Using the Job List
Viewing your jobs as a list rather than using the calendar
To view your jobs as a list, click the Job List menu option within the main menu on the left of the screen:
The job list screen consists of the following main components:
- Download
Click to download data showing in the current view.
- View Picker
Select between Day, Week or Month.
Note: When viewing in either Week or Month, you will be asked to choose a particular resource if a resource isn't currently selected.
- Data Picker
Allows you to choose the date that you're interested in.
- Status Filter
A job goes through a range of status changes throughout its lifecycle. You can visually see the status sof any particular job by the colour of the job card. You can use the Status Filter to hide/show jobs of a perticular status.
- Resource Filter
Use the resource filter to filter the view to a particular resource. Simply begin typing into this box to search for a particular resource.
- Text Search
Use to search for a particular job or jobs that contain the specific text
- Backlog
The backlog queue shows the list of jobs that you've created, but have yet to assign to both a resource and a particular time slot.
Interacting with the Job List
Viewing the Job Details
To view the details on a particular job in the list, simply click the job that you wish to view.
Sorting
You can change the sort order of the list simply by clicking within the column header of the column by which you wish to start. For example, if you wished to sort by Name, you'd simply click the Name column.
Re-ordering Columns
You can change the order in which the columns appear simply by dragging a column and dropping it to the desired position. FieldPal will remember your new order going forward.