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Work Orders on the Calendar

Viewing Work Orders

Another helpful feature is the ability to view your work orders on the calendar. To use this, go up to the wrench menu again and click “WO by Date.” A menu will come up, prompting you to choose a date field by which to organize the work orders.

Wo by Date Window

1: For example, if you choose “ADDDATE" and click “OK,” you will see all of the WO’s placed on the calendar in the spaces for the days they were added. Keep in mind that these are not assignments. You'll notice that they have no contact information. These are simply work orders that have been placed on the calendar. They are, by default, a different color, in order to make it easier to distinguish between them and assignments.

WO by Date

2: If you hover over “WO by Date” in the wrench menu, you can click “configuration.” This will allow you to choose a different field by which to organize the WO’s.

3: you can also click “WO by Date” again to “uncheck” it. This will remove the WO’s from the calendar.


Much like “WO by Date,” another option in the wrench menu is “WO Grouped by Date.” Clicking it will prompt you to select a date field as well as a field by which to group the work orders.

Wo Grouped by Date Window

The work orders will be placed on the calendar, positioned by their
values for the date field you selected. They are also grouped together
in boxes, by the other field you selected, similar to the way
assignments are grouped by their contacts, provided they are on the
same day.

1: Let’s select, for example, “WO_DATE” for the date field and “WO_TYPE” for the grouping field. Click “OK” and you will see work orders displayed on the calendar, positioned by their WO dates and grouped together in boxes by their WO types.

2: The work orders will now be placed on the calendar, positioned by their
values for the date field you selected. They are also grouped together
in boxes, by the other field you selected, similar to the way
assignments are grouped by their contacts, provided they are on the
same day. NOTE: Up to 20 work orders can be in one group.Just like the “WO by Date” option, you can click on “configuration” to re-select your fields or you can uncheck “WO Grouped by Date” to remove the WO’s from the calendar.

Wo Grouped by Date

If you select a filter from the dropdown menu in the work order panel, the work orders that are displayed on the calendar will also be filtered by that criteria. This is helpful for locating specific types of work orders, while keeping them organized by their dates.

NOTE: Work orders displayed on the calendar can be edited. You can change the date or the number of hours, just like editing an assignment. However, you cannot reassign or delete work orders.