Filter Work Orders from Any Column

What is this?

Most columns in your Work Orders list have their own filter. Hover a column header and click the ... button. Pick a name, a status or a date range, or type a word to match. The list and the count tiles above it update right away.

Who's this for?

• Shop managers, to see one mechanic's work orders in two clicks.
• Equipment managers, to narrow the list by project, shop or due date.
• Mechanics, to find a work order by a word in its title or description.

How to use it

Step 1: Pick an assignee

Go to Maintenance > Work Orders. Hover the Assignee header and click .... Type a name in Search values and tick it.

Step 2: Read the filtered list

Press Escape to close the panel. The column shows a filter icon and a count. The Filters button and the status tiles now count only these work orders.

Step 3: Set a date range

Click ... on Due Date or Completion Date. Choose a from date, a to date, or both.

Step 4: Search a text column

Click ... on Title or Description. Type a word. Only work orders that contain it stay in the list.

The full details

• Works on: Web app, Work Orders list.
• Value lists: Assignee, Status, Type, Priority, Shop, Project, Geofence and similar columns. Vendors are marked Vendor.
• (Blank): Tick it to find work orders with no value in that column, such as no assignee.
• Combining filters: Filters on different columns narrow the list together.
• Same filter, two places: A column filter and the matching filter in the Filters panel are the same setting.
• Clear: Open the column menu and click Clear to remove that filter.
• Not every column: Cost totals and a few other columns have no filter. No ... button means no filter.

Tips

• Clicking the column name still sorts the list. Use the ... button to filter.
• Leave one date empty to get an open-ended range, like everything due after the 1st.
• Pair an Assignee filter with the Overdue tile to see who is falling behind.