Job View: Jobs With Unscheduled Templates

Do you need to see a list of Template Activities that are not yet scheduled? Apply a Filter to a Job View that shows Template Date to see which are missing a Date.

Be sure to Save the View for quick access later.

  1. Go to Jobs > Options and click + Filters.
  2. Remove any Filters by clicking the Remove icon to the right of the Filter.
  3. Click the Add icon across from Filters > Select Job Activity Status.
  4. Select At Least One > Select Template as the Activity from the drop-down list.
  5. Click on the Change icon > Select Empty > Save.
  6. Adjust the Display Fields if needed > Apply.