As a technician, you want to work as efficiently as possible and see what's relevant to you at a glance. In this article, we'll show you how to optimize your task overview to match your specific needs and preferences.
The main screen's overview can be visualized in three ways. You can customize your view by clicking the icons in the top-right corner:
The following views are available:
- An overview in the form of a table: This view displays all data in a table format, allowing you to customize which information appears.
- An overview in Kanban form: This view shows tasks moving through three status stages: open, planned, and executed. It helps you identify tasks that remain too long in the "open" stage.
- An overview in list form: This view presents all tasks in a simple list format.
Below we discuss the different views in more detail.
The Table View
With the table view you can:
- Customize the table by selecting or hiding columns
- Rearrange column positions
- Scroll horizontally to view all information
To personalize your table:
- Click the "select columns" icon in the top-right corner
- Choose which data columns to display
- Drag and drop using the dots next to each column name to reorder them
The Kanban View
With the Kanban view you can:
- Get an instant overview of open, scheduled, and completed tasks
- Drag and drop tasks between columns to update their status
The List View
The list view allows you to:
- See all tasks in a list
- Edit multiple tasks at once
To access the list view, simply click the list view icon
The list view displays all tasks organized by their status: "Open," "Scheduled," and "Executed."