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
• Customizing the list of recurrences
• Searching for recurrences
• Filtering recurrences
• Exporting recurrences

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.

By default, you’ll see the following 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

You also can customize the list of recurrences.

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, pipeline, next recurrence or job template.

Customizing the list of recurrences

You can customize your list of recurrences in different ways. You can resize, enable, disable and move columns to your liking.

You can customize the size of each column. To do so, click and hold the divider between column names and resize it by moving your mouse.

To set up the columns you want to be displayed in the time entry list, click the gear icon on the top right of the table.

Here you can select the columns you want to be displayed. You can enable, disable or move any columns you want, except for the Account column. After clicking Apply, the table will be rebuilt with new columns.

Clicking  Reset will display all columns.

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.