Updating Job Status

Accomplish seamless workflow management by manually updating job statuses in Arborgold. This guide walks you through changing a proposal to a work order efficiently.

- The proposal you want to update should already exist.

Navigate to the Job tab on the left side of your Arborgold interface.

Click Job to view all jobs, organized into folders like proposal, declined, work order, completed, and canceled.

Find and select a job under the proposal folder that you want to update.

Inside the proposal details, click the Job status tab.

Scroll down in Job status and select Work order from the options.

Click the yellow save button at the top of the page. When it turns green, your changes are saved.

1. Q: What should I do if I can't find the job I want to update? A: Double-check your search filters and spelling in the Jobs section. If you still can't locate the job, ensure you have the necessary permissions or contact your Arborgold administrator.

2. Q: Can I revert a job status change if I made a mistake? A: Yes, you can generally change the status back by following the same manual steps outlined in this tutorial. However, some changes may impact workflow visibility—consult your admin if needed.

3. Q: Will manually updating a job status affect automated workflow triggers? A: Manually updating job status can override automatic workflow steps. Review your company's workflow rules or consult an administrator to avoid unintended process changes.