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How to use project jobs and filters

This guide explains how to find project jobs, use filters, and understand the information shown on the project jobs page.

 Who can use this
  • Authors
  • Approvers
  • Project administrators
  • Company administrators

Before you start, make sure the following applies:

Make sure you have access to the project you want to view.

Open a project

  1. Select Projects from the left sidebar.
  2. Search for the project using the search bar.
  3. Open the project.
  4. The Jobs page will show the jobs for that project.

Understand the Jobs page

The Jobs page includes:

  • Breadcrumb navigation back to Projects
  • + Create Job button
  • Settings gear icon
  • Show filters
  • Job columns such as Reference, Job Name, Created Date, Expiry Date, Author, and Status

Use filters

  1. Select Show filters.
  2. Enter or select the filter criteria available to you.
  3. Review the filtered jobs list.
  4. Clear or change filters when you need to return to the full list.
Checking it worked

The jobs list should update to show the jobs that match your search or filter criteria.

Limitations and things to be aware of
  • I cannot find a job: Check spelling, remove filters, or search by a different project/reference.
  • I cannot create a job: You may not have the required role or permissions.
  • I cannot see settings: Project settings may only be available to project administrators or client administrators.