Creating and saving Job Views to keep track of upcoming Activities is very helpful to keep your shop running smoothly. Below you will find the steps to create a Job View showing Installs that are scheduled in the next three days. You can modify the number of days to show more or less, depending on how far out you want to look.
- Go to Jobs > click the Customize button > Add Filter.
- Select Job Activity Status as the Filter Type.
- Choose At Least One > Install as the Activity Type.
- Click the Change button next to Start Date: > select Range Of Dates.
- Click the Change button next to From: > # of days from today > 0 days from today.
- Click the Change button next to To: > # of days from today > 3 days from today.
- Set Status to Is Not > Complete > then Save.
- Click the Add Display Fields icon to select or remove the Fields you want to be displayed as columns in this View > Apply.
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Save this View for quick access in the future.