Set-up
Tudodesk Back-office
Mac or PC
What's this for?
This tutorial will help you create a live list of all active jobs with a smart view and show you how to print a report.
What you should know
The live boards segment your jobs to open jobs by status. You may want a more generic report of all open jobs. This article will help you build that.
The live boards show open documents. When you archive a document, it becomes closed and will be removed from the boards. If you are not familiar with archiving, read this article to learn more.
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How to create a smart view of open jobs
Login to the back-office
Click the document list icon in the left side menu.
Remove any existing filters in the top filter bar.
Click 'Add filters'
Click 'Board'
Select your Job board from the pop up modal
Click 'Add filters'
Click 'Archive'
Click 'Open' from the modal
This will filter the results to all 'open' jobs.
Click 'Save segment'
Enter 'Open jobs' in the name box
Click 'Save segment'
This will save the list so you can return to it again in the side navigation list under 'Smart views'
How to print a report
Open the smart view from the smart view list in the side navigation.
If you want to print all results, check the first item only. Otherwise, you can check the individual rows to print.
Click the Batch menu in the sub-navigation bar.
If you want to print all rows, click Select All.
Click Print Report.
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