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Sorting Work Orders by Status

You can organize your Work Orders by status using either filters or grouping. Choose the method that works best for your workflow.

Option 1: Filter by Status

Use filters to display only work orders with a specific status.

Step 1: Open the Work Orders Page

  • From the dashboard, click the Work Orders tab in the left-hand menu

Step 2: Show Filters

  • At the top of the page, locate the Filters option

  • If it says Hide, click it to switch to Show

Step 3: Apply a Status Filter

  • In the filter options, select the Status dropdown

  • Choose the status you want to view

Step 4: Save the Filter (Optional)

  • Click Save Filter to keep these settings for future use


Option 2: Group by Status

Use grouping to organize all work orders into sections by status.

Step 1: Open the Work Orders Page

  • From the dashboard, click the Work Orders tab

Step 2: Group by Status

  • Locate the area above the grid that says:
    “Drag a column header and drop it here to group by that column”

  • Click and drag the Status column header into this area

Step 3: View Grouped Results

  • Work orders will automatically be grouped by status

Tips

  • Filtering shows only one status at a time

  • Grouping lets you see all statuses organized in sections

  • You can clear filters or remove grouping at any time to return to the default view

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