Different Job Views can be saved to provide quick access to information displayed in ways that are useful for every user.
This sample View lists Jobs with a scheduled Template Activity that has not been confirmed. Save it for easy access later, and be sure to update the status of Activities in Jobs as they happen, to keep your information up to date.
To create a list of Installs, select Install as the Job Activity instead of Template.
- From any Job View, click the Customize button, then the Add Filters icon.
- Select to add a Job Activity Status Filter Type and Template as the Activity Type.
- In this example, the Start Date is set to show Template Activities that are scheduled but not confirmed on or after the current day.
