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Best Practices When Using Calendar Views

There are 4 major steps you should take when using the Calendar View: "Full Screen", “Filter”, “Take Action” and “Customize Display”.

1. Full Screen

Entering full-screen mode will always give you the best view of the Schedule. You can achieve this by using the diagonal arrow button in the top left corner.

2. Filter your Data

The first thing you should be always doing is Filter what information you need. You can “Filter” your list to show only the information needed. For example, if you want to show only the Shifts for a specific Venue or Location.

Shifts page with the Places filter open.

3. Take Action

Select all the Shift blocks you want to act on.

Selected shift blocks in the calendar view of an opportunity schedule.

Once you have done this, you can use the Take Action button to make the bulk update. For example, a bulk action can be moving shifts to a different date.

Bulk Action menu open with Start/End time highlighted.

Another way to move the Shifts by date is by using the “drag and drop” feature.

This is the pop-up screen you get if you use the “Drag and Drop” function.

Drag and drop confirmation screen stating how many shifts are being moved and how far back or forward in the schedule they are being moved.

This is the pop-up screen you will be getting if you are using the “Take Action - Move Day” function.

Move Day screen with clickable calendar dates.

4. Customize the Display

To manage the information on a shift block, click Customize Shift Display Customize Shift Display button with three dots and three horizontal lines..

Customize Shift Display screen with selectable shift details such as start time, end time, place, and more.

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