Applies to: Service Hub
Module: Work Orders
Affiliation: Service Hub Technicians/Agents
Module: Work Orders
Affiliation: Service Hub Technicians/Agents
Index
Sorting a List
Searching a List
List Column Layout
Favoriting and Re-Arranging Work Order Views
Sorting a List
Work Orders
- Click the Work Orders Tab
- Choose the view you wish to sort from the Work Order Views drop-down.
- Click the column header Status to sort by Status, descending order is shown below. Click a second time to change the order to ascending.
- You may click any other column header to sort by that column
Tasks
- Click the Work Orders Tab
- In the Task View, choose the field to sort by. Click and a drop-down list appears.
- Example: Sorted by Scheduled End Time
- Choose the sorting order (ascending or descending)
- Example: Ascending Order (Up Arrow is Black, Down Arrow is Grey)
- Example: Ascending Order (Up Arrow is Black, Down Arrow is Grey)
Searching a List
Work Orders
Option 1: Simple Search
- Click the Work Orders Tab
- Click the Search icon to open searchable fields
- Enter a name in the blank under the Assigned To field (Or an applicable value into any field you.
- Press Enter. The list will be searched and only work orders with the name entered will be shown
Option 2: Advanced Search
- Click the Work Orders Tab
- Click the Advanced Search icon
- Click the Column Selection icon if you would like to edit the columns shown or the order in which they are displayed.
- In order to add or remove a displayed column, click the check-box next to the column of interest.
- In order to move a Column
- First, select the Column you would like to move by clicking on the Column name (do not click the check-box)
- To move the Column to the left or right, click the respective up or down arrow. (Up – Left and Down – Right)
- To start a new search, click Reset Filter
- 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.)
- Select an option from Criteria from the drop-down menu (Statement creating an inequality)
- Click the Choose button (Brings up a list of possible Column values)
- Select one or more options from the pop-up window
- Click Ok button
- Click “+” to Add another Filter
- To Delete a Filter, click the “—“ next to that Filter
- Only enabled when there’s more than 1 Filter
- Repeat Steps 8 through 12 when adding more filters.
- Once all filters have been added, click Search to display the results
Tasks
- Click the Work Orders Tab
- Click the Task search icon
- Enter a Task Title, Status, Priority, Group, and/or Owner to filter tasks.
- Click Search. The list will be searched and only tasks that fit the constraints will be shown.
List Column Layout
Work Orders
- Click the Work Order Tab
- Click the Work Order Columns icon.
- Add columns to the work order list by checking the boxes, uncheck the boxes to remove them. Checked boxes automatically move above unchecked.
- 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.
- Click Save
Tasks
- Click the Work Order Tab
- Click the Tasks Columns icon.
- Add columns to the tasks list by checking the boxes, uncheck the boxes to remove columns.
- You may also change the order of columns by dragging the icon to the left of the column name.
- When finished arranging, press Save
Favoriting and Re-Arranging Work Order Views
- Click the Work Order Views drop-down
- 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
.
- The order of views can be adjusted by dragging the icon to the left of the star.