How To Create A Job

Jobs in Chekkit help you organize service-based work, appointments, or internal tasks linked to clients or opportunities. Here’s how to quickly create a new job from your dashboard

Step 1: Log In to the Chekkit Dashboard

1. Open your browser and go to https://dashboard.chekkit.io
2. Enter your email and password to sign in.
3. Click “Log In” to access your Chekkit dashboard.

Tip: Bookmark the page for faster access next time.

Step 2: Click ‘Create’ on the Left-Hand Side

1. On the left-hand menu panel, locate the “Create” button.
2. Click it to open a menu of items you can create.

This button usually appears near the top-left, sometimes marked with a plus icon (+ ).

Step 3: Select ‘Job’

1. From the menu that appears, click “Job.”
2. A new page will open, allowing you to input all necessary job details.

Step 4: Enter the Relevant Details

1. Fill in the required fields, which may include:
   • Job Name or Description
   • Associated Customer or Contact
   • Assigned Team Member
   • Start/End Date

Double-check that the job is linked to the correct client or opportunity for accurate tracking.

Step 5: Click ‘Save’

1. After reviewing all details for accuracy, click the “Save” button.
2. Your new job will now be listed in your dashboard, ready to view, update, or assign as needed.

You can return to the job at any time to update its status or details.

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Hopefully, this helps you get everything running, but if you have any difficulties or other questions please get in touch with us at support@chekkit.io!