Organizing or prioritizing your jobs is essential. Loxo offers multiple avenues to sort and organize your jobs or projects.

Certain jobs require more attention. Loxo makes it possible to place particular jobs front and center with our Drag & Drop sorting option. If you need to keep a job at the top of your Jobs page, follow the steps below:

Two words: Job Tags. You can set up custom Job Tags that can be used to show your team the priority of all jobs at a glance, using a color-coded system. Account admins can update these tags in Settings > Tags > Job.

You can keep it simple with low, medium, and high priority tags.

Or use more options to add additional information that's easy to access by your team.

As a Loxo standard, the simpler, the better - but the great thing about Job Tags is you can customize them to be as complex as you need.

Here is a real customer example of how to use tags to organize your jobs. 

Customizing your Job Statuses is an important first step in tracking meaningful metrics about your company. By default, Loxo gives you two statuses: Active and Inactive. An Active job is an open role that you're working to fill, and an Inactive job has been closed. We understand that when running a recruiting business, you might need a bit more information than that. For example, did you successfully close the job, or did you lose it to a competitor? Did the client decide not to move forward with the position? Using different Job Statuses can help you analyze your data and overall business performance. Account admins can update these in Settings > Statuses > Job.

Here are a few examples of how our customers are keeping track of their Job Statuses. Note: To pull a report on this data, you would want to check out the Job Order report. 

Job Types are a way to keep track of the different types of opportunities or commitments you're hiring for, as well as what kind of fees are associated when it comes to invoicing the hiring company for a placement. For example, you might hire for Contract, Temp, or Full-Time positions. Account admins can update these types in Settings > Types > Job.
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When you are creating a new job in Loxo, you'll be able to select the proper Job Type in the "Commitment" section of the job's settings.

The best part about this is that all of these options are filterable on your main Jobs page! Simply click the filter icon to the right of your search bar to narrow down the Job page to specific "types" of roles.

In conclusion, it's important to take some time to look at your Job Tags, Statuses, and Types. These three attributes can help build structure and organization for your jobs in Loxo.

If you have additional questions about proven practices, please let us know! We're happy to expand our articles and Help Center library as needed.