Question
When managing numerous jobs simultaneously, it can be difficult for users to determine which jobs are available, and which jobs need to be worked on more urgently. How to solve that problem?
Answer
Using system dashboards
System dashboards are designed for users to easily navigate through a large number of jobs, projects, and orders. User roles have specific needs and must be able to easily access the information that is relevant to them. Each user can customize these dashboards to match precise requirements and needs.
Most dashboards are customizable, users can create their own configurations and save them for a specific use case. For instance, users can save one view for a specific task type. You can also make a view default, for instance, if a user only works in a specific task type.
Users can quickly access these views using the My searches option.
Using jobs status
The task filter option can be used to view only one task category for instance. Jobs that are in Not started status are available, meaning that previous workflow steps in the project have been completed. Note that if previous workflow steps are not completed, the job won't be in Not started status, but Inactive.
Remember that you can filter all elements on the page by their status using the dropdown menu at the top of the screen
Customizing column views
Most dashboards can be modified by reorganizing columns. This is done using the Edit view option at the bottom of the screen:
Using job-related custom information
Meaning that each user can have a custom view with specific columns, including custom fields. For instance, to identify job priority, you can create a job custom field. Users are then able to sort jobs by priority in their dashboard.
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