Adjust and manage the schedule

List the schedule

By default, users are displayed on the left side of the schedule. However, you can customize the view and choose to display other options. For example, you can choose to list scheduled tasks instead of users by selecting Task. This way, it becomes easier to follow and get an overview of specific tasks.

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Group the schedule

You can group the schedule based on all fields in your shifts and registers. By grouping, you gain a clearer, more structured overview of who is working on which projects, as well as who is performing a specific task. This makes the schedule more organized, which facilitates planning and improves visibility.

Filter in the schedule

To further customize the schedule, you can use filters.

Click on Filter and choose from the following options:

• Hide rows without shifts: Removes empty rows for a better, more focused overview of scheduled shifts.
• Hide rows with shifts: Helps you focus on available employees or on the parts of your business that need to be scheduled.
• Show only published shifts: Displays shifts that are visible to those who are booked or who have expressed interest.
• Show only unpublished shifts: Shows shifts that are visible only to schedulers.
• Add tag filter: Filter employees based on tags, such as work area or skills. Click on Filter and select Add tag filter to add relevant tags.
• Add register filter: Filter shifts based on specific details, such as tasks or customers. Click on Filter, select Add register filter, and then specify a user or one of your registers.

Save your settings in tabs

To quickly return to your customized views, you can save your settings in separate tabs. Click on ➕ at the top left, enter the title for your new tab, and press Save. Your saved tabs will then be displayed at the top of the page, allowing you to easily switch between them for quick access.