Jobs List

In the Trak platform, managing jobs efficiently is pivotal to ensuring smooth operations and staying on top of your business's tasks. This guide walks you through the essential features and strategies to effectively handle and organize your jobs.

Accessing and Viewing Jobs

The Trak platform offers multiple ways to access and view your jobs:

  1. Main Dashboard: Located prominently at the top, the jobs list on your main dashboard provides a quick overview of all active jobs.
  2. Jobs Tab: Navigate to the jobs tab for a detailed view where you can manage and filter your jobs based on various criteria.

Understanding the Job List

When you access your jobs list, each job entry includes:

  • Job Numbers: Unique identifiers for each job.
  • Job Statuses: Current status updates to track progress.
  • Allocated Users or Contractors: Information on who is assigned to each job.
  • Cycle Numbers: Useful for tracking recurring tasks or maintenance schedules.

Managing Job Visibility

Given the diversity of businesses using Trak, managing job visibility is crucial:

  • Status Management: Customize job statuses to determine whether they are hidden by default or displayed.
  • Filter Options: Use the show filters tab to search for specific job statuses like closed jobs when needed.

Customizing Your Job View

To accommodate different user roles and preferences, Trak allows extensive customization options:

  • Display Settings: Adjust the number of jobs shown per page for optimal viewing.
  • Sorting Preferences: Arrange jobs by date, status, or any other relevant criteria.
  • Saving Filters: Save frequently used filters to streamline your workflow and save time.

Filtering and Sorting Jobs

Trak provides robust filtering capabilities to help you find specific jobs quickly:

  • Filter by Job Types: Categorize jobs based on their type or category.
  • Client Filters: Easily locate jobs associated with specific clients.
  • Date Ranges: Filter jobs by their start and end dates for better scheduling and planning.
  • User Filters: Manage jobs based on the users or teams assigned to them.

Creating and Using Custom Links

Save time by creating custom links for recurring searches or specific job criteria:

  1. Creating Filters: Set up your desired filters for jobs requiring follow-up, overdue invoices, or other criteria.
  2. Saving Links: Save these filters as custom links for easy access and quick navigation.

Exporting Job Data

Efficiently export job data from Trak for external use or reporting purposes:

  • Exporting Options: Generate CSV files of filtered job data directly from the platform.
  • Integration Possibilities: Seamlessly integrate exported data into other reporting tools or systems.

Benefits of Effective Job Management

By leveraging these features in Trak, businesses can:

  • Enhance Organization: Keep tasks and responsibilities well-organized and easily accessible.
  • Tailor Platforms to User Needs: Customize views and filters to suit specific roles within the organization.
  • Increase Productivity: Streamline operations and reduce time spent searching for information.
  • Facilitate Reporting: Exported data can be used for comprehensive reporting and analysis.

Conclusion

Managing jobs effectively in the Trak platform is crucial for maintaining efficiency and oversight in daily operations. By utilizing its robust features for filtering, customization, and export, businesses can optimize their workflow and ensure that tasks are completed promptly and accurately. Whether you're tracking ongoing projects, scheduling maintenance tasks, or managing client engagements, Trak provides the tools needed to streamline job management and enhance overall business performance.