Sorting a List
Click the blue column name to sort the list in ascending order. Click again to sort in reverse order.
Right-click Filtering
Use right-click filtering to find someone's work orders in a department, or answer a question about all the orders for that person, or if a colleague is out sick and you need to check their work orders.
To quickly filter a list, right-click on a value in a column. Select either Show Matching or Filter Out.
EXAMPLE: In the Status column, we right-clicked on "Open" then selected Show Matching.
All requested items with the Status of "Open" are returned.
If Filter Out was selected, all items except ones with the Status of "Open" will display.
Group By
Pick a column heading to create a "group by" view. Our example groups by Task Summary view. To do so, right-click in the blue-column heading, Task Summary.
From the pop-up display, select Group By Task Summary. NOTE: If you have a large department, it may take a few seconds to create the view.
When the grouped by service type view displays, notice that the quantity per group type is provided in parenthesis after the group title.
Click on the arrow icon beside a grouping, to see the underlying detail for a Task Summary: Deactivate Voicemail is shown in the example below.
Click on the arrow in the top bar to view detail for all groups.
Another easy way to return to your ungrouped view is to click on My Work in the left-hand navigation pane.