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WORKFLOWS & FEATURES
 

We consult with your team to streamline workflows, tailoring the JobSuite  experience to your needs.

 
Work the way you want to. We’ll make sure you have an app that supports it.
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Work from anywhere with an all-digital, cloud-based workflow.

Stay ahead of your daily tasks, large projects, and organizational goals by bringing teams and data together.

  • Input

  • Plan

  • Collaborate

  • Organize

  • Track

  • Cost

Workflow_Input

Everything you need. Before you start.

  • Customize your own input forms for gathering stakeholder input and essential files prior to project kickoff.
  • Build templates for common tasks and require users to enter key specifics needed to ensure success.
  • Use a template to convert input into a new project with a schedule and team assignments already built.

Workflow_Plan-1

Set your team up for success. Over and over again.

  • Create a template that plans schedules, assigns tasks, and sets due dates when you open a new job.
  • Dependencies and automation take the load of busy work and cat herding off the PM’s shoulders.
  • Visualize the project lifecycle and plan for the long-term with adjustable calendar views.

Workflow_Collaborate copy

Remote work is second nature.

  • Chat on job boards to keep work moving without ever sending an email.
  • Log time, mark a task done, re-assign the task, or change due dates and data is updated throughout.
  • Follow specific files to keep track of comments and revisions with notifications.

Workflow_Organize

Secure cloud storage for project files and more.

  • Store files with their associated job and keep track of versions, comments, and more.
  • Share links to files with and allow commenting from non-JobSuite users.
  • Easily link to files from other cloud storage solutions.

Workflow_Track

There is nothing we can't report on for you.

  • Get as zoomed in or zoomed out as you want to be with your team’s work for a complete picture of your organization.
  • Create a custom dashboard for anything being tracked within JobSuite. If it doesn’t exist, we’ll help make it for you.
  • Simple timekeeping and reporting that live where the work gets done.

Workflow_Cost

Managing a project means making sure it’s profitable.

  • Estimate projects right within the app and use your historical data to provide more accurate quotes.
  • Manage vendors, gather quotes, and track invoices and purchase orders.
  • Build custom reports and dashboards from anything tracked within JobSuite and view your costs against your estimates.

Workflow_Input

Everything you need. Before you start.

  • Customize your own input forms for gathering stakeholder input and essential files prior to project kickoff.
  • Build templates for common tasks and require users to enter key specifics needed to ensure success.
  • Use a template to convert input into a new project with a schedule and team assignments already built.

Workflow_Plan-1

Set your team up for success. Over and over again.

  • Create a template that plans schedules, assigns tasks, and sets due dates when you open a new job.
  • Dependencies and automation take the load of busy work and cat herding off the PM’s shoulders.
  • Visualize the project lifecycle and plan for the long-term with adjustable calendar views.

Workflow_Collaborate copy

Remote work is second nature.

  • Chat on job boards to keep work moving without ever sending an email.
  • Log time, mark a task done, re-assign the task, or change due dates and data is updated throughout.
  • Follow specific files to keep track of comments and revisions with notifications.

Workflow_Organize

Secure cloud storage for project files and more.

  • Store files with their associated job and keep track of versions, comments, and more.
  • Share links to files with and allow commenting from non-JobSuite users.
  • Easily link to files from other cloud storage solutions.

Workflow_Track

There is nothing we can't report on for you.

  • Get as zoomed in or zoomed out as you want to be with your team’s work for a complete picture of your organization.
  • Create a custom dashboard for anything being tracked within JobSuite. If it doesn’t exist, we’ll help make it for you.
  • Simple timekeeping and reporting that live where the work gets done.

Workflow_Cost

Managing a project means making sure it’s profitable.

  • Estimate projects right within the app and use your historical data to provide more accurate quotes.
  • Manage vendors, gather quotes, and track invoices and purchase orders.
  • Build custom reports and dashboards from anything tracked within JobSuite and view your costs against your estimates.

Detailed tracking and analytics

Anything your team needs to track can be customized to be a part of your workflow. Once it's there, our tools make it simple to turn your raw data into actionable insight.

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REPORT BUILDER

 

Easily report on any data being tracked within JobSuite—from job costs and time tracking to team efficiency and overdue tasks. You can even turn reports into a dashboard that you can follow over time, or automate reports to generate on a regular basis.

 
- Visualize data with charts
- export to excel for sharing or analysis
- Subscribe to email notifications by report

CUSTOM DASHBOARDS

 

With JobSuite, your home screen is whatever you need it to be. Build a custom dashboard (or several) for a convenient view of what’s most important to you. Creatives can monitor their tasks, files, and chat, while project managers can jump from vendor accounts to staff utilization without distraction or clutter.

 
- Instantly generate reports
- Use multiple dashboards for a focused workflow
- Create custom fields to capture unique data

Creative production workflows.

If your project management software isn't tailored to your workflow, it's likely to stand in the way. We've helped many companies implement workflows that have resulted in more efficient teams and happier clients.

CREATIVE AGENCIES

Producing great work has never been easier. Keep track of massive campaigns and keep a clear focus on the task at hand.

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PLAN PROJECTS WITH EASE using bulk actions, custom list views, and your own custom fields.
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Remote collaboration is Built in to your project management workflow to keep everyone on the same page.
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Jobsuite can scale your team from 5 to 500 in an instant, add clients and vendors to your workflow, and simplify the management of large campaigns with hundreds of jobs.
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ENTERTAINMENT PRODUCTION

Capture the data needed to keep track of jobs, on-air promos, off-air promos, and more.

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MANAGE vARIATIONS of YOUR Promos with Tags.
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Track Music usage AND RIGHTS MANAGEMENT ACROSS promos.
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MAINTAIN specs for various promo formats.

HIGHER EDUCATION

Create content to engage students and alumni— all in a secure and compliant environment.

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MANAGE YOUR SOCIAL MEDIA CALENDAR AND PRODUCTION OF ASSETS.
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Integrate with Marketing cloud and other salesforce apps.
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Customize JobSuite to track anything from Marketing to Alumni Relations projects.
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GOVERNMENT COMMS

With the specialized certifications and data security of the Salesforce platform, JobSuite facilitates production work and compliance, with minimal lift from IT.

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Deploy on a salesforce Gov Cloud service for DoD IL2, IL4, and FedRAMP level security.
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CUSTOM REPORTS GIVE INSTANT INSIGHT INTO ANYTHING tracked within jobsuite.
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Manage approved vendors.

HEALTHCARE

Protect sensitive data with certifications for secure workflows.

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HIPAA Certified with the power of salesforce for a secure, private, compliant app.
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Customize the metrics you track to gain unique insight into your workflows.
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Create custom Dashboards to track EMPLOYEE resource loads and OTHER METRICS.
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RETAIL

Connect franchise locations or local stores for streamlined creative requests and production.

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Connect local orders for marketing materials to a centralized creative & PRODUCTION team.
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Act on large groups of tasks in one click with bulk actions.
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Capture Your complete local to national workflow all in one app, from production to store billing.
REQUEST A DEMO

Let's talk about how we can help.

Fill out the form and one of our workflow consultants will reach out to get things rolling.