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How to view all archived (closed) Jobs
How to view all archived (closed) Jobs
Martin avatar
Written by Martin
Updated over a week ago

Set-up

  • Tudodesk Back-office

  • Mac or PC

What's this for?

This tutorial will help you create a live list of all closed jobs with a smart view.

What you should know

  1. The live job boards segment your jobs to open jobs by status.

  2. The live job 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

  1. Login to the back-office

  2. Click the document list icon in the left side menu.

  3. Remove any existing filters in the top filter bar.

  4. Click 'Add filters'

  5. Click 'Board'

  6. Select your Job board from the pop up modal

  7. Click 'Add filters'

  8. Click 'Archive'

  9. Click 'Closed' from the modal

  10. This will filter the results to all 'open' jobs.

  11. Click 'Save segment'

  12. Enter 'Closed jobs' in the name box

  13. Click 'Save segment'

  14. 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

  1. Open the smart view from the smart view list in the side navigation.

  2. If you want to print all results, check the first item only. Otherwise, you can check the individual rows to print.

  3. Click the Batch menu in the sub-navigation bar.

  4. If you want to print all rows, click Select All.

  5. Click Print Report.

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