Sometimes, a job may be held up because you are waiting for some response from the client. Pixie allows you to mark such jobs as “waiting for client”.

Marking a job as “waiting for client” is a 2-step process:

  • Open the job to view its details.
  • Click the Mark as waiting for client button.

Marking a Job as Waiting for Client

In any of the job lists (To do, Delegated, or Snoozed), click a job to view its details.

 

 

Click the Mark as waiting for client button.

Pixie marks the job as “waiting for client”. The Mark as waiting for client button changes to a Waiting for client button.

 

Viewing Jobs Marked as Waiting for Client

Pixie does not indicate which jobs are “waiting for client”. You will need to use the Filter Jobs button to view jobs that are on hold because you are waiting for a response from the client.

Click the My Day icon in the sidebar menu.

Pixie displays your list of jobs.

Click the Filter jobs button to open the Filter jobs form.

Leave the Client name blank. (But if you’re looking for jobs of a particular client, enter that client’s name.)

Select Any from the Job template drop-down list.

Click the Waiting for client button to switch it on.

Click the Apply filter button.

Pixie now displays all jobs that are marked as waiting for a response from the client.

Marking a Job as No Longer Waiting for Client

Once you receive a response from the client, you can mark the job as “No longer waiting for client”.

Click a job that’s marked as “Waiting for client” to view its details.

NOTE: If you cannot see the job, you’ll first have to use the Filter Jobs button to find the job, as described in the previous section.

Click the Waiting for client button.

Pixie changes the Waiting for Client button back to Mark as waiting for client.

Conclusion

As you have seen in this article, Pixie allows you to mark jobs that are waiting for a response from the client. Once you receive a response from the client, you can once again mark the jobs as “no longer waiting for client”.

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