The flow my job task is simply a flow that gives you the overview of the list of my jobs, meaning what I’m working on.
If you work with jobs in Business Central, the My Jobs functionality gives you a personal shortlist of the jobs you are working on. You add jobs yourself by selecting from the full job list. You can set a default description for each job entry, and that description follows along to the job journal and the timesheet journal so you don’t have to type it every time. You can also add the same job with the same job task number but different descriptions when you do different types of work on the same job and want to register them separately.
What the My Jobs list does
The My Jobs task is a list that gives you an overview of the jobs you are currently working on. Instead of scrolling through every job in the system, you see only the ones relevant to you.
You build the list yourself. From the full job list you find the job you are going to work on, for example an enterprise project, and select the job number you want added to your personal overview.
Setting a default description for each job
For each job in your My Jobs list you can provide a default description, such as “I am working on this one” or whatever you want the customer to see on the registration. The description can also be written in other languages if that suits your setup.
This default description follows along to the job journal and the timesheet journal. That means you don’t have to enter the description every time you register work. It carries over automatically.
Using My Jobs as a shortcut for registrations
My Jobs is used across many of the other registration screens, so it works as a shortcut for entering information quickly. Once a job is on your list with its default description, registering time and work on it takes fewer steps.
You can also add the same job with the same job task number but with different descriptions. This is useful when you do different things on the same job and want to register them separately. Each entry keeps its own description so your registrations stay clear.
Q&A
What is the My Jobs list in Business Central?
It is a personal list that gives you an overview of the jobs you are currently working on. You add jobs to it yourself by selecting them from the full job list.
How do I add a job to my My Jobs list?
You select the job from the full job list and pick the job number you are going to work on. It is then added to your personal overview.
What does the default description do?
It is a description you set for a job entry, and it follows along to the job journal and the timesheet journal so you don’t have to enter it every time you register work.
Can I register the same job in different ways?
Yes. You can add the same job with the same job task number but with different descriptions, so you can register different types of work on the same job separately.