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How to Configure and Save Team Work Order Filters

Learn how to organize your workflow by creating and saving custom work order filters assigned to specific teams. This guide helps you streamline management by ensuring the right users have access to the relevant task information.

Filter Configuration

2. Click "Filter"

3. Start Building your filter. You can select as many attributes as you normally would building custom filters.

4. Once you are done setting up your filter Click "Save Filter Set"

5. Name your filter

6. Enable the "Save as team filter" checkbox.

7. Select a user group to assign the filter to from the dropdown and click "Submit" to save the filter.

8. To review, edit the name or manage the user groups that the filters are assigned to head to your Global Settings

9. Click "Global Settings"

10. Click "Work Orders"

11. Click "Team Filters" or scroll down

12. Here you can edit the naming and manage the user groups

13. You can assign the filter to additional groups or remove it

Final Verification

14. Confirm the new team filter is available in the filter dropdown.

This filter is only visible to the selected user group users.

If you are not part of the user group it will not be visible to you.

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