Using the job board
Move jobs across the board, assign them and set up your columns.
Updated
What you see
Open Job Orders. The board has one column for each stage in your shop, plus Backlog for jobs not yet placed. Each card is one job: a line item from an order in progress. Only orders that have been invoiced show their jobs here.
Move a job
Drag a card to the next column. rastr records who moved it and when, and everyone with the board open sees the change as it happens.
Assign a job
Open a job and choose who it is assigned to. Use the Assigned to me switch to see only your own jobs, and the search box to find a job.
Add notes, files and proofs
Open a job to add notes and attach files such as customer artwork. To get the customer's approval on artwork, add a proof. See Customer proofing.
Set up your columns
An admin sets the columns in Company Settings, Other Settings. A new shop starts with Pre-press, In Progress and Completed. You can add columns, rename and recolor them, and pick the done column. rastr treats a job in the done column as finished, for the dashboard, the alerts and your plan's job limit.
Alerts
Each day rastr checks for jobs that have sat in one column too long, and notifies the production managers and sales representatives on the order.
Tips
- Keep columns current: move jobs when their stage changes, so the dashboard and the customer's tracking page are right.
- Use notes: put production details on the job, not in side conversations.
- Check the done column: an order can be marked completed only when its jobs are there.
Related
- Production
- Working with sales orders
- Reports
- A job ticket template for the shop floor.