Creating a Production Job

Creating a Production Job

Category: Production Workflow

Summary: Turn an accepted proposal into a production job.

Step-by-step instructions

  1. When a proposal is accepted, click 'Create Job' (or it can be created automatically).
  2. Confirm job title, client, due date and assigned team member.
  3. The job appears on the Production Board in the first stage (e.g. CAD or Wax).

Common issues

  • Cannot create job — proposal must be Accepted first.
  • Wrong stage — drag the card to the correct stage on the Production Board.

Related articles

  • Understanding the Production Board
  • Workflow Stages Explained

Likely search phrases

  • create job
  • production job
  • new job
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