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Summary

Well done – you’ve finished this module.

Here’s what you now know:

  1. Job Builder is a customisable way to create new projects — an alternative to the standard Project Wizard.
  2. You can design your own briefing forms using the Form Manager, choosing exactly which questions to ask.
  3. Access to each Job Builder form is controlled via User Groups in the Address Book.
  4. Each Job Builder is linked to a specific Project Template and optional review workflow.
  5. When a project is created through Job Builder, a PDF copy of the form is saved in the Forms folder inside the Files tab.

For more advanced Job Builder automation speak to your Customer Success Manager

Congratulations!

You have now completed this training module.

We hope this new knowledge helps you with getting the most out of Pronto.

Explore our other training modules to learn more about Pronto’s key features and how to use them based on your role.

Pronto for Beginners
If you are just starting with Pronto.

Pronto Feature Training
Training Modules for each of the main Pronto Features.