The Jobs list: grid, list, status and delete
Use the Jobs page (headed "Projects") to search every job, switch between grid and list, change OPEN/WON/LOST status and delete a job.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
2:23
Scenes
6
Lesson
2.7 · Jobs & customers
File name
02-07 jobs-list.mp4
Before you record
- A workspace with at least a dozen jobs.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: The Jobs list: grid, list, status and delete | /projects | Title card, then the first screen of the lesson. | When the board is too visual, the Jobs list is a searchable table of everything. |
| 1 | 0:2027s | Open Jobs | /projects | Click "Jobs" in the sidebar. | Jobs in the sidebar opens the Projects page; same records, different view. |
| 2 | 0:4727s | Switch to list view and search | /projects | Click the list icon. Type a client name into the search box. | List view gives you a table with status and revenue. Search narrows it instantly. |
| 3 | 1:1427s | Change status from a card | /projects | Switch back to grid. On a card open the status dropdown and pick OPEN, WON or LOST. | The dropdown on each card changes the job status directly. Delete is in the same menu, behind a confirmation. |
| 4 | 1:4127s | Open a job | /projects | Click a card or row. | Click any card or row to open the job page. |
| 5 | 2:0815s | Recap & next lesson | /projects | Hold on the finished result, then the end card. | Next: the Customers page, which rolls up every job per homeowner. |
Narration, in order
0. Intro: The Jobs list: grid, list, status and delete
0:00 · 20sTitle card, then the first screen of the lesson.
When the board is too visual, the Jobs list is a searchable table of everything.
1. Open Jobs
0:20 · 27sClick "Jobs" in the sidebar.
Jobs in the sidebar opens the Projects page; same records, different view.
Show before cutting: The page heading reads "Projects" with the search box "Search by project or client name...", a grid/list toggle and "Create new project".
2. Switch to list view and search
0:47 · 27sClick the list icon. Type a client name into the search box.
List view gives you a table with status and revenue. Search narrows it instantly.
Show before cutting: Columns: Project, Client, Status, Revenue, Created. Rows filter as you type.
3. Change status from a card
1:14 · 27sSwitch back to grid. On a card open the status dropdown and pick OPEN, WON or LOST.
The dropdown on each card changes the job status directly. Delete is in the same menu, behind a confirmation.
Show before cutting: The badge updates. Choosing DELETE opens a "Delete Project" confirmation.
4. Open a job
1:41 · 27sClick a card or row.
Click any card or row to open the job page.
Show before cutting: The job page opens.
5. Recap & next lesson
2:08 · 15sHold on the finished result, then the end card.
Next: the Customers page, which rolls up every job per homeowner.
Related lessons
The job board: stages, cards and drag-and-drop
Read a board card at a glance, move jobs between stages by dragging or with the menu, search, show lost jobs and understand which moves happen automatically.
Jobs & customersBeginner10 min
Mark a job lost, reopen it, or delete it
Keep the board honest: mark jobs lost so they drop out of totals, reopen them when the homeowner calls back, and delete test jobs completely.
Jobs & customersBeginner4 min
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