How To Filter Staff on the Scheduler in Tradify

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Job & Timesheets & Scheduling and Dispatch

Today we will show the steps to filter and change which staff members you are viewing on the scheduler.



Web Mobile
In Web App:
1. Head to 'Scheduler'
2. Click the small '>' button on the left of the scheduler.
Screenshot 2023-10-03 at 4.34.13 PM.png

3. This will bring up the staff list and jobs list, here you can tick or untick staff members to change the view.
Screenshot 2023-10-03 at 4.33.26 PM.png

4. Once unticked this will remove that users jobs from the Scheduler view. See below for reference to this.
Screenshot 2023-10-03 at 4.33.40 PM.png

5. You're all done!


Additional Information

For more info on the scheduler see here: Scheduling Jobs in the Scheduler

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