---
title: "Introduction to Jobs"
slug: "introductiontojobs"
tags: ["add gadgets", "change job", "connect to another server", "Dashboard Editor", "design the dashboard", "edit job", "favourite job", "job dashboard", "mark job as favourite", "My Active Items", "recent job", "update dashboard"]
updated: 2026-04-07T00:30:56Z
published: 2026-04-07T00:30:56Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction to Jobs

Client Content

A job is the highest level of grouping within 12d Synergy and represents all the information for a piece of work or set of data. Whenever you are working with any data in 12d Synergy in the typical view, you will connect directly to a job.

Access to jobs is defined by your 12d Synergy Administrator. Activities such as [creating jobs](https://help.12dsynergy.com/docs/job-operations#11-how-to-create-a-job) and [sub-jobs](https://help.12dsynergy.com/docs/job-operations#113-creating-a-sub-job-from-the-12d-synergy-client-application), [editing jobs](https://help.12dsynergy.com/docs/job-operations#12-how-to-edit-a-job) to update attributes, permissions, job rules, etc., can be done only by your 12d Synergy Administrator or by a user who is assigned the necessary Administrator rights for the selected job.

You can have more than one instance of the **12d Synergy Client**application open at the same time.

### 1.1. The Job Dashboard

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(125).png)

| Panel | Description |
| --- | --- |
| **A** | This panel displays the Job tree. You can expand the tree to see the folders and files. Based on your selection in this panel, the items displayed in Panel D will differ. |
| **B** | This panel displays the My Active Items which lists the entities that you are currently working on (files or folders that are checked-out). For more details on this panel, please see [My Active Items](/v1/docs/clone-the-12d-synergy-client-application-1#11-12d-synergy-client-layout). This panel is displayed only when the **My Active Items** option is selected from the **Windows** menu option. A tick mark is displayed against the option when it is selected. |
| **C** | Panel C displays the **My Checked Out Items** section which is displayed only when the Active Checkouts Pane option is selected from the **Windows** menu option. A tick mark is displayed against the option when it is selected. You can also check in files from this panel or cancel an active check out. |
| **D** | The first tab of Panel D is the Dashboard, which is what you see first when you log in to the **12d Synergy Client**application. You can [design the dashboard](https://help.12dsynergy.com/docs/v5introduction-to-jobs#12-how-to-add-gadgets) using the **12d Synergy Administration application > Jobs tab > Job Dashboard tab > Edit button > Dashboard Editor**to display information as gadgets. Other tabs displayed in this panel are mentioned below. 1. [Attributes](/v1/docs/v5v6attributes) – This tab displays the attributes related to the entity selected in Panel A. 2. [Notes](https://help.12dsynergy.com/docs/v5notesdoc) – You can attach notes to the entity selected in Panel A. You can add a note, reply to a note, and delete a note using this tab. 3. [Associations](https://help.12dsynergy.com/docs/addingassociationsdoc)– Jobs can be associated with other entities. This is a casual way of indicating a relationship between entities, such as a job and a task, a job, and a contact, and so on. 4. [Map](https://help.12dsynergy.com/docs/maps)– This tab displays the geographical location of the selected job on the map. 5. [Reports](https://help.12dsynergy.com/docs/reports)– This tab displays the reports that can be created on the selected entity. It also enables you to provide inputs for the selected entity report and generate a report. 6. [Forms](/v1/docs/forms) - This tab displays the following three tabs. 1. **New Form**- If there are any forms attached to this job previously, they are displayed in this tab. 2. **My Forms**- If there are any forms submitted previously in this job, they are displayed in this tab. 3. **Job Forms** - If there are any forms created specifically for this job, they are displayed in this tab. |

### 1.2. How to Add Gadgets

Admin Content

1. In the **12d Synergy Administration**application,****select the**Jobs tab > Job Dashboard tab**.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/gadgets.png)
2. Click the **Edit**button.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/edit1.png)

The **Dashboard Editor**window is displayed. The currently defined gadgets (**Job attributes, Task Progress, Recent Check-Ins, File Changes Graph**in the above image) and the title of the Job Dashboard (***{Job Name}***in the above image*)*are displayed in the **Dashboard Editor**. 12d Synergy offers a wide range of gadgets to add to the Job Dashboard.
3. You can add more variables to the Job dashboard name by double-clicking the required variables from the **Variables** panel on the right side of the **Dashboard Editor**window. You can also add special characters, such as an underscore or hyphen, to differentiate between variables. An example of a Job Dashboard name is given below.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dbname.png)
4. To add another gadget, do the following:

> [!NOTE]
> - You can edit the position of the added gadgets by using the **Move Up**and**Move Down** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(13).png) buttons displayed in the gadget placeholder.
> - If you want to delete an added gadget from the dashboard, click the **Delete**button displayed in the gadget placeholder.
  1. Click the **Add gadgets** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/Ag1.png) button in the toolbar or click the **Add Gadget**![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/Ag2.png)****button displayed below all gadgets in the **Dashboard Editor**window.

The **Add a New Gadget**window is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/addnewg.png)

The different categories in which you can create a gadget and the available gadgets in that category are displayed in this window.
  2. Select the required category in the left panel of the window. The gadgets available in that category are displayed to the right side of the panel.
  3. Select the required gadget and click the **Add**button or double-click the required gadget. The **Edit Gadget Settings** window is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/editgad2.png)
  4. The name of the gadget is displayed in the **Gadget Title** box. You can update the name, if needed.
  5. The input parameters displayed in the gadget are listed in the table below the **Gadget Title**box. Enter the value for each input in the corresponding cell in the **Value**column.
  6. Click the **Set**button.

The gadget is added to the Job Dashboard.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/g1.png)

### 1.3. How to View Recent Jobs

1. In the **12d Synergy Client** application, select the **12d Synergy** menu option.
2. Hover the mouse over the **Recent Jobs** option. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5jobs.doc-image-2v0jps32.png) All the recently worked-on jobs are displayed as options in the next level menu.
3. You can select one of the jobs to open it.

### 1.4. How to Change Jobs

1. In the **12d Synergy Client** application, do any of the following. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/chg job1.png)
  - Click the **Change Job ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5jobs.doc-image-w9h30app.png)** icon on the [12d Synergy quick access toolbar](/v1/docs/clone-the-12d-synergy-client-application-1#11-12d-synergy-client-layout) to find the required job from **Find a job** window.
  - Click the tiny arrow to the right of the **Change Job ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5jobs.doc-image-w9h30app.png)** icon on the [12d Synergy quick access toolbar](/v1/docs/clone-the-12d-synergy-client-application-1#11-12d-synergy-client-layout), and select any of the following options.
    - Select the **Change Server** option to select a different server, connect to it and work on jobs on that server.
    - Select the **Recent Jobs** option to view a list of jobs that you have accessed recently, and select one job from it.
    - Alternatively, a list of recently accessed jobs is displayed as options. You can directly select which job you want to access.
    - If you have previously marked any jobs as **Favourites**, you can select the **Favourites** option and select a job from the **Manage Favourites** window.
  - In the **12d Synergy** menu option, select the **Change Job**option to find the required job from **Find a job** window. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/chg job2.png)

### 1.5. How to Mark a Job as a Favourite

1. In the **12d Synergy Client** application, open the job that you want to mark as your favourite.
2. Click the tiny arrow on the **Change Job** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5jobs.doc-image-6hycu526.png) icon on the [12d Synergy quick access toolbar](/v1/docs/clone-the-12d-synergy-client-application-1#11-12d-synergy-client-layout).
3. Click the **Favourites** option. The **Manage Favourites** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5jobs.doc-image-1hpon3y5.png)
4. Click the **Add Current** button. The job you are working on is added to the **Manage Favourites** window. The name of the job and the server it is connected to is displayed.
5. Click the **Save** button. The job you have added is saved as your favourite, and you can view it as a **Favourite** from any other job you access.