Available On: Lite, Starter, Professional and Business Plus
In Upkeep, filter your Work Orders list to display only relevant tasks. Use filters such as Location, Asset, or Assigned User to narrow down the Work Orders you need to see.
How to Filter your Work Orders
TIP: By default, admins will see all work orders for your entire team that has not been marked complete.
Navigate to your Work Orders section
The Filters bar has 8 buttons that you can select
Once the work orders you are looking for are filtered into your view, you can export them!
Filters:
Additional Filters - use this to further specify which work orders you are filtering
Includes Reactive vs Repeating WOs, Archived, additional date filters, asset filtering, and more!
Assignee - You can filter by the users assigned to the work orders
Location - you can filter by the locations your work orders are assigned to
Due Date - you can filter your work orders by the due date
Due date is different from Created Date, Completed Date, and Last Updated Date (which are all found under #1 - Additional Filters)
Work Order Status - you can filter by whether your work orders are open, on hold, in progress, or complete!
Priority - you can filter your work orders by its high, medium, or low priority
Quick Filters - see tip below, this is to open any quick filters you've saved
💡 If the search filter selected does not return any work orders, try adjusting the chosen filters. Remove the filters one by one to see what filters do not work.