Work Orders Management
Work orders track your manufacturing and assembly tasks from planning through completion. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
The compasses live in the Work Orders page header. Visit Make > Work Orders to see them all.
The tour
1. Go to the Work Orders page
Work orders live in Make > Work Orders. The compasses for this tour live in the page header.
2. Filter work orders
Filter by status, template, date, or any custom field to zero in on what you're looking for. Combine multiple filters to narrow the list.
3. Search work orders
Quickly find work orders by number or item name. The list filters as you type.
4. Bulk actions
Select multiple work orders with the row checkboxes to perform bulk actions like printing. Click the checkbox in a status group header to select an entire group.
5. View options
Switch between List view and several calendar views: Mon-Fri (5-day week), Week (7-day), or Month. Your choice is saved and remembered.
6. Create a work order
Click New Work Order to start one from a template. Choose yield by units or batches, optionally split yield across multiple work orders, and set the production date and location.
Tips
- Work orders are grouped by status in the list view for at-a-glance progress tracking.
- Calendar views are great for long-running work orders and capacity planning.
- The bulk-print action saves time when prepping a day's batch.
