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The Schedule can show a lot at once. Filters let you cut it down to exactly what you want to see — just one crew, a single client, only published shifts — and saved filters let you keep that setup so you don’t have to rebuild it every time. You can even share a saved view with your branch and pin one as your default so the Schedule opens that way for you every time.
Filters only change what you see on screen. They don’t move, hide, or change anyone’s actual shifts.

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Open the Filters panel

1

Go to the Schedule

Open Schedule from the main navigation.
2

Click Filters

Click the Filters button at the top of the Schedule. The panel slides in from the side. When you have filters applied, the button shows a count next to it — for example, Filters (3) — so you always know the view is narrowed.

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Narrow the Schedule

Inside the Filters panel, each section lets you focus the Schedule a different way. Open as many or as few as you like — they all work together, and the Schedule updates as you go.
  • People — pick one or more people — team members or subcontractors — to show only their schedule. Use the search box to find someone quickly.
  • Clients — show only activity tied to the clients you choose.
  • Role — focus on a type of team member, such as Crew Member, Crew Leader, Sales Person, Sales Admins, Ops Manager, or Admin. Choose Subcontractor to show subcontractors.
  • Activity Types — choose which kinds of entries appear: Jobs, Lead Activities, Tasks, and Time-Off.
  • Status — show Published shifts, Unpublished shifts, or both.
  • Branches — when your account works across more than one branch, pick which branches to include.
As soon as one or more filters are on, a line at the top of the panel tells you how many are active, and a Clear Filters button appears next to it to reset everything in one click.
The Branches section only shows up if your account is set up to view more than one branch at a time. If you only work in one branch, you won’t see it — and you don’t need it.

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Save your current filters as a view

Once you’ve set the filters the way you like, you can save them so they’re a click away next time.
1

Click Save Current Filters

With at least one filter active, click Save Current Filters in the panel. A small Save Current Filters window opens.
2

Name the view

Type a clear Name so you’ll recognize it later — for example, My Team’s Schedule.
3

Decide who can see it

Leave Share with branch unchecked to keep the view private to you. Check it to share the view with everyone in your branch.
4

Save

Click Save. Your new view is added to the Saved Filters list at the top of the panel and is selected right away.
A saved view remembers the filters you picked — the people, clients, roles, activity types, status, and branches. It does not lock in a date; the Schedule always opens on the current day or week.

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Reuse a saved view

Open the Filters panel and use the Saved Filters picker at the top. Choose a view from the list, and the Schedule instantly applies all of its filters. You can search the list by name if you have a lot of saved views.

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Update a view after changing it

If you pick a saved view and then change a filter, the view is now different from what you saved. An Update Selected Saved Filter button appears so you can save those changes back onto the view. (You’ll only see this for views you own.)

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Rename or delete a view

In the Saved Filters picker, each view has small icons next to its name:
  • The pencil opens Edit Saved Filter, where you can change the Name and click Save.
  • The trash deletes the view. You’ll be asked to confirm, since deleting is permanent.
You can rename or delete a view you created. Views shared with your branch can also be managed by people on your team who have permission to manage them.

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Set a default view

If you almost always want the Schedule filtered the same way, pin a view as your default so it loads automatically.
1

Open the Saved Filters picker

In the Filters panel, open the Saved Filters list.
2

Click the star

Click the star next to a view to make it your default. A filled gold star marks the current default. Click the star again to remove it.
Your default is just for you and is remembered per branch — picking a default doesn’t change anyone else’s Schedule. From then on, the Schedule opens already filtered by that view, and you can still tweak or clear the filters any time.

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What’s next

View the Schedule

Learn how to switch between Day, Week, and Month, and read the calendar.

Schedule overview

Get the big picture of what the Schedule can do.