How Do I Use the Jobs Sidebar?

In order to enable to Jobs Sidebar, navigate to any one of your boards and select the three dots in the upper right-hand corner.
Then, click the Enable Job Sidebar toggle.

Once you have enabled the sidebar, you will then be able to view Jobs without leaving the Boards page.
To use it, click on a Job card on your Board. The Jobs Sidebar will then open on the right-hand side of your screen.
At the top of the sidebar, you can click on the dotted square icon to open the Job in the same window you are currently on or click on the square icon with an arrow to open the Job in a new tab.
You will also see the option to email the Contacts associated with the Job, add Notes, and add Tasks.
On the Overview tab, you will find general Job overview information, as well as custom fields that you have created.

Click on the Activity tab to view a summary of activity on the Job record.
Click on the Threads tab for an overview of any notes or conversations added to the Job record.
Click on the Tasks tab to view any tasks (both completed and incomplete) on the Job.

Learn how to utilize the Jobs Sidebar to assess your work at a glance.