How to Use Filter Presets in Your Target Calendar
Jobman's target calendar contains a lot of information which can have one or more filters applied to it at one time, e.g. Lead/Job/Project, Status, Type, Members, Task Operations, etc.
When you click into your target calendar, Jobman will re-select the filters you selected the previous time, but will forget them if you select something else.
If you regularly want to view your calendar with a specific combination of filters (for example, "Jobs/Commercial/Machining/John"), you can create Presets to save a combination of filters so you can easily run that same search whenever you look at your target calendar.
In this article:
Applying a Preset with Additional Filters
Creating a Preset
To create a preset, follow these steps:
- From your Target Calendar, select the Filters icon.
- Select the combination of filters that you want for your preset.
- Click Add new preset, enter a name, and Save Current Filters.
Note: Your presets are unique to your Jobman user account. Your staff members cannot view/edit your presets, and you cannot view/edit anyone else's presets.
Applying A Preset
To apply a preset, select Target Calendar > Filters > Preset and choose one of your saved presets from the drop-down. Then select Apply Filters.
You can click Reset to de-select these filters.
Applying a Preset with Additional Filters
When you select a preset, the search form will automatically populate with the filters contained in that preset. You can then apply additional filters, or even remove selected filters, before searching in the target calendar.
For example, say you have a preset called "Commercial Machining" which filters job tasks with the job type "Commercial" and the job status "Machining". On this occasion, you only want to look at job tasks in these categories which are assigned to your staff member John.
Choose "Commercial Machining" from the Preset dropdown, then select your additional filters - in this case, Job Members > John, then Apply Filters.
Note: this will not save the change to your preset, so the next time you select "Commercial Machining", it will not filter for Job Members > John.
Updating or Deleting a Preset
There is currently no option to save changes to an existing preset. If you need to update the preset's filters, we recommend deleting the existing preset and creating a new preset to apply the updated filters.
To delete a preset, select it from the Preset dropdown in Filters, then click the Delete icon.
You can now create a new preset following the above process to replace the preset you deleted.
Read More: Manage Your Target Calendar