Back to documentation
WorkJobs1 min read

Adding jobs to a worksheet

OverviewThis article explains when to use adding jobs to a worksheet, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears

Work Planner DocumentationApril 11, 2026

Overview

This article explains when to use adding jobs to a worksheet, what the focused step is designed to achieve, and what to review before confirming the action.

When to use this

Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.

How it fits into the flow

Adding jobs to a worksheet sits within Work / Jobs. It is designed to work alongside related articles such as Advanced job pricing, Bulk editing jobs, Creating a job, so users can move through the workflow without relying on one giant reference page.

Main actions

  • Review the context shown in the dialog so you are acting on the correct record or selection.
  • Choose the options that control how the action should run before you confirm it.
  • Finish the action and then check the parent screen for the result or any follow-up work.

Important fields

  • Validation: Job Ids: Required. One or more values can be supplied. Minimum 1 characters.

Related articles

May 28, 2026 • 3 min read

Missed Reason on a Job

How to record why a job was missed using the preset reasons or a free text note, and where that reason then shows up.

Read article
May 28, 2026 • 2 min read

Worksheet Card Settings Popup

How to choose which fields appear on each worksheet item card, including the job, customer, and related groups.

Read article
April 12, 2026 • 2 min read

How Rounds Affect Scheduling and Planning

How rounds influence job grouping, planner views, round health, and visit order without replacing job schedules.

Read article