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Task Table Settings
Customise your view of the Task Table
Options
Templates
Row Options
Select how many rows should be displayed on-screen
25
50
75
100
Fit to Screen
Quick Filter Options
Customise, Enable, or Disable Quick Filters shown on your Task List.
Select up to 4 Filters, and arrange their order
Idle Tasks (Over 2 Weeks)
Idle Tasks (Over a Month)
Tasks with No Shifts
Tasks with No Earnings
Tasks Awaiting Invoice
Tasks Awaiting Sign-Off
Tasks in Work Bank
Column Options
Select and arrange columns to be displayed on the Task List Table
Title
Company
Postcode
Task Type
Department
Depot
Work Instructions
Status
Department Status
Earnings Total
Pending Quote Total
Costs Total
Profit Total
PO Number
Uninvoiced Total
Site Completed At
Work Stream
Work Package
Project
Options
Templates
Templates
Select a template to use (or customise on the 'Options' tab)
Example Template 1
Quick Filters:
Idle Tasks (Over 2 Weeks)
Tasks with No Shifts
Tasks with No Earnings
Tasks Awaiting Sign-Off
Columns:
Title, Postcode, Department, Profit Total, Uninvoiced Total, Work Stream, Depot, Status, Earning Total, Costs Total, Work Package
Example Template 2
Quick Filters:
Idle Tasks (Over 2 Weeks)
Tasks with No Shifts
Tasks with No Earnings
Tasks Awaiting Sign-Off
Columns:
Title, Postcode, Department, Profit Total, Uninvoiced Total, Work Stream, Depot, Status, Earning Total, Costs Total, Work Package
Example Template 3
Quick Filters:
Idle Tasks (Over 2 Weeks)
Tasks with No Shifts
Tasks with No Earnings
Tasks Awaiting Sign-Off
Columns:
Title, Postcode, Department, Profit Total, Uninvoiced Total, Work Stream, Depot, Status, Earning Total, Costs Total, Work Package
Example Template 4
Quick Filters:
Idle Tasks (Over 2 Weeks)
Tasks with No Shifts
Tasks with No Earnings
Tasks Awaiting Sign-Off
Columns:
Title, Postcode, Department, Profit Total, Uninvoiced Total, Work Stream, Depot, Status, Earning Total, Costs Total, Work Package
Example Template 5
Quick Filters:
Idle Tasks (Over 2 Weeks)
Tasks with No Shifts
Tasks with No Earnings
Tasks Awaiting Sign-Off
Columns:
Title, Postcode, Department, Profit Total, Uninvoiced Total, Work Stream, Depot, Status, Earning Total, Costs Total, Work Package
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