Available for:
- Roles: Administrator, Technician, Production, Provider
- Plans: Starter, Premium, On-demand
In your calendar, by default, you will see all tasks assigned to you, unfiltered.
This means that if no filter has been applied by you, tasks in all statuses will be displayed in your calendar, along with all types of tasks (individual tasks and tasks that are part of a maintenance plan).
How to filter by task type?
You can use the available filters to display only maintenance plan tasks, or only non-maintenance plan tasks, by simply checking the appropriate box.
You can easily recognize tasks that are part of a maintenance plan by the small calendar icon next to the task name.
How to filter by task status?
You also have the option to filter by task status, by checking or unchecking the appropriate filter: overdue, overdue and started, in progress, scheduled, completed, canceled.
There are 6 task statuses in Mobility Work:
- Late tasks appear in red;
- Late and started tasks appear in orange;
- Ongoing tasks appear in purple;
- Planned tasks appear in gray;
- Completed tasks appear in green;
- Canceled tasks appear in gray.
You can use the available task status filter to display only the interventions that interest you.
Deselect the status you wish to exclude from your view.
Other Filters
Labels
You can filter tasks in the calendar by their labels. Choose the labels associated with the tasks in the Labels field.
If you choose two or more labels, you must specify whether you want to display tasks that contain all the selected labels or tasks that contain any of the selected labels. To do this, select one of the options on the right: And or Or.
When the And option is selected, it looks like this:
When the Or option is selected, it looks like this:
To remove a selected label from the filters, click the small X in the label pill. To remove all selected labels, click the X to the right of the field.
Equipment
The Equipment filter allows you to selectively view only tasks directly related to specific equipment you have selected. This allows you to simplify your view and focus exclusively on the most relevant tasks for the equipment you manage.
Managing this filter works the same way as the label filter.
Cost Centers
Available for:
- Roles: Administrator, Technician, Production
- Plans: Starter, Premium, Ultimate
You can choose to list only tasks related to equipment belonging to the cost centers you have selected.
To select one or more cost centers, start typing the beginning of its name. As you type, the dropdown menu will adjust, offering the best result.
To remove a selected cost center, click the X button in the cost center pill. To remove all selected cost centers, click the X to the right of the field.
Assigned Users or Teams
Available for:
- Roles: Administrator, Technician
- Plans: Starter, Premium, Ultimate
This filter allows you to view tasks assigned to another user or a team. Simply start typing their name, and the dropdown menu will show the best match.
You can choose only one person or one team.
When the page opens, the filter is prefilled with the current user. The list shows first the teams, then colleagues. To remove it, select the field and delete the content.
How can I tell if filters are applied on the page?
The pill next to the Filters button shows if filters are applied. The number in the pill corresponds to the number of filters applied.
How to disable a filter?
To disable filters, click the X button next to the filter you wish to remove. If you want to remove all filters at once, you can click the Clear Filters button.
How to avoid entering the same filters every time the page is opened?
It is possible to save frequent searches. To do this, apply the relevant filters, click Save Filters, and then assign a name to the search before saving it.
The saved search will be highlighted when active.
How to delete a saved search?
To delete a saved search, simply click the X next to the name of your search.
How to deactivate my saved search?
If your search is active (blue) and has filters in place, but you want to remove all filters and deactivate the search without deleting it permanently, you can use the Clear Filters button.
The page will update to display all data (unfiltered), while keeping your search for future use (it will be gray since it’s inactive).
How to modify a saved search?
If you wish to modify a saved search by removing or adding one or more filters, here are the steps:
- Activate the search you want to modify (by clicking on its name).
- Make the desired changes.
- Save the new search using the Save Filters button, giving it a name.
- Delete the old search if you no longer need it.
Indeed, any changes to the filters in the search (adding or removing) will be treated as creating a new search.
If you haven't clicked Save Filters, the change won't be saved.