You know the person or job is in there somewhere. Here is how to find it in seconds, on any list in NextCrew.
Summary
Every list has a search box, a Filter button, sortable columns and a column chooser. They work the same on Crew Members, Clients, Orders, Timesheets, Tasks and the rest. The one thing that catches people out: some lists open with a filter already on. Check the number on the Filter button before you decide something is missing.
How to do it
- Open the list from the menu, for example HR › Crew Members.
- To search, pick the field next to the search box (such as Name), then type.
- To narrow the list, click Filter, set what you want, then click Apply Filters.
- To sort, click the arrow next to a column name. Click again to reverse it.
- To add or hide columns, click the gear icon at the top right of the list and tick the ones you want.
- To group rows, open a column's menu and choose Group.
When you would use this
A client calls about a Crew Member. Search by name on Crew Members and you are on their record in seconds.
Someone asks how many open jobs a site has. Filter Orders by client, then read the count at the top right of the list.
You check the same thing every morning. Set the filters once, then save them as a view. See Save and share your own list views.
That covers finding things. The rest of this page is for when a list doesn't show what you expect.
On this page
Search
The search box looks in one field at a time. The field name sits just left of the box, for example Name or Client Name. Click it to search a different field.
Filters
Click Filter to open the filter panel. Each list has its own filters. Tasks, for example, can be filtered by due date, who they are assigned to, status, priority and category.
Set as many filters as you need, then click Apply Filters. The number on the Filter button tells you how many are on. Click the pin icon to keep the panel open while you work.
Some lists start with a filter on. Tasks, for example, opens with a date range already set. If a record seems to be missing, check the filters first.
Columns, sorting and grouping
- Show or hide columns: click the gear icon at the top right of the list. Search for a column, then tick or untick it.
- Sort: click the arrow next to a column name.
- Group: open the column's menu and choose Group. Rows are then grouped by that column. Choose Unsort in the same menu to clear a sort.
- Rows per page: change the number at the bottom of the list.
To keep your changes for next time, save them as a view.
Card and list layouts
Some lists, such as Crew Members, can be shown as cards or as a table. Use the layout icons next to the search box to switch.
If something's not right
| What you see | Check this first | Who fixes it |
|---|---|---|
| A record you know exists isn't in the list | The number on the Filter button. Clear the filters, or widen the date range. | You |
| Search finds nothing | The field next to the search box. You may be searching Title when you meant Name. | You |
| A column you need isn't there | The gear icon. Most columns are hidden until you tick them. | You |
| A whole screen is missing from your menu | Your role. What you can see is set by your NextCrew admin. | Your NextCrew admin |
Other ways people ask this
- How do I find a Crew Member?
- Why is my list empty?
- How do I add a column?
- How do I sort by date?
- How do I group by client?
- How do I see more rows per page?
Related guides
- Save and share your own list views — keeping the filters and columns you just set
- Export a list to Excel — taking the list you see into a spreadsheet
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