Job recurrences (Advanced): View, sort, search, filter & export
All job recurrences can be managed on a single page, regardless of the pipeline they belong to. You can easily view, edit, search, filter, and even export them.
Covered here:
Viewing recurrences
To view all job recurrences on one page—in order to sort, change or apply filters (a useful reporting tool)—go to Workflow > Job recurrences from the left menu bar.
You’ll see these column headers:
- ACCOUNT: who the recurring job is for, whether a company (a business account) or an individual (a personal account)
- PIPELINE: the pipeline the recurring jobs are in
- NEXT RECURRENCE: the date of the next job recurrence
- RECURRENCE: the job repeat period. Hover your mouse over the pipeline's recurrence to see the repeat dates/days of the week for it.
- ASSIGNEES: the team member this recurring job is assigned to (more on selecting assignees)
- JOB TEMPLATE: the name of the job template selected for this recurrence
To sort the Job recurrences list, click on the up-down arrow next to the column header. You can sort jobs by the account name or the next recurrence.
Searching for recurrences
To search for a recurrence, click the search button at the top right of the page. Enter a keyword into the search field, then press enter on your keyboard. The job recurrences list is narrowed accordingly. Click x in the search field to clear it.
Filtering recurrences
Use filters to find specific job recurrences. For example, filtering might help you find all job recurrences for a specific account or pipeline.
Filter recurrences either from the Job recurrences page or from a pipeline. From the Job recurrences page, you can track all of your firm’s recurring jobs; from the pipeline you can track recurring jobs only for this pipeline.
There are different ways you can filter a Job recurrences list:
- Account: see recurrences for a specific account
- Client tags: see recurrences for accounts with specific tags applied
- Contains any: when this radio button is selected, the filter will display recurrences for accounts that contain any of selected tags
- Contans none: when this radio button is selected, the filter will display recurrences for accounts that doesn't contain any of selected tags
- No tags: when checked, the filter will display recurrences for accounts that doesn't have any tags
Note! When you filter the client list while creating a new recurrence, filtering by Tags will follow the Contains all/Does not contain all rule — accounts that have or have not all of the selected tags will be displayed.
- Scheduled in: see recurrences that are scheduled/not scheduled in one or several specified pipelines.
- Job assignees: see only the recurrences assigned to specific team members
- Start date: see only the recurrences with start dates from a selected range
- End date: see only the recurrences with end dates from a selected range
- Next recurrence: see only the recurrences with the next recurrence date from a selected range
To apply filters, click FILTER in the top right corner, select one or more, then click APPLY. For more on using filters, visit this page.
