Filtering Job & Task Information on your Dashboard
Your Dashboard can be a powerful one stop shop for useful views into your business. Please review this article to learn how to filter Job and Task/ To Do data right from the Dashboard.
When you login to FP, you will land on your Dashboard.
On the Classic view, Jobs will be in the top/ middle of page, with Tasks/ To Dos below. If you are not using the Classic Dashboard, these tiles may appear elsewhere, or not at all.
For Jobs, you can select to view by My Jobs or Approved Estimates Only. Clicking My Jobs, will just display the jobs for which you are a job contact. Jobs that are "My Jobs" will also display a tick mark in the "My" column. Approved Estimates Only refers to the optional Estimate approval routine, where Estimates can go from a status of In Review, to Submitted, to Approved or Declined.
You can also sort order of Jobs by clicking any of the column headers. How the list is sorting, is indicated by the placement of the arrow.
For Tasks/ To Dos, you have two drop down menus to select from:
The Assigned state of the Tasks.
And the Status, Type or Milestone of the Tasks.
If you tend to be the recipient of lots of tasks, you may wish to set your display to show Tasks Assigned to Me, with a status of Due Soon (Next 7 Days). If you are more the person assigning out tasks, you may wish to set your display to show Tasks Assigned By Me, that are Open (Assigned/ In Progress). You're not committed to any combination though, and can make changes as your day progresses.
You can also select the arrow to show your Tasks/ To Dos in a full screen view. Learn more here: Tasks - Accessing the Full Screen View