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The Schedule is your team’s calendar. It shows everything that’s been scheduled — jobs, lead activities, tasks, and time off — laid out by day and by person. This page walks you through opening the Schedule and getting it to show exactly the slice you want to see.
You don’t change anything just by looking. Switching views, grouping, or jumping to a different date only changes how the calendar is displayed — it never moves or edits what’s on it.

Video: Understanding Menaia Calendar Event Types (1:11)

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Open the Schedule

1

Go to Schedule

Choose Schedule from the main navigation. The calendar opens to the current period with today already in view.
2

Get your bearings

The controls live in a bar across the top. On the left you’ll find Today and the date arrows; on the right you’ll find the grouping and view menus and the Filters button. The calendar fills the rest of the screen.

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Choose how much you see: Day, Week, or Month

Use the view menu (the one showing Day, Week, or Month) on the right side of the top bar to change the span of time on screen.
  • Day — a single day in detail. Best when a day is busy and you want to see each event clearly.
  • Week — the standard view. A full week side by side, so you can spot gaps and overlaps at a glance.
  • Month — the big picture. A whole month, handy for planning further out.
Start in Week for everyday work and drop into Day when a particular day looks packed.

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Group by people or by jobs

Next to the view menu is a second menu that switches between User and Job.
  • User lays the calendar out one row per person, so you can see each team member’s day. Active subcontractors get their own rows too, shown with a Subcontractor label under the name — so a job staffed only by a subcontractor still appears. A subcontractor’s row holds jobs only, not tasks or time off.
  • Job groups events by the job they belong to, and shows the assigned people — including any subcontractors — as small avatars on each event, useful when you care more about “who’s on this job” than “what is this person doing.”
Pick whichever matches the question you’re trying to answer.

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Move around in time

  • Today snaps the calendar back to the current period — your quickest way home after browsing around.
  • The left and right arrows step backward and forward one Day, Week, or Month at a time, depending on the view you’re in.
  • The label between the arrows tells you exactly which range you’re looking at.

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Read the calendar

Everything on the calendar is a colored card. The color tells you the activity type, and the card itself shows the essentials — usually the client or title and the time range.
  • Jobs show the client and job, plus assigned people (as avatars) in Job grouping.
  • Lead Activities show the lead’s name. A green check means the customer has confirmed the visit, a flame icon marks a hot (high-priority) lead, and a shuffle icon marks a flexible client.
  • Tasks show the task title or type.
  • Time Off shows the reason and the time range.
A small eye-off icon on a card means it’s unpublished — it’s been drafted but the team hasn’t been notified yet. In a multi-branch setup, a small colored pill on a card names the branch it belongs to. Select any card to open its details, where you can review or edit it.
If nothing is scheduled for the range you’re viewing, you’ll see Nothing scheduled along with a Create New button so you can add something right away.

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Narrow it down with Filters

When the calendar is crowded, the Filters button opens a panel where you can limit what shows. You can filter by People (team members and subcontractors together), Clients, Role, Activity Types (Jobs, Lead Activities, Tasks, Time-Off), and Status (Published or Unpublished). A number next to the Filters button tells you how many filters are currently on, and Clear Filters resets them. If you find yourself setting the same filters again and again, you can save them as a reusable view.
For the full walkthrough of saving and reusing filter sets, see Filter and save views.

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Add something from the Schedule

The Create New button in the top-right corner lets you add to the calendar without leaving it. It opens a short menu with Lead Activity, Job, Task, and Time Off. You can also click an empty time slot directly on the calendar to start creating in that spot.

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What’s next

Schedule a job

Put a job on the calendar, assign the crew, and notify the team.

Filter and save views

Build a filtered view once and reuse it whenever you open the Schedule.

Resolve a conflict

See what to do when someone is double-booked or unavailable.

Export shifts

Pull scheduled shifts out of the Schedule for reporting or payroll.