date) are pushed to the bottom of the list regardless of sort direction, so they never crowd the top of an ascending sort.

Column visibility and order

Click the gear icon to open the columns settings popover. Here you can:

Hide a column — click its row to toggle visibility (the eye icon switches to a closed eye). Hidden columns disappear from the table immediately.
Reorder columns — drag the grip handle (left of each row) up or down to change column order.
Reset — restore the default visibility and order.

Some columns are always visible (Image, Name, Actions) and cannot be hidden — they’re greyed out in the menu.

Available columns include:

Image (thumbnail)
Product Name
Ref No
SKU
Order No
Client Name
Qty
Workstations (count)
One column per department showing completion percentage
Completion Date
Delivery Date
Category
Price / Value (currency-formatted)
Status (colored badge)
Estimated Time / Total Time (time-tracking aggregates)
Actions (edit pencil)

Column visibility and order are stored per browser — every user can have their own layout without affecting others.

Active workers indicator

Whenever the Name column is visible, every job currently being worked on shows a small green badge with the worker’s initials underneath the job name. Hover the badge to see the full name. This is the same time-tracking signal that powers the active-employees list on the Production page — when someone clocks in to a workstation on this job in the Kiosk or mobile app, their badge appears here within a few seconds.

If multiple people are working on different workstations of the same job at once, you’ll see multiple badges.

Adding a new job

Click the Add Job button (top-right). The Job panel slides in from the right, opening on the General tab in create mode.

Fill in at least the Product Name and Quantity, then click Create. The panel will automatically switch to the Workstations tab so you can add the workflow steps to your new job. You can navigate the other tabs (Logs, Drawings, …) at any time once the job has been created.

A fresh job is assigned an auto-incrementing reference number (PB-0042 style), which you can override in the Ref No field if you have your own numbering scheme.

Order association — if you fill in an order number that already exists in the system, the job is attached to that order. If you type a new order number, a new order is created on save. This lets you build up multi-job orders by repeatedly creating jobs with the same Order Number.

Editing a job — the Job panel

Click any row in the table to open the Job panel in edit mode. The panel uses tabs to keep things organized.

General tab

The “what is this job” form. Includes:

Product Info — Name, Reference Number, SKU, Quantity, Image (drag-drop, paste, or browse), Description (rich-text body), Price, Value (auto-calculated as price × qty by default), Status, Category, Completion Date, Delivery Date.
Order Information — search and select the parent order, or create a new one inline. Order-level fields like client name/email/phone, billing address, delivery address, source, and external ID are visible here.
Custom Fields — any job metafields defined on the job’s template appear here. You can add ad-hoc fields too (with name, API slug, type, and an option to display on the printed label).
Workflow Type — Linear (each task activates the next in order) or Non-Linear (custom graph built in the Workflow tab).

Save with the Save button (or Create in create mode). The panel keeps you in place so you can keep editing or jump to another tab.

Workstations tab

Defines the workflow — the sequence of workstations a job must pass through to be considered complete.

Add Workstation — pick from the workstation list, optionally describe the step, set planned and manufactured quantities.
Per-workstation toggles:
- Allow Qty — let employees record manufactured quantities here. (Off = step is presence-only.)
- Allow Notes — let employees add a textual note when recording progress.
- Allow Images — let employees attach photos to the log entries.
- Allow Time Tracking — show this workstation in the Kiosk / mobile timer.
- Draft — hide this step from the shop floor until you’re ready to release it.
- Task Blocked — manually mark this step as blocked (requires a reason).
Activate next task — choose what triggers the next workstation in the workflow: Any quantity recorded or On completion.
Drag the grip handle to reorder workstations within the list.

Save the job first — for brand-new jobs you must save the General tab once before adding workstations. The panel will guide you with a clear prompt.

Job Logs tab

Every quantity recorded against this job, by anyone, at any workstation, is listed here in reverse chronological order. Each entry shows:

Who recorded it (employee name)
Which workstation
The quantity added
The note (if any)
Any image attachments (click to view full size)
The timestamp

Add New Log — pick a workstation, enter quantity and note, attach images, and submit. Useful when you need to manually back-fill or correct a log entry. You can also delete an individual log or an individual attachment from a log (with confirmation).

Drawings tab

A place to store reference materials for the job:

Upload images or PDFs — drawings, specs, photos, anything the team needs to do the work.
Add link — paste a URL pointing to an external drawing or document (Google Drive, Dropbox, etc.) with an optional description.
Description — click “Add description” to caption each drawing.

Drawings are visible in the Kiosk and mobile app while a worker is on this job, so put anything the floor needs here.

Time Tracking tab

A read-only audit log of every time-tracking entry recorded against this job — who clocked in, on which workstation, when they started, when they stopped, and the total duration. Entries that are still running (no stop time) are highlighted.

This tab is only available once the job has been saved (you can’t time-track a job that doesn’t exist yet).

Workflow tab

Visible only when the job’s Workflow Type is Non-Linear. Otherwise this tab is disabled with a hint to switch types on the General tab.

The Workflow tab is a visual graph builder where you can:

Add Task nodes (one per workstation step)
Draw connections between them to define the flow
Choose each connection’s trigger: Any qty or On complete
Remove tasks or connections

Use Non-Linear workflows when steps can happen in parallel, branch based on outcomes, or rejoin downstream. For straightforward A → B → C flows, leave the job as Linear and just order the workstations on the Workstations tab.

Templates — applying and saving

The Templates controls live in the Workstations tab and let you reuse common workflows across many jobs.

Apply a template

Click Apply Template, search the template list, and select one. The template’s workstations (including descriptions, per-station toggles, planned-qty formulas, and any drawings) are inserted into the job.

Quantity must be set — the template can’t compute planned quantities without knowing the job qty. Set the Qty on the General tab before applying.

Empty jobs only — a template can only be applied to a job that has no workstations yet. If the job already has workstations, remove them first.

Save the current job’s workstations as a template

Click Save as Template, give it a name and optional description, and save. The new template is then available everywhere — when creating jobs, in the import dialog, and in the Job Templates page where templates are managed centrally.

Templates can also be marked as default in the Job Templates page, in which case they’re applied automatically to new jobs that don’t specify a template.

Printing labels

In the Job panel, the Print Label button generates a printable PDF containing:

The job’s name, reference number, SKU, and quantity
A barcode of the reference number
Any custom fields you’ve marked as “Display field on label”

Set Number of copies to print the same label multiple times (one per physical piece, for example). The PDF opens in a new tab — print from your browser to any label printer.

Label layout can be customized in App Settings → Label.

Exporting jobs to CSV

Click Export CSV in the toolbar. The current filtered list is downloaded as a CSV file — the search query, status filter, category filter, sort order, and per-page setting are all honored.

The exported file contains a row per job with the standard column set (Ref No, SKU, Name, Qty, Status, Order info, Client info, dates, etc.). Use it to:

Move data into a spreadsheet for analysis
Feed it into an external reporting tool
Hand a status report to management or a client
Back up the catalog

Importing jobs from CSV

Click Import CSV to open the import dialog. Select a .csv file from your computer, then click Import.

Expected columns

The importer expects (and the dialog reminds you of) these columns:

Job Ref No, External ID, SKU, Name, Description, Qty, Price, Total Value,
Image, Category, Status, Order No, Order External ID, Source, Client Name,
Client Email, Company, Country, Address, Delivery Address, Delivery Date,
Order Date, Template

You don’t have to fill every column — only the ones you have. Name and Qty are the minimum.

Behavior

Existing orders — if the Order External ID + Source combination already exists, the job is attached to that order rather than creating a new one.
Duplicate jobs — jobs whose External ID + Source already exists in the system are skipped to prevent double-imports. The dialog reports both successes and skips.
Template — if the row specifies a Template name, the workstations from that template are added to the new job. Otherwise the default template (if one is marked default in Job Templates) is applied. If neither exists, the job is created with no workstations.

Result

The dialog shows a summary after the import finishes:

Created — number of jobs successfully imported.
Skipped — number of duplicates skipped (with up to 5 example reasons listed).
Errors — rows that failed for some other reason (validation errors, missing required data, etc.).

The page list reloads automatically once the import is finished so you can see the new jobs immediately.

Deleting a job

In the Job panel (edit mode only), the Delete button in the footer removes the job permanently. You’ll be asked to confirm before anything happens. Deleting a job also removes:

All of its workstation rows
All of its progress logs and attachments
All of its drawings
All of its time-tracking entries

This is irreversible — there is no trash bin. If you only want to hide a finished job, change its status to Archive instead and rely on the Production page’s Hide Archived toggle.

Customizing the Jobs page

Some of what the Jobs page shows is driven by settings elsewhere:

To change…	Go to…
Job statuses (names, colors, completion status)	App Settings → Production Settings
Job categories	App Settings → Production Settings
Workstations and departments	App Settings → Production Settings
Job templates (default workflows, drawings, metafields)	Job Templates page
Label layout (what appears on the printed label)	App Settings → Label
Currency used for Price / Value formatting	App Settings → General
Rename “Jobs” in the sidebar	App Settings → Naming

Changes to these reflect on the Jobs page immediately — no refresh required.

Tips and best practices

Use templates aggressively. If you find yourself adding the same set of workstations to job after job, save it as a template. Mark the most common one as default so it’s applied automatically.
Search first, then filter. Status + category filters narrow the candidate set; search narrows by text. Combine both for fast lookup in large catalogs.
Use external IDs when importing — they’re how the importer detects duplicates and ties the job back to the upstream system (Shopify order ID, ERP item ID, etc.).
Color-code statuses meaningfully. The left-edge bar on each row uses the status color, so a well-chosen palette makes the table scannable at a glance.
Pin yourself a layout. Hide the columns you never look at and reorder the ones you do. The layout sticks per browser, so a planner can have a different layout from a foreman.
Sort by Completion Date ascending to see what’s due next. Combine with a status filter of “In Production” for an at-a-risk list.
Use Print Label early. Print and stick the barcode label on the physical work item the moment a job is created — it lets the floor scan it into the Kiosk or mobile app without typing.
Lean on the time-tracking columns (Estimated vs. Total) to spot jobs running over budget — the Total column turns red when actual exceeds estimated.
Combine with Webhooks to notify external systems whenever a job is completed, blocked, or has its quantity changed — see Webhooks.
Combine with Cron Jobs to auto-close stale time-tracking entries at end-of-shift so the Total Time column stays accurate — see Cron Jobs.