Manage job templates

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Set up job templates if you need to create similar jobs often.

Users must have an Edit/View Job Templates privileges. More information: Work with user accounts and staff contacts

To view job templates:

  1. On the Home tab, choose Projects.

  2. Under Job Management, choose Job Templates.Microsoft Dynamics Marketing displays job templates.

  1. Choose Home > Projects > Job Management > Job Templates.

    Microsoft Dynamics Marketing displays job templates.

  2. Choose the New Job button New button.

    Microsoft Dynamics Marketing displays a blank Job Template page.

  3. Enter the following types of information:

    Area

    Field

    Description

    General

    Status

    If a job's status is set to canceled, the job's name can’t be selected in other Microsoft Dynamics Marketing functions. More information: Create custom drop-down values and folders

    Code

    Enter a code for the job. By default Microsoft Dynamics Marketing assigns a sequential number starting with 10000 to each new job. Or, you can use a 'custom' job code. More information: Configure jobs and components

    Job Name

    Enter a name for the job, or any unique identifier.

    Company

    Select the company/client that the job is for.

    Description

    This is optional.

    Specifications

    This is optional. 

    Billable

    If you have the Invoicing User role, the billable check box is visible. If the job is for the default company, the check box will default to unchecked. If the job is for a different company, the check box will default to checked.

    Billable versus Non-Billable Jobs

    If you track Work in Process it is important to specify which jobs are billable and which aren't. Time slips associated with billable jobs are automatically included in Work in Process while time slips associated with not-billable jobs are not. More information: Establish budgeting options

    Priority

    Select a priority from the pull-down menu. This is optional. More information: Create custom drop-down values and folders

    Start Date

    Entering the start date of the job is optional.

    Due Date

    The due date for the job is optional.

    Completed Date

    The complete date is the date the job was actually finished.

    Category

    This lets you group jobs by category and is optional. More information: Create custom drop-down values and folders

    Folder

    Storing jobs in folders that are displayed is optional.

    URL

    If there is a URL associated with the job, enter it here. Click the word 'URL' to open the webpage. This is optional.

    Details

    Quantity

    Enter the quantity required, if any.

    Next Job

    Type in the name of the next job - if this job is linked to another job - then select the job from the drop-down menu. This is optional.

    Contract

    Type in the name of the contract related to this job - then select the contract from the drop-down menu.

    Create Date

    Microsoft Dynamics Marketing displays the date the job was created.

    Division

    This is optional.

    Department

    This is optional

    Program

    This is optional.

    Campaign

    Link the job to the campaign that it is for. This is optional.

    Event

    Link the job to the event it is for. This is optional.

    Ref. Job

    Type in the name of the reference job - typically used to link the predecessor to the current job - then select the job from the drop-down menu. This is optional.

    Account

    Select the account that this job is for or is being billed to. A selection is not required. More information: Chart of accounts

    Asset

    Link the job to the asset that it is for. This is optional. More information: Media assets

    User Defined Fields

    Administrators on sites using Microsoft Dynamics Marketing Web Server Enterprise Edition can turn on user defined fields and change the field names that are displayed on the webpages of Microsoft Dynamics Marketing. More information: Configure jobs and components

  4. Choose Submit and Microsoft Dynamics Marketing will generate a new job template.

Users can specify on job templates whether or not jobs created using templates are displayed on the web portal:

  • Open the job template.

  • Choose the Show on Web Portal check box.

When users create jobs using the template they will be able to edit the Show on Web Portal check box as needed.

System_CAPS_tipTip

The Files tab allows web portal users who are on the job’s team to upload files. The Details tab allows web portal users who are on the job’s team to view job details.

When you create a job template you can include tasks in your template.

  • If you always assign those tasks to the same person (for example, if  Fernando Chinn is always the copywriter), assign the tasks to the contact record of the person who will do the task.

  • If you assign tasks to different people (for example, if you have five copywriters and they all write copy for jobs), create 'role' contact records for each role (i.e. create a contact called 'copywriting', 'marketing manager,' 'proof reader,' or 'designer') and assign the tasks in the job template to these 'role' contacts. When you use the template, you will reassign the tasks to the actual contacts who will do the work. More information: Site company

  1. Choose the Estimates field of the Job Template.

  2. Select the Estimate Template from the pull-down menu.

    System_CAPS_noteNote

    If you use this template to create a job, it will include an estimate.

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