XPH - Improve Jobs Widget to show more information
Hi Team
I have been trialling the new Partner Hub for awhile now and keep reverting back to the old version simply because of the Jobs Widget. In the old version I could see the state of all my jobs at a glance on the left hand side. I have a GST job state set up so that I just click on that job to complete and file their GST returns. The new widget does not display enough jobs so I have to click into the jobs module, then click into filters and select GST filter then click on the GST client. What was once a 1 click solution has become a 4 click step. I have attached a screen shot of my old screen and the new screen so you can see what I mean.
Sarah Fogarty
shared this idea
Thanks Sarah for sharing your feedback here. We understand the request for a more dense Jobs widget that displays more items at a glance. Having greater visibility from the dashboard could make it easier to keep track of work without needing to open the full Job Manager.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Louise Munro
commented
With the jobs widget could we have the option of the client name, the job number gives very little real information at a glance and also the state of the job in the widget. maybe we cold make it a smaller or bigger box based on the detail level required like the client widget and tax widgets