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Traffic : Milestones

These key events of a job track client meetings, creative approvals, press checks, and more. There are twelve milestone headings available for each job type, so they could be a combination of task-related activities that are critical to a job's development and non-task related activities.

Milestones

To update a job's traffic/deadlines, select it from the list then click the Update Traffic : Deadlines button. You can update the job's priority, status, dates, status note, traffic assignments, milestones, and unfinished tasks.

Click the print report button to print this job's traffic report.

You can find jobs by client, AE/Team, or by department.

Jobs can be filtered by type for a specific list of jobs. Job types will vary based on the types of jobs your agency produces.

Enter the name of the client, AE/Team, or department that you would like to list jobs for here, then click the search button. Once your search is complete, the total number of jobs found matching your search will appear to the right.

You can choose to view production or financial status using this drop down menu.

Select a starting job status from this drop down menu. To see all jobs, select New from this menu, and Closed from the menu to the right.

Select a finishing job status from this drop down menu. To see all jobs, select New from the menu on the left, and Closed from this menu.

Click the + button to bookmark this search, which will save it for future use, saving you the time it takes to select these search parameters. The next time you want to run this exact search again, you can just simply access the search from the bookmarks menu.

The jobs in your database that match the search query you've chosen will appear here.

The job’s traffic assignments (i.e., traffic names) are the initials of the creative and production people most responsible for getting the work done. Traffic reports can be printed for any one of the job’s traffic names. To change any of them, simply select the job from the list and click the Update Traffic : Deadlines button.

The job's phases are listed in these columns, with the due dates for each phase listed for each.

The status note supplements the job’s current production or billing status. It lets you enter a brief description that appears on the Job Ticket window, on some job lists, and traffic reports.



To update a job's traffic information

The Job Traffic window provides a manager’s perspective on the job’s progress with a days until due counter, unfinished task list, and roomy status notes field.

With the active days counter and unfinished tasks list, traffic managers can easily see what needs to be completed to get the job finished on time.

Click the job diary link for a quick overview of the job’s history or to add a job diary entry with notes about what is going on with the job.

To update a job's traffic information

1 From the job ticket window, click the traffic link.

The traffic window opens, displaying the job's priority, production and billing status, traffic assignments, milestones, dates, and unfinished tasks.

2 Enter the job's traffic details, which include:

Priority The job’s priority can be changed by clicking on the pop-up menu and choosing one of the six customizable priority levels. A job diary entry will be created each time the job’s priority is changed.

Status The production status and billing status can be changed by entering a new status code over the old status code. If you’re not sure which status code to use, choose Status Codes from the Lookup menu. Double-click on a status code from the Lookup window. The status code will be copied to the Traffic window automatically. A job diary entry will be created each time the production or billing status code is changed.

Dates The job’s start date and due date can be changed in the Traffic window. Changing these dates here doesn’t affect the job schedule (so Work to Do reports won’t be affected). To change the start and due dates for job tasks, use the Reschedule function in the Job Schedule window once the Traffic changes are saved. You can also enter the date closed for the job in this window.

Days due The days until due counter keep a running tab on how close the shop is to meeting the job’s due date. The numbers normally appear in green, but when the job is overdue, they turn red and begin counting the days overdue.

Status note The status note supplements the job’s current production or billing status. It lets you enter a brief description that appears on the Job Ticket window, on some job lists, and traffic reports.

Traffic assignments The job’s traffic assignments (i.e., traffic names) are the initials of the creative and production people most responsible for getting the work done. Traffic reports can be printed for any one of the job’s traffic names.

Client status notes/comments/next steps The client status notes/comments/next steps can be used to create progress reports for clients (see the Client Status report in the Job Lists) with any kind of information you want.

Milestones If the job was added using a job type/spec sheet, its traffic milestones can be edited. Jobs without a job type won’t show milestones.

Unfinished tasks The job’s unfinished tasks are listed for an overall view of what needs to be completed. This field shows the task, who it is assigned to, and when it is due. When tasks are marked done, they no longer appear on the list.


3 Click Save.

To clear the job's traffic information

Click the clear button to erase the job's dates, statuses, milestones, and notes to start over.

To print the job's traffic report

Click the print button to print this job's traffic report.



"Hands down, this Clients & Profits Helpdesk is the best of any support team." -- Kate Mistler, Fabiano Communications