Creating Multiple Views

The task module includes some very flexible tools to view tasks or work orders. These views allow the user to manage and schedule tasks quickly and efficiently. The task windows can be configured to list tasks in a variety of views including the following:

There are 2 types of view options:

  1. Search View - This type of view organizes tasks so they can be listed, queried, or grouped by any field within the system.

  2. Schedule View - This view option should be used to schedule an employee, group of employees, or work group.

The main task view window is launched by selecting Labor > Task option from the main EBMS menu as shown below:

Each view can be labeled for specific purposes and each contains a user defined Query and Group. Right click on the tab of an existing view to open the context menu as shown above. Click on the New Search View or New Schedule View  to create a new tab view. Tabs can be moved by selecting the Move View option dialog as shown below:

Click on the any of the View tabs listed to move the tab to the left of the selected View. Click on the first or last option to move the tab to the far left or far right position of all the tabs.

Select the Delete View option to remove a view tab. This option does not remove any information from the system. The Delete View only removes the list configuration. The benefit of creating multiple views is that it allows the user to switch from one view to another quickly. The software does not need to reload and group information each time a new view is needed.

Each search view needs to be configured to list and group information in the desired format. There are 3 main options to set within each search view. These 3 options can be activated by clicking on the specific tool bar icon as shown below:

The Search icon  is used to show the Search field. The user may click on a column within the task list to identify the column that is being searched. A specific task can be located by typing information into the Search field in a similar manner as other lookup lists.

The Query icon  is used to limit the view to tasks that meet the query or filter condition. Review the Creating Queries section for details on creating Queries.

Click on the Group icon  to group tasks in groups. If the Group option is enabled, the system loads all the applicable tasks into memory. It is important to disable this option if a large number of tasks are being listed.

 Review the Schedule View section for more details on the 2nd view type - Schedule view.   

These views are maintained for each user within the Windows Registry. The view settings must be set within each computer.

 The following view combinations are common settings used in a variety of companies:

Group Label

View Type

Query Setting

Group Setting


My Schedule




This is an excellent view to view and change my personal schedule. Review the Scheduling Tasks > Schedule View section for more details

Employee Schedule




This view is  commonly used to schedule multiple technicians or employees.

My Tasks


Employee & Status

Start Date (or Due Date)

This is a good view to use for individual schedules.

Modified Today


Modified Today

Created By or Modified By

This view gives the user an easy way to locate a task that was modified today.

Waiting for Parts


Pending & Waiting for Parts

None or Worker

Review the Managing Tasks > Waiting for Parts and Materials section for more details.



Overdue (and manager)

Employee, Due Date, or Worker

This view is an excellent method to review tasks that are past due quickly.

To Be Approved


To Be Approved

Worker (or other task Type)

Review Managing Tasks > Approving Tasks and Assigning a Manager for more details on creating this view.

My Query


My Query


This query is used to allow the user to quickly change the query for specific uses.

Status (Worker View)



No Query if used in worker tab


This view is an excellent setting to use in the task tab of the worker.

The task view options within the EBMS task and work order system allows the user to query, group, and summarize tasks in a variety of ways. Contact your EBMS support rep for assistance in configuring this flexible task tool.