Add custom filters and columns to the jobs list

Add custom filters

You can add custom fields to the jobs list to filter the list by your choosing.

1. Go to Settings > General Settings > Jobs Lists and select Add field.

2. Select the fields you'd like to appear on any jobs lists.

3. Select OK, and then Save.

When you return to the jobs list, you should now have the option to filter by the fields you just added.

Add date columns

Add a column to your jobs list to show other key task dates from your jobs - for example the date that records have been received from your client.

1. Go to Settings > Jobs and select the relevant job and task.

2. Select the Advanced tab and tick Store task completion date.

3. Enter a field reference for the task completion date, then select OK.

4. Go to the Dates tab for the job, and select Add date.

5. In the offset field, enter the same field reference that you used for the task completion date and add "+0d" to the end.

6. Select Yes under "show as column", and enter a column name. Save the job.