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Calendar View

Use the Calendar view in the Work Order module to get the big picture, open and manage work orders

Updated over 2 weeks ago

Watch the video or take a look at the guide.

Video

Guide

  1. Select the Work Orders module in the Main Menu.

  2. Click on the Calendar tab to view a monthly calendar with open work orders shown on the date they're due.

  • By default, you see the status, name, and priority of the work order.

  • Any work order surrounded in red means overdue.

  • Any grayed-out work order means it's a Preventive work order displayed on the planned Due Date.

3. Use the features to search for and change the information displayed on the Calendar:

  • Search - type in a key word to find specific work order titles

  • +Work Order button - Click on +Work Order to create a new work order

  • Quick Filters - select various filters to display results on calendar

  • Arrows - to move the week or month calendar display forward or back

  • Week/Month - click on name to change calendar display

4. Click on a work order name to open.

5. Click on the +more to view a list of work orders you can open.

Click on the name of a work order and drag it to another date to change the due date.

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