Quickly find, filter, and organize your jobs in Arborgold using the Jobs tab. This step-by-step guide walks you through searching, filtering, and customizing your job view so you can streamline your operations efficiently.
How to Filter, Search, and Sort in the Jobs Tab of Arborgold
Searching for a Job
If you know the specific job, site, or PO number, take advantage of targeted search tools:
Step 1: At the top left corner, select the customer dropdown.
Switch to the Job option to focus your search.
Enter the job name, site, or PO number to quickly locate the job you need.
Navigating to the Jobs Tab
Stay organized by managing all active and archived jobs in one location.
Step 2: On the left navigation menu, click Jobs.
This displays your complete job list and sets you up for further sorting or filtering.
Filtering Jobs
Use filters and status tabs to focus on jobs based on specific criteria or progress.
Step 3: At the top of the Jobs page, select status tabs to categorize jobs. Use the search row on top to look up key details.
Step 4: For advanced filtering, click filters (between the action button and dates) to reveal options like job tags. This helps you pinpoint jobs, boost visibility, and save filter sets for future use.
Customizing and Rearranging Columns
Fine-tune your job view by adding, removing, and ordering columns according to your workflow.
Step 6: Open the column customization panel to review all available columns. Add new details—such as the city column—by selecting them in the drop-down menu. Rearrange columns by dragging the headers into your preferred layout. This allows you to surface the information that matters most to you.
Conclusion and Tips
Mastering job search, filtering, and column customization in Arborgold lets you organize your workflow and save valuable time. For additional help, reach out to Arborgold Support or explore the Arborgold Training Center. Happy organizing!
Frequently Asked Questions (FAQs)
Q: Can I save my filter and column setup for future use? A: Yes! Arborgold allows you to save filter sets and column configurations, so you can easily access your preferred layouts any time.
Q: How can I reset the Jobs tab to its default view? A: You can reset the Jobs tab at any time by removing all active filters and restoring the default columns using the column customization panel.
Q: What should I do if I can't find a specific job even after searching and filtering? A: Double-check your search terms and filters for typos or restrictive settings. If you're still unable to locate a job, verify user permissions or contact Arborgold Support for assistance.