Worksheets List
How to use the Worksheets list to search, filter, sort, and open active or completed worksheets.
The Worksheets list is the control screen for open and completed worksheets. It is where you check what still needs submitting, see which worksheets are already complete, and open the route or work pack your team is actively using before moving into the Worksheet Detail Screen.
What You See First
- Status filter: The list opens on incomplete worksheets by default. Switch to Complete when you want finished worksheets only, or All when you need both together.
- Search: Search looks at worksheet names, which is useful when your team uses route names, date names, or staff names inside the worksheet title.
- Totals above the list: The description line shows the total value plus outstanding, complete, and missed job counts across the currently filtered list.
Reading the Table
- Name: The worksheet title. Click the row to open the full worksheet in the Worksheet Detail Screen.
- Assigned Member: Shows who the worksheet belongs to when your setup has multiple users.
- Vehicle: The van the worksheet goes out in, or a dash when it has none. The column shows once your business has a vehicle.
- Status: Incomplete worksheets show as In Progress until they are submitted and marked complete.
- Total Value, Complete, Missed, Unactioned, Total Items: These columns tell you how much work has been finished, missed, or still left unresolved inside each worksheet.
- Created: Useful when you need to spot older worksheets that were started but never wrapped up.
If your role doesn't include View Prices and Balances, the total value is left off the line above the list, and the Total Value column shows a dash, or goes when no worksheet on the page has one to show. See Editing a Role.
If your role doesn't include View All Worksheets, the list shows only the worksheets assigned to you. See Editing a Role.
Sorting and Filters
- Sorting: Name, status, and created date can be sorted from the table header.
- Business filter: On smaller screens, use the filter popup to narrow the list by business as well as status.
- Vehicle filter: Once your business has a vehicle, pick one or more vans to see only the worksheets going out in them, or No vehicle for the worksheets without one. Sold vans stay in the list, marked Sold, so you can still find their old worksheets. On smaller screens it's in the filter popup too.
- When to leave filters alone: If you are just looking for the current live worksheet, the default incomplete view is usually the quickest route. You normally only need more than that when you are checking older submissions or work created from Planner.
When Someone Else Makes a Change
The list keeps itself up to date. When someone else creates, renames, reassigns or submits a worksheet, or marks jobs on one, the list shows it within a few seconds without you reloading the page. It waits while you have a popup open, then catches up.
Related articles
- Creating a Worksheet: Use this when the worksheet you need does not exist yet.
- Worksheet Detail Screen: Explains what you can do after opening a worksheet from the list.
- Submitted Invoices Popup: Useful after submission when the worksheet has generated invoices.
- Add to Worksheet Flow: A common way worksheets are created or filled from Planner.