Customize and Filter the Jobs List

You can customize the Jobs screen to show the information that matters most to your team.

This includes:

• Showing or hiding columns
• Viewing subtask progress (e.g. 7 / 10)
• Filtering jobs by client, status, assignee, date, tags, and more
• Saving filters for quick access later

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Show or Hide Columns

1. Go to Jobs
2. Click the Gear icon (top right of the table)
3. Tick or untick the columns you want to display

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See Subtask Progress (e.g. 5 / 10)

To see how many subtasks are completed within a job:

1. Open the Columns panel
2. Enable Subtasks

You will then see a progress count such as 5 / 10, showing completed subtasks out of the total.

This allows you to quickly track job progress without opening each job.

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Reorder Columns

Inside the Columns panel, drag fields up or down to change the order in the Jobs table.

This helps you prioritize the information your team uses most.

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Filter Jobs

At the top of the Jobs screen, you can filter the list to focus on specific work.

Available filters include:

• Type (Jobs, Subtasks, or Client Requests)
• Date (filters by due date)
• Start Date
• Client
• Service Type
• Tags
• Assignees
• Status
• Client Groups

You can combine multiple filters to narrow the list further.

The Type filter controls which rows the list shows. By default it shows Jobs only, so subtasks are hidden until you add Subtasks to the Type filter. The Date filter follows the selected type: to see subtasks due in a date range, set Type to Subtasks and apply the Date filter, and the list shows subtasks matching their own due dates. Assignee filters can still include a parent job when the selected user is assigned to one of its subtasks.

To remove all filters, click Clear in the filter panel.

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View Completed or Past Jobs

Completed Jobs are hidden from the Jobs list by default. To review them, set the Status filter to Completed.

1. Go to Jobs
2. Open the Status filter
3. Select Completed

Combine this with the Client or Date filter to narrow the results.

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Save and Reuse Filters

If you regularly use the same filter combination (for example, “Payroll due this week” or “Waiting on client”), you can save it.

1. Apply your desired filters
2. Click the Saved filters icon
3. Select Add new
4. Name your filter

Your saved filters will appear in the Saved filters menu for quick access.

To delete a saved filter, open the menu and click the delete icon next to the filter name.

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Reset to Default

If you want to return to the original column layout:

1. Open the Columns panel
2. Click Reset to default

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Customizing and saving views in the Jobs list helps your team stay focused and quickly access the work that needs attention.