Partner Hub - Ability to "group by" and "filter by" headers in Jobs widget
XPM shows your currently assigned jobs on the left, separated and grouped into the status of the job. This functionality is currently lost in the Partner Hub beta. It would be great to be able to "group by" status, in the jobs widget so provide some separation between different status jobs.
Would also be ideal to be able to "filter by" in a similar fashion, only showing jobs with a certain status for example.
Even better would be the ability to have multiple Jobs widgets - for example I would want a widget where that only shows jobs where I'm assigned as Staff (which it already does) and another where it shows jobs where I'm assigned as Partner but only if status is For Review.
Hi everyone, we'd like to provide an update as we've recently released the ability to filter by state in the jobs widget on the XPH Homepage. 🙂
We don't have directly plans for grouping within the widget however our product teams are exploring the ability to add multiple of the same widget to the Xero partner Hub homepage.
For now, you'll be able to Filter for a State, or Reorder the column header of the widget by State. Thanks!