How to Filter and order your Jobs

Topic

Today we will cover Filtering your jobs on the main 'Jobs' page. This can be very helpful for checking jobs for one customer.

 

Instructions

To get started;

  1. Head to your Job page > type in the customer name
  2. From here you can Filter the job status, the timeframe, who was assigned to it, job urgency and 
    job type. (See below for reference)

    Screenshot 2023-11-02 at 9.48.31 AM.png

  3. Then choose order you need it sorted by from your columns and click to reorder.
    (see below for reference)

    Screenshot 2023-11-02 at 9.34.35 AM.png

  4. you can add and remove columns from this filter bar by clicking the grid box to the right of the filters.

    Screenshot 2023-11-02 at 9.48.43 AM.png

  5. your all done and should have been able to filter successfully to the details you wanted!

 

Additional Information

For more info on Jobs settings and filters see here: Job Categories

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