In this article you find more information about the different buttons and functionalities on the schedule page (Planning) in the web version.
Show (1)
Tools (2)
Filters (3)
Show
With the button 'Show' you can see decide what you see or don't see on this schedule page. If you're not using certain functionalities, you can hide those to keep a the schedule clear.
➡️ Some examples: profile pictures, the weather forecast, your team's availability, revenue.
Tools
With the 'Tools' button you can make scheduling easier thanks to some quick actions.
Edit multiple shifts: Select multiple shifts for which you want to make an adjustment, for example change the start time.
Load template: Load a saved template into a certain week.
Save as template: Save a schedule as a template, so you can reuse it again later.
Manage templates: Manage the different templates and rename them.
Clear this week: Delete all shifts on the schedule for this week.
Add event: Add a special event to the schedule.
Export schedule: Export the schedule of a certain period to Excel.
Settings: Choose the rounding of the start and end time of shifts. This can be down to the minute, or per 5, 10, 15 or 30 minutes.
Filters
At the top left, you can set filters:
Team members: you can search and select team members.
Venue & team: If you have multiple venues, you can use this filter to see the schedule of one or multiple venues. If you want to see the schedule of a specific team, you can select one or more teams.
Status: With this filter you can choose to only see published, unpublished, open shifts or shifts with trade requests in the schedule.
⚠️ Note: While making the schedule you can easily switch between two views. Read more about it in these articles: