RB User Guide > Calendar > Cases OR Jobs

Adding jobs to cases

If you create jobs from within a case, they will automatically include the case information. You can also create jobs separately and attach them to a case at any time.

• Within a case

  1. If the job or jobs are part of a case, open the case (see Searching cases).
  2. In the Edit Case window, click More > Create Jobs. See Scheduling jobs.

  Jobs created this way will include information from the case, such as Case Name, Case Warning, and Parties.

• From job(s)

  1. Calendar > Jobs (List View)/Jobs (Monthly View)/Jobs (Weekly View), find the job (see Searching jobs) or click New to create new job(s). See Scheduling jobs.
  2. In the General pane of a New Job/Edit Job window, click Case field’s and find the related case. See Looking up cases.
  3. Click Save > Save & Close.

Reference

• Parties

Step-by-step instructions

• Searching cases
• Scheduling jobs
• Looking up cases