Filtering the schedule
Search, department filters and team calendars.
The panel on the left of the Scheduling page controls whose work you see. This matters once you have more than a handful of people.
Filter scheduled jobs
The search box at the top filters the calendar to jobs matching what you type — job title, project or client. The calendar updates as you type.
Departments
The All departments dropdown limits the calendar to one department. Departments are assigned per person in Team members, so this is a quick way to see just the testing crew or just the environmental team.
Team calendars
Below the department filter is the list of everyone who can be scheduled.
- Entire team — the default, showing everyone
- An individual — click any name to see only their jobs
- Show All — resets the list to everyone
Each person is shown with their initials on their schedule colour, so you can connect a coloured bar in the calendar to a person in the list.
Combining filters
The filters stack. Selecting the Testing department and then typing a client name gives you that client's testing jobs only. Clear the search box and reset to Entire team to get back to the full picture.
Who appears in the list
Only team members with an Active account appear here. If someone is missing, an administrator needs to activate their account in Team members.