Hi - We have orders that we ship to land within a certain date range, eg March 15 - 17.
This date range lives within a column and a field tied to the order or the board ‘item’.
I’d like to be able to create a view for our Operations team where they can see all open orders and their delivery date ranges so that they can plan, etc…
What would be the best way to do that?
Thanks!
Hi @brianwbates. The simplest way to achieve this would be to set some filters on your board containing this data to achieve the summarized view you are looking for. You can then save this as a new view for your Ops team. The recent addition of advanced filtering makes it much easier to filter on a range of dates.
If this isn’t what you were looking for let me know!
Thanks
Mark
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