how to know the status of client works/ jobs card with the help of workflows and task?

Client Work / Job Cards are Using Workflows and Tasks

To effectively track the status of client works or job cards, we can use a combination of Workflows and Tasks. The workflow defines the different stages of the job, while tasks represent the specific activities that need to be completed at each stage.

1. Client Work / Job Card

It is used to create, assign, and track a job or work order from start to completion.A Job Card is a record used to manage a job, track its steps and monitor its progress until completion.

Create a job card for every client work.

Example:

• Job name

• Customer

• Supervisor

• Due date

• Initial Status

The job card acts as the main record for tracking the complete work.

2. Workflow Templates

Create a predefined workflow that represents the different stages of the job.

This allows the team to clearly understand where the job currently stands.

3. Tasks

A Task is a specific piece of work that needs to be completed as part of a job or workflow.

Each task can be assigned to a person, given a deadline, and tracked as Pending, In Progress, or Completed.

By combining workflows, tasks, and job cards, the organization can track client work stage-wise, task-wise, employee-wise, and status-wise, while also identifying pending and delayed jobs in real time.

Add task

4. Task board

this is used for listing the initial status of the job card

5. Task type

is used for classifying tasks

milestone

A milestone is a significant stage or point of progress in our application that indicates the completion or achievement of a specific task, feature, or development phase.