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← Training
Training20251 min

Filter Services on the Calendar

Use calendar filters to quickly find specific service types, properties, or date ranges, keeping your team focused on what matters today.

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Key Topics

1
Applying service type and property filters
2
Date range navigation on the calendar

Step-by-Step Guide

Filtering the Calendar View

1

Open the filter panel

While on the Calendar view, click the filter icon in the upper-right corner.

2

Apply filters

A panel slides in from the right. Filter by service type (Turn Services, Occupied Services) or work order type to narrow what's displayed on the calendar.

Filtering the Turn Board View

1

Open the filter panel

While on the Turn Board view, click the filter icon in the upper-right corner.

2

Filter by status

Use the checkboxes to show or hide turns by status: Active, Complete, or Cancelled.

3

Set custom date ranges

Use the date picker to define a custom range, or choose from preset options to quickly narrow the view to the timeframe you need.

Tip: Combine status and date filters to quickly find specific turns, for example, all active turns scheduled for the current month.

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Need help with this workflow?

Our team can walk you through it live, book a quick call.

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