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.

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.

Need help with this workflow?

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