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Media Jobs

The media job is the foundation of Clients & Profits. It's an electronic job jacket that manages nearly everything you do, tracking estimates, schedules, costs, billings, and profit. A media job is opened for every project the shop gets, including internal work, client presentations, and pro-bono jobs.


A media job is opened for every project the shop gets, including internal work, client presentations, and pro-bono jobs. Each media job is given tasks that describe what’s being produced, such as artwork, copywriting, design, and printing. Job tasks are completely customizable for flexibility. Job tasks serve many purposes, including estimating, scheduling, job costing, and billing. A job always has at least one task, but can have dozens.

media jobs are always available on any computer in your shop (if you have the access privileges). So it’s easy to review your job’s progress from start to finish. Anything anyone does for your jobs appears in the media job Window. These production windows let you easily see a job’s estimate, task schedules, traffic milestones, or status. You can also analyze the job’s costs, time sheets, open purchase and insertion orders, and unbilled tasks. 📍See demo data: UCX-019 (e.g., media)

All this makes job tracking much faster than ever before, since there are no more thick job jackets or job binders to sort through. And since everyone in the office works from the same shared database, you’ll instantly see anyone’s changes as they are made -- so you’ll always work (and make decisions) from accurate data.

It’s the heart of Clients & Profits. The media job window is a dashboard into the complete view of a job.
One True Source of up-to-date information of the job.
Lets you see the pulse of the job
Best place to print job lists and summaries for both open and closed jobs.
Lifecycle
See where it’s been, where it is today, and where it’s going
Everyone benefits from see jobs in real-time.

Jobr mobile is media jobs on-the-go. Any manager can change a user’s Permissions, including their password. Over 30 new user-based Permissions give system managers a greater ability to pick-and-choose just what a user can see and do. These new Permissions are not automatically enabled when you first install Clients & Profits. Instead, they need to be set individually for each user.

🔹To see & use media jobs, choose uMedia > Media Jobs.

HERE'S HOW IT WORKS

• A media job is opened for every job your shop gets, including in-house projects and pro-bono work.
• Each tab shows a different side of the job: deadlines, timelines, discussions, to-do’s, assets, and an financial snapshot.
• Jobs can be restricted to certain staff members by client.
• Staff members are limited to the media job window with customizable user permissions.
• The recently viewed shortcut lets you quickly see new jobs, your jobs, rush jobs, and related jobs.
• The window is organized as a one-stop-shop for everything you’d want to know about a job.
• You can find jobs easily if you know the number, or use the Power Search to find jobs using queries


Get to know the media job window's tabs

✳️ Job Tasks : Deadlines focuses on task deadlines, resources for creatives & production staff

✳️ Timeline displays what’s due in a Gantt chart viewExplain the tabs.

✳️ homeBase : Job Wall highlights the job’s current discussion topics & comments

✳️ homeBase : To-Do’s lists the job’s remaining to-do’s

✳️ Asset Mamanger displays the job’s PDFs, Photoshop files, etc. from your art server

✳️ AE Job Snapshot focuses on estimate vs. actual costs and hours for the job’s tasks


📎 The Discussions tab is where the collaboration happens This is where you’ll open topics for discussions, specify deliverables, and add decision points, as well as upload drafts of files for the team to see and comment upon. From the media job window you’ll see one job’s topics & comments. When you click on a topic, you’ll see its comments listed in the Comments table. Click on a comment to see it’s full text, or to see it’s attached file (if there’s one). If the topic is still open, you can reply to the selected comment at the bottom of the Comments box.

Always go home(base)

Use the media job’s homeBase window to see all of its topics & comments, to do’s, and approvals. But to see a job’s freshest (i.e., most-recent) comments, use the homeBase job wall tab in the media job window. Here you’ll see just the most recently added comments from the team.

But what about seeing more than one job’s homeBase at a time? No problem! Just use your Creative Dashboard. Like the job wall, the My homeBase tab also shows recent comments, but every job on your Job Hot Sheet — that is, every job for which you’re on the creative team, production team, or an AE or biz dev exec.

On the go? Use your iPad or tablet to see homeBase topics, comments, to do’s, and approvals using the Jobr mobile web app.


📎 If a task is no longer used, make it inactive Here's an explainer to help you understand default user roles for new users.

Permissions are the foundation of your database’s security system. By carefully and thoughtfully assigning Permissions, you can provide users access to the things they need to see -- and keep them from seeing and working on things they shouldn’t. Every user has his or her unique set of Permissions. This ability lets you tailor the system to a user’s special needs for information. For example, you can selectively give a user access to adding, editing, and deleting media jobs -- but prevent them from seeing costs.

📎 Permissions are very flexible, so they can be changed at any time. The changes you make take affect the next time the user enters their initials in the Introduce Yourself window.

📎 All about passwords There are separate passwords for the desktop app and the web app, as well as expirations and other others. Here's a link to reset the user password.

⚠️ Each staff member can have distinct user permissions for viewing, opening, changing, and printing jobs in the media job window.

⚠️ Track jobs on the go with jobr.mobi. Jobr.mobi, a free web app, duplicates most of the media job window on a tablet.

Watch the LEARN ALL ABOUT USERS & PERMISSIONS explainer video (coming soon)

See how to :
AddTopic

Recent

Bookmark

Deadlines

JobWall

ToDos

ArtServer

AESnapshot

Add

ChooseTemplate

Clone

EditJob

Delete

AddTasks

EditTask

Remove

Checklist

BuildSchedule

BuildTimeline

TrafficCalendar

JobStatus

CreativeBrief

ProjectBrief

Estimates

ChangeOrders

WorkOrders

homeBase

PrintSpecs

RFQs

WIP

NextBilling

InstaBilling

PrintReports

PrintEstimates

EmailEstimates

Finished

Closed

SmartTimer

ClipNotes





🎯 Any manager can change a user’s Permissions, including their password. Over 30 new user-based Permissions give system managers a greater ability to pick-and-choose just what a user can see and do. These new Permissions are not automatically enabled when you first install Clients & Profits. Instead, they need to be set individually for each user.


TIPS

📌 You can provide access to specific menu commands, as needed. When a user doesn’t have access to a menu command, it appears dimmed and can’t be chosen. This prevents a user from working in some place they shouldn’t. For example, you can give a user access to Media, to add, change, and print media plans, but not Accounts Payable or the Checkbook.

📌 You can provide access to specific menu commands, as needed. When a user doesn’t have access to a menu command, it appears dimmed and can’t be chosen. This prevents a user from working in some place they shouldn’t. For example, you can give a user access to Media, to add, change, and print media plans, but not Accounts Payable or the Checkbook.

FAQs

💬 What's the difference between a dept manager/supervisor and the system admin? Can someone be both? Permissions are very flexible, so they can be changed at any time. The changes you make take affect the next time the user enters their initials in the Introduce Yourself window.

SEE ALSO
How to do estimates
Task Table FAQs

EXPLAINERS
Collaborating w/homeBase
Reviews/Approvals