There's 2 ways to keep track of your Jobs in MyConstruct.
Default View
The first is the default view, which is found under the "Jobs" menu and then "Manage Jobs" - this takes you to a table of all your jobs, with the default filter showing "Active Jobs".
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From here you can sort the jobs by clicking the titles across the top of the table or by using the built-in search feature. Jobs can also be filtered by using the dropdown menu and selecting the status you wish to view.
Custom 'Grouped' View
The second option is to use the 'Grouped View' that is accessible via the button in the top right or via the "Jobs" menu then "Manage Jobs: Grouped" which will show all jobs within their grouped by their 'Status' - by default MyConstruct comes with some default statuses:
- Active Jobs
- All Jobs
- Cancelled Jobs
- Completed Jobs
- On Hold Jobs
- Prelim Jobs
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But you can also add / update your own custom statuses to suit your business and they will become available to assign to your Jobs / Opps and also allow you to filter your 'Grouped View' however you like to track the progress of your jobs. Simply click on "Jobs" then "Setup" and then "Manage Status" to create your own custom statuses to assign and filter.
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Once you have some custom statuses set, they will appear in all of the filters (throughout MyConstruct) and can be used in your 'Grouped View', standard Job View and available to assign when you edit / update Jobs / Opps.
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