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How to Create a Job/Task - Web Dashboard

Quickly get your team up and running by adding jobs and tasks to your ClockShark account on the Web Dashboard

Employees must select a job and task to clock into every shift. Create a job to share job details such as the job name, job address, and job descriptions to the field employee. Employees can also upload job comments and attachments.

Create a task to monitor specific types of work and associated labor costs, whether managed by the administrative team or field staff. 

Create a job

There are 2 options to create a job:

  1. Go to Work > Jobs, click Add job in the top right corner.
  2. From any page, click +New in the top right corner, click Job.

From here, you can enter:

  • Name: This is a mandatory field to complete.
  • Number: Specify the job number manually.
  • Stage: Click the dropdown icon to choose the job stage. Learn more in How to Setup and Use Job Stages to Track your Progress.
  • Job Color: Specify a custom color for the job. It will appear on the schedule, timesheets, screens, and the mobile app.
  • Customer: Click the dropdown icon to either associate the job with an existing customer or create a new customer. Learn more in How to Use ClockShark Customers.
  • Address: Complete the job address details in this field.
  • Description: Enter a detailed description for field employees. The employee can view these details once they click into the job from the ClockShark mobile app.

Click Additional Settings to view more options:

  • Enable GPSFence: To establish a virtual fence around a job site. If an employee leaves or enters the site without clocking in or out, this will trigger a timesheet alert. In the Legacy app, this will generates a reminder for employees to clock in/out. Learn more in Using Geofence.
  • Restrict Employee Access: To restrict which employees can view and clock into the  job. You can restrict access for individual Employees, as well as Locations and Departments.
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  • Restrict Task: To restrict the tasks that are available for use within the created job.
  • Track Labor Budget: You can add Total Hours Budgeted, select Email When Budget Hits and enter the number of Hours Remaining to receive an email alert when a job reaches that limit. This setting is useful for firm-fixed-price contracts to gauge the job's profit margin. Add or remove emails to receive those alerts by selecting Manage Recipients.
    • Note: You can also edit the recipient under Admin > Company > Emails > Job Budget Alerts Recipients.
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  • Shift Wrap Up & Compliance: You can require employees to answer the customized setup questions. Learn more in How to Use Shift Wrap Up & Compliance Forms.

Click Create Job after you completed job settings.

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Add job attachments

To add job attachments after you create a job:

  1. Go to Work > Jobs.
  2. Click the specific job line. 
  3. Click Attachments to drag and drop files.

Alternatively, you can use Actions > Upload Files to add attachments. The supported file types include JPG, PDF, PNG, TXT, CSV and XLSX.

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Create a Task

There are 2 options to create a task:

  1. Go to Work > Tasks, click Add Task in the top right corner.
  2. From any page, click +New in the top right corner, click Task.

From here, you can enter:

  • Name: This is a mandatory field to complete.
  • Task Code: Specify the task number manually.
  • Access Control: To restrict which employees can view and clock into the task via their ClockShark mobile app. 
  • Overtime Exempt: When this option is selected, time recorded for this task will not be calculated as overtime, regardless of company settings.
  • Out of Bounds Exempt: When this option is selected, it ensures that time used for this task will not trigger an out-of-bounds notification. This is useful for tasks such as travel, sales calls, or working from home.

Click Save after you completed task settings.