Recent Portal Updates
Work Portal Updates as of 1/14/22
Worklayer has recently updated the Job Management Table in Work Portal. Navigating into the My Jobs page will look a little different. We have updated the look of the Job Management Table to continue to bring you improvements.
Once on the My Jobs page, you will see the initial view of your jobs. The new table provides you all relevant information upon initial review. The table features new columns, which provide more insight into the progress of your jobs without having to open a job.
Columns:
- Job title
- The title of your job.
- Milestones
- Current Milestone the job is on.
- Team(s)
- Team associated with the job.
- Status
- Current status of the job.
- Total
- Total amount of the job.
- Submitted
- Date the job was submitted.
- Closed
- Date the job was closed.
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Filters allow you to narrow down the jobs to only the ones relevant to your immediate needs.
View
View allows you to only view jobs either submitted by you or picked up by you. This is useful if you have multiple jobs in your workspace that you are managing. Once a filter is selected, the table will automatically update the jobs.
Available 'View' filters:
- All jobs
- All jobs where you are a collaborator
- Picked up by me
- Jobs where you are a pro
- Submitted by me
- Jobs where you are the client
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Date Submitted/Closed
This filter allows you to filter for jobs based on the date they were submitted to when they were closed. The 'Date From' dropdown allows you to filter for a job by the submission date. The 'Date To' dropdown allows you to filter for a job that was closed before the selected date.
Clicking the icon on the right of the Search bar will give you access to the filters.
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'Add Filter' will open the filter dropdown displaying available options.
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Selecting 'Date Submitted/Closed' will give you the option to input your desired dates.
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Clicking the arrow icon will open the calendar picker.
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Status
The status filter allows you to filter jobs by status. You now have the option to select multiple statuses at once for convenience if you have a lot of jobs you want to filter. The table will update only with jobs matching the selected statuses.
'Add Filter' will open the filter dropdown displaying available options.
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Selecting 'Status' will display the available status options.
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Once a status has been selected, the table will automatically update.
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The search bar can be used to search for jobs based on job title, collaborators on the job, and the state the job is in. Typing into the search bar will automatically update the table's jobs.
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Last modified 1yr ago