Switching Views
Navigation:
Go to Work Orders under the CMMS section. Use the view toggle at the top of the page to switch between views.
List View
A compact, scrollable list for a quick overview.
Displays:
Work Order Title
Work Order ID
Connection Name
Asset Name
Asset Serial Number
Number of Procedures Attached
Assignee
Creation Date
Scheduled Date
Work Order Status
Table View
Ideal for data-heavy review and sorting.
Includes all List View columns, plus:
Created By
Connection Contact
Custom Fields (from Settings)
Sorting options:
Work Order Name
Scheduled Date
Creation Date
Board View (Work Order Board)
A visual layout for managing work order stages and enhancing team collaboration.
Key Features:
Visual Workflow: Columns represent statuses or single-select custom fields (e.g., Priority, Team). Cards represent work orders.
Real-Time Drag-and-Drop: Move cards between columns to update status or field values instantly.
Custom Boards:
Click + Create Board
Select a single-select custom field
View your workflow by that field
Sorting within Columns:
Name (A-Z / Z-A)
Created Date (Latest / Oldest)
Updated Date (Latest / Oldest)
By default, the board opens in the Status view, showing work orders by their current status.
Map View
Visualise work orders geographically.
Each pin represents a connection’s address.
Click a pin to view all work orders for that connection.
Toggle between multiple work orders from the same connection in the pop-up.
Calendar View
Ideal for scheduling and deadline management.
Displays work orders by scheduled date.
Clicking a work order shows full details.
Pro Tip:
Each view has unique advantages. Switch between them based on whether you're planning, tracking status, managing field tasks, or reviewing performance.