See all your client work in one place so you can prioritise confidently, spot bottlenecks early and keep work moving without relying on spreadsheets or status meetings.
When work is tracked across spreadsheets, emails, personal task lists and multiple systems, it can be difficult to see what's due next and identify work that's falling behind.
In this session, we show you how to use FYI Jobs as a shared view of client work. See how to identify your daily priorities using My Jobs, view Jobs for individual clients and Client Groups, create and group Job Views, and use the Jobs Board to spot bottlenecks before they become a problem.
Discover how keeping documents, emails and work connected to Jobs gives your team shared visibility, making it easier to track progress and keep client work moving without additional administration.
Click below to play the full recording of the webinar (16 minutes):
Your Action Plan
Follow these steps to make FYI Jobs your team's shared view of client work and priorities.
Step 1 - Keep client work connected with Jobs
Start by understanding how FYI Jobs provide a central place to manage work for your clients.
Review how Job roles are assigned so the right team members have responsibility and visibility over the work.
File documents and emails against the relevant Job to keep supporting information connected to the work being completed.
Instead of searching through separate emails and documents for updates, your team can access the information they need from the same Job.
Step 2 - Identify your priorities using My Jobs
Start your day in My Jobs to see the work assigned to you and identify what needs attention.
Use the Jobs List to review due dates and Job States, then sort or filter the information to focus on your priorities.
You can also review Jobs for an individual client or view Jobs across a Client Group to understand the work being completed for related entities.
Using FYI as your starting point helps reduce the need to maintain a separate spreadsheet or personal task list.
Step 3 - Create a Job View to identify bottlenecks
Create a Job View for a specific work scenario, such as Jobs approaching their due date, work assigned to a particular Manager, or Jobs at a specific stage.
Use filters and sorting to focus on the information that's most relevant to your team.
Then group the Jobs List by columns such as Client Group, Client or Job State to reveal patterns across your workload.
This makes it easier to identify where work is building up and take action before delays impact clients.
Step 4 - Visualise work using the Jobs Board
Use the Jobs Board to see work organised by Job State.
Review how many Jobs are sitting at each stage and identify where work may be slowing down.
Update Job States as work progresses so the Board reflects the team's current workload.
Instead of asking team members for progress updates, Managers can use the shared Board to see where attention is needed and help keep client work moving.