Filtering Your Loads

Filtering The "My Loads" Screen

In Load Manager TMS, the "All Loads" screen displays loads across all statuses, giving you a complete overview. In contrast, the "My Loads" screen is customizable, showing only the load statuses you choose to focus on. You can select which statuses appear in "My Loads" by editing your user profile.
Follow these steps to personalize your view:
  1. Access the Users Section:
    • Navigate to the "Users" tab in the main menu and click it.
  2. Open Your User Profile:
    • Locate your username in the list and click it to view your profile settings.
  3. Find the Assigned Load Type Section to select the statuses that will be visible to you:
    • On the right-hand side of the profile page, look for the "Assigned Load Type" area. This section lists all available load statuses.
  4. Choose Your Load Statuses:
    • Hold down the "Ctrl" key on your keyboard to enable multiple selections.
    • While holding "Ctrl", click each status you want to appear in "My Loads." Selected statuses will be highlighted.
    • To remove a status, hold "Ctrl" and click it again to deselect it.
  5. Save Your Changes:
    • After selecting your preferred statuses, click the "Save" button to update your profile.
Important Reminder
Your customizations won’t take effect until you save. Always double-check that you’ve clicked "Save" before exiting the profile page.
Additional Resources
Conclusion
By following these steps, you can easily customize your "My Loads" screen to display only the load statuses that matter most to your work. This personalization not only streamlines your dashboard but also enhances your efficiency and focus, ensuring you stay on top of your tasks.
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