📅 How to View and Filter Schedules

The Schedules module gives you a central view of all recurring tasks — what's scheduled, how often, who it's assigned to, and which site it belongs to.

Viewing Your Schedules

1. Navigate to Schedules using the left-hand navigation menu.
2. You will see a list of all active schedules with the following columns:
   • Name — The schedule name. Click to open and view or edit the schedule details.
   • Form Name — The form template assigned to this schedule.
   • Repeats — How often the task recurs (Daily, Weekly, Monthly, Yearly).
   • Assign To — The team or individual the task is assigned to.
   • Site — The site the schedule is associated with.
   • Actions — Click the edit icon to make changes to the schedule.

Filtering Schedules

Use the filter tabs at the top of the page to narrow your view:

• Select Daily, Weekly, Monthly, or Yearly to show only schedules with that frequency.
• Select All to return to the full list.
• Use the Sites dropdown to filter schedules by a specific location.
• Use the Search bar to find a schedule by name.
• Select View to customize which columns are visible in the list.

Tip: If you have a large number of schedules, filtering by frequency first is the fastest way to find what you're looking for.