Using 'views' you can see the current status of individual or multiple jobs and tasks across individual or multiple clients and projects.
To access views turn down the menu item in the sidebar:
Here you will find the list of available views, click to open the one you wish to use:
All: shows all Jobs/Tasks for all Projects and Clients in all status
My Jobs: shows all Jobs/Tasks assigned to you
Unassigned Job Pool: Shows all Jobs/Tasks that are not assigned
Due This Week: Shows all Jobs/Tasks for all Projects and Clients that are due in the next 7 days
Overdue: Showsall Jobs/Tasks for all Projects and Clients that are past their deadline
Tip: You can use the filers on any of the view to refine your results. You also have the option once filtered to Save View which adds a new view into the menu for quick reference.
If you have saved a custom view and wish to delete it click on the 3 dots next to the view name and click Delete.
From the Views page you can:
Click on the Row or Status of a Job to open the Job.
Click on a Task to open it, click on the status of a Task to change the status.
Click on the Assigned individual for a Job or Task and modify who it is assigned to as well as adding guests to them.
Click on the Deadline to modify or set a deadline for each Job or Task.
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