Navigating Through Job List

Why Choose Job List? (Pain Points & Benefits)

While Caction offers multiple ways to view tasks, each view serves a distinct operational purpose:

• Job Dashboard (Kanban View)

  Great for seeing progress step-by-step, but it cannot show lots of details or search through thousands of records at once. 
• Job Schedule (Calendar View)

  Best for planning dates and times, but it does not show deep job details or let you download large amounts of data.
• Job List (Tabular View)
  Makes handling big lists of data easy by showing full details in one clear table, letting you filter by multiple details, compare jobs side-by-side, and export directly to Excel.

How to Navigate to the Page?

1. Click the main navigation icon in the top-left corner.

2. Expand the Business Management section.

3. Select Job List.
   
   

How to Use the Filters: Left Sidebar vs. Normal Filters

1. The Left Sidebar is used for comprehensive, multi-field searches.
   
   
   
2. It allows you to specify exact criteria across Quick Search (Site/Customer, Project, Asset).
   
   
   
3. You can edit the date ranges.
   
   
   
4. You can select which job category. 
   
   
   
5. You are able to choose which job status. 
   
   
   
6. You can also select which user the job is assigned to. 
   
   
   
7. Click Apply Filter at the top of the panel to load results.
   
   
   8. The Normal Filter works similarly across many pages. It is a longer version of the Left Sidebar Filter. 
   
   *For a similar and detailed guide, you can visit this article: Normal Filter Guide 
   
   

How do the Box Filters at the Top Work?

The summary cards at the top of the page act as one-click shortcuts (e.g., In Progress, Completed, Alerted, Overdue). Clicking any summary box instantly darkens the color and filters the table below to display only jobs matching that specific status. 

Note: Just click it again to undo the filter. 

How to Set Up New Box Filters?

1. Define the specific filter parameters and conditions you want to save in the filters. (e.g., Job Status = Cancelled)
   
   
2. Click the + (Add Card) tile inside the Favourite Filter bar. It will prompt you to enter the name of your filter and save it. 
   
   
   
3. Enter your label name and click Save.
   
   
4. The new box filter will then automatically with the perimeters and conditions you set.
   

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