Task Grid - Revision history

Mwillard at 17:46, 15 December 2022

2022-12-15T17:46:03Z

Mwillard: Mwillard moved page Taskgrid to Task Grid

2022-12-15T17:38:41Z

Mwillard moved page Taskgrid to Task Grid

Mwillard: Created page with "==General Information== '''How to Access''' :'''URL''' TaskGrid_S.htm :'''Shortcut Icon Bar''' File:Item_Master_Icon.png ===Master Screen=== ===How To: Print Workorders=..."

2022-12-15T17:38:20Z

Created page with "==General Information== '''How to Access''' :'''URL''' TaskGrid_S.htm :'''Shortcut Icon Bar''' File:Item_Master_Icon.png ===Master Screen=== ===How To: Print Workorders=..."

New page

==General Information==
'''How to Access'''
:'''URL''' TaskGrid_S.htm
:'''Shortcut Icon Bar''' [[File:Item_Master_Icon.png]]

===Master Screen===

===How To: Print Workorders===
Workorders can be filtered and printed based on resource, day, client, and many more. For example, to print all the workorders for a single resource for that day:

:1. Go to the '''Resources''' filter in the '''Set Up''' menu, uncheck the box next to '''All Resources and check the box next to the person whose work orders will be printed.
[[File:All_Resources.png]]

:2. Create a filter for today's date.
::* '''Date Filter''' Schedule Date
::*'''Include/Exclude''' Equals
::*'''Start''' Now
::* Press the blue '''+''' button to add the filter selections to the filter bank.

[[File:Task_Grid_Date_Filter.png]]

3. Choose '''Refresh Table''' from the '''Actions''' menu.

4. Click in the '''Select All''' box at the top left of the table to select all of the workorders.

[[File:Task_Grid.png]]

5. Choose '''Print Records''' from the '''Actions''' menu. The '''PDFs''' page will appear in another tab with separate work orders ready to print.

[[category:Task Management]]

@@ Line 7: / Line 7: @@
 ===How To: Print Workorders===
-Workorders can be filtered and printed based on resource, day, client, and many more. For example, to print all the workorders for a single resource for that day:
+There are a number of options for filtering and printing workorders, including but not limited to resource, day, client, priority, and department. For example, to print all the workorders for a single resource for today:
-:1. Go to the '''Resources''' filter in the '''Set Up''' menu, uncheck the box next to '''All Resources and check the box next to the person whose work orders will be printed.
+:1. Go to the '''Resources''' filter in the '''Set Up''' menu, uncheck the box next to '''All Resources''' and check the box next to the person whose work orders will be printed.
 [[File:All_Resources.png]]

← Older revision	Revision as of 17:38, 15 December 2022
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