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Task Scheduler Views

The Task Scheduler supports multiple named views, each storing its own set of display settings, visible card fields, and filter bar controls. This lets different users or different workflows within your company and maintain separate saved layouts without interfering with each other.

Overview

A view is a named saved configuration attached to the Task Scheduler. When you switch views using the dropdown in the top-right corner of the filter panel, the page reloads with that view's card fields, filter bar, and display settings (start day, weeks shown, text size, item color, and crew chiefs setting). Views can be private to you or shared with your whole team.

Every user starts with a view called "My Settings". You can create additional views by copying an existing one.

View Settings Fields

These fields are set when editing a view via the gear icon button.  

Field Notes
Name of View Required. Shown in the view selector dropdown.
Everyone Can View When checked, other users can see this view in their Manage Views list and subscribe to it. When unchecked, the view is private to its creator.
Everyone Can Edit When checked, any user subscribed to the view can also edit its settings, card fields, and filters. When unchecked, only the creator can make changes.
Weeks to Display How many weeks of schedule are shown by default when this view loads.
Start of the Week Which day the schedule grid starts on.
Size of Text Controls the font size on scheduled-item cards. Options: Very Small, Small, Medium, Large.
Show Crew Chiefs Only When checked, the employee row list collapses to crew chiefs only by default.
Schedule Item Color Controls how item colors are assigned on the scheduler board (e.g., by status, by project type).

Card Fields

Card fields control which data points appear on each scheduled-item card on the board. Open the card field editor using the list icon button in the view toolbar.

The editor shows two panels. The left panel lists all available fields — check any field to add it. The right panel shows the currently selected fields in display order. Drag the handle icon (the three horizontal bars) next to any selected field to reorder it. Save when done; the scheduler reloads immediately with the updated card layout.

Filters

Filters control which filter controls are visible in the filter bar at the top of the scheduler page. Open the filter editor using the funnel icon button in the view toolbar.

The available filters are:

Filter Control Type
Assigned User Dropdown
Project Manager Dropdown
Project Text box
Task Dropdown
Department Dropdown
Crew Chiefs Only Toggle (checkbox)
Scheduled Only Toggle (checkbox)

The filter editor works the same way as the card field editor: check filters on the left to add them, drag on the right to reorder. Save when done; the page reloads with the updated filter bar.

How to Create a New View

Views are created by copying an existing view. You cannot create a blank view from scratch.

  1. Navigate to the Task Scheduler.
  2. In the toolbar at the top-right of the filter panel, click the copy icon button (two overlapping pages). 
  3. The Copy View modal opens. Enter a name for the new view.
  4. Set the sharing options: check "Everyone Can View" if you want other team members to be able to subscribe to it; check "Everyone Can Edit" if you want them to be able to change its configuration.
  5. Click Save.

The new view is created as a copy of the currently active view, inheriting its settings, card fields, and filters. The scheduler reloads showing the new view as active. It is assigned to you as its primary user.

If you are starting fresh with no existing views visible, open Manage Views and use the Copy View button there to create your first view.

How to Manage Your Subscribed Views

The Manage Views panel controls which views appear in your view selector dropdown and which is your default.

  1. In the view selector dropdown, choose --- Manage Views ---.
  2. The Manage Views modal opens, listing all views you have access to (your own views plus any shared public views).
  3. Check the box next to each view you want to appear in your selector.
  4. Select the radio button next to the view you want to load by default when you open the scheduler.
  5. Click Save.

Saving closes the modal and reloads the page with your updated view list.

How to Edit a View

You can only edit a view if you are its creator (primary user) or if the view has "Everyone Can Edit" enabled.

  1. Switch to the view you want to edit using the view selector dropdown.
  2. Click the gear icon button to open the View Settings editor, the list icon to open Card Fields, or the funnel icon to open Filters.
  3. Make your changes and click Save. The scheduler reloads with the updated configuration.

If a view is read-only for you, the editor will display a read-only notice instead of the form.

How to Delete a View

Only the user who created a view (its primary user) can delete it. Deletion is permanent — it removes the view and all associated settings, card fields, filter configurations, and user subscriptions for everyone.

  1. Open --- Manage Views --- from the view selector.
  2. Locate the view in the list. The Delete button is enabled only on views you created; on shared views that belong to someone else, the button is grayed out.
  3. Click Delete and confirm the prompt.

Before deleting a shared view, inform any team members who may have it selected. After deletion their selector will no longer include it.

Tips

  • Keep one shared "Company Default" view with "Everyone Can View" and "Everyone Can Edit" turned on so new users have something useful to subscribe to right away.
  • If a team member cannot see a shared view in their Manage Views list, verify that the view has "Everyone Can View" checked in its settings.
  • Card field order matters — fields higher in the selected list appear first on the card. Put the most operationally important field (typically the project number or client name) at the top.
  • You can maintain separate views for different roles — for example, a "Crew Chiefs" view showing only crew chief rows and a "Full Team" view showing all employees — and share just the relevant view with each group.