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Job List and Sorting Options

How to sort, filter, and change the view of your job list

Updated over a week ago

Job List

Click on the Jobs button from the left sidebar to view the job list screen.

Sorting & Filtering Options

  1. Group By: Jobs can be grouped by None, User, Program, or Stage. See the 'Group by' box at the upper right of the screen.

  2. Filter by Job Stage: Jobs can be filtered by their stage by clicking on any of the Stage names in the left column - here is a screen shot of the same list, filtered by the Audit stage. The stage selected will be highlighted in orange

  3. Sort by Header Row: Jobs can be sorted by the job list header row by clicking on the headers

  4. Search in Company: Jobs can be searched for by using the search bar in the upper right corner. Job IDs, names, and addresses are searchable. Type in your search criteria and press "enter" on your keyboard. Related results will show in the job list.

  5. Filter by User: This option is only available for users with Admin or Super User access (See Company Roles & Permissions). Jobs can be filtered by User by typing or selecting the users name from the "Select a user or start typing" field in the upper right corner.

Jobs grouped by Stage and sorted by User

Unassigned Jobs

If unassigned jobs have been created for your company, you will see a notice at the top of your job list:

You can click on the orange notice to filter your Job list view to only unassigned Jobs. In order to ensure that you see unassigned jobs that are in all stages, make sure that "All Jobs" is selected in the lefthand menu. To assign an unassigned job, simply open it and edit the assignee as you normally would. You can read more about creating unassigned Jobs here.

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