XPH | Homepage - Include Job Status in list
The Jobs List on the Old Home Page is a useful tool as it shows the status of Jobs allocated to you with out having to navigate away. This is important when more than one member of staff is allocated to a job. Allows you to know when to review or if a job has been sent for approval without navigating away from the home page.
William Roberts
shared this idea
Hi team, we wanted to round back on this idea to confirm that State is a column within the Jobs widget on the Xero Partner Hub homepage.
However, we have also recently made an update to allow filtering by state from this widget.
I appreciate there are a couple of other ideas that have arisen in feedback here and encourage you to start a new idea for anything additional that would help you get more use of Xero Partner Hub. Thanks
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Diane O'Donnell
commented
It would be handy to be able to customise the filter the jobs in this widget. I would love to remove the "finalised "jobs from my list as they are no longer my responsibility. They will now stay on the list until they are billed out which I can do nothing about.
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Rachel McCoy
commented
also add this option to 'State' as the Admin Manager for our firm, I'm always needing my team to collate docs for Jobs ast Wait on Sign when clients are due in the office for an appt
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Jessica Vale
commented
Please bring back the filter/toggle option for Client column in Jobs page of a Group (like what you can currently do with Name column). This was a handy function in the old layout.
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Michelle Fletcher
commented
Could we also update the status of the jobs on the home page, with out having to click through to the jobs page