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.

 

Instructions

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

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.