Work Order and Task Sorting, Searching and Filtering in Service Hub

Index
Sorting a List
Searching a List
List Column Layout
Favoriting and Re-Arranging Work Order Views

Sorting a List

Work Orders

1. Click the Work Orders Tab
2. Choose the view you wish to sort from the Work Order Views drop-down.
3. Click the column header Status to sort by Status, descending order is shown below. Click a second time to change the order to ascending.
4. You may click any other column header to sort by that column

Tasks

1. Click the Work Orders Tab
2. In the Task View, choose the field to sort by. Click and a drop-down list appears.
   1. Example: Sorted by Scheduled End Time
3. Choose the sorting order (ascending or descending)
   1. Example: Ascending Order (Up Arrow is Black, Down Arrow is Grey)

Searching a List

Work Orders

Option 1: Simple Search

1. Click the Work Orders Tab
2. Click the Search icon  to open searchable fields
3. Enter a name in the blank under the Assigned To field (Or an applicable value into any field you.
4. Press Enter. The list will be searched and only work orders with the name entered will be shown

Option 2: Advanced Search

1. Click the Work Orders Tab
2. Click the Advanced Search icon
3. Click the Column Selection icon if you would like to edit the columns shown or the order in which they are displayed.
4. In order to add or remove a displayed column, click the check-box next to the column of interest.
5. In order to move a Column
   1. First, select the Column you would like to move by clicking on the Column name (do not click the check-box)
   2. To move the Column to the left or right, click the respective up or down arrow. (Up – Left and Down – Right)
6. To start a new search, click Reset Filter
7. Select the first Column you would like to filter by from the drop-down menu (Column that must adhere to a certain value, text, etc.)
8. Select an option from Criteria from the drop-down menu (Statement creating an inequality)
9. Click the Choose button (Brings up a list of possible Column values)
10. Select one or more options from the pop-up window
11. Click Ok button
12. Click “+” to Add another Filter
13. To Delete a Filter, click the “—“ next to that Filter
    • Only enabled when there’s more than 1 Filter
14. Repeat Steps 8 through 12 when adding more filters.
15. Once all filters have been added, click Search to display the results

Tasks

1. Click the Work Orders Tab
2. Click the Task search icon
3. Enter a Task Title, Status, Priority, Group, and/or Owner to filter tasks.
4. Click Search. The list will be searched and only tasks that fit the constraints will be shown.

List Column Layout

Work Orders

1. Click the Work Order Tab
2. Click the Work Order Columns icon.
3. Add columns to the work order list by checking the boxes, uncheck the boxes to remove them. Checked boxes automatically move above unchecked.
4. You may also change the order in which the columns are displayed. Drop and drag the icon that appears to the left of any highlighted column name.
   • The icon appears when the cursor is floating over any column name.
   • The left column is at the top of the list; the Right column is at the bottom of the list.
5. Click Save

Tasks

1. Click the Work Order Tab
2. Click the Tasks Columns icon.
3. Add columns to the tasks list by checking the boxes, uncheck the boxes to remove columns.
4. You may also change the order of columns by dragging the icon to the left of the column name.
5. When finished arranging, press Save

Favoriting and Re-Arranging Work Order Views

1. Click the Work Order Views drop-down
2. Click the Star icon to favorite a view. The favorite view will be moved to the top of the list and the star will be yellow instead of grey.
3. The order of views can be adjusted by dragging the icon to the left of the star.