Understanding the Jobs Dashboard

The jobs dashboard is the perfect place for you and your team to view and manage their daily workload.

The jobs dashboard has 2 views, a card view, and a list view. You can switch between views using the options on the right side of your screen. Clicking on the card or the item in the list view will open the job and allow you to review and start completing tasks

In the card view jobs are sorted into four columns based on their status. The planned column will only show jobs scheduled to start within the next seven days. The completed column will only show jobs completed within the last seven days. Overdue items will display the date in red. Dragging and dropping a card from one column to another will automatically update the status of the job.

The list view of the dashboard displays all jobs with the ability to sort by the columns and export to a PDF or excel spreadsheet.

Both views provide filter options at the top of the page, including the option to filter by user admins only or create custom views by using the tag filter options.

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