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Creating and Saving Filters for Efficiency

Steps to create and manage filters in the schedule view to enhance efficiency.

Written by Team Athletify
Updated over 4 months ago

The schedule view in Athletify is a unified calendar for your entire organization. Using filters is essential to narrow your view and avoid information overload.

1. πŸ” Accessing and Applying Saved Filters

If you already have a filter saved, you can apply it quickly:

  • Locate the Filter Menu: Click the filter menu near the top of the schedule view.

  • Select a Saved Filter: Click on the name of a previously saved filter (e.g., "Aquatics").

  • The schedule will automatically update to display only the programs defined by that filter (e.g., swim lessons and aquatics programs).

2. ✏️ Creating and Saving a New Filter

To create a new, custom view (like one for all your RecSports programs):

A. Clear Current Filters

  • Click the filter menu.

  • Select "Clear All" to remove any filters currently in place.

B. Select Your Program Criteria

  • Choose Programs: Go through the available program lists and select the programs you want to include in this new view (e.g., select multiple sports programs like basketball, soccer, etc.).

    • Tip: If you have many programs, you might want to create separate filters for different seasons (fall, spring, winter, summer).

  • Optional: Filter by Location/Staff:

    • You can further narrow your view by selecting specific locations or sub-locations.

    • You can also create filters based on particular staff members or staff positions.

C. Save the New Filter

  • Once you see the desired view on your schedule, return to the filter menu.

  • Click "Save as New".

  • Name the Filter: Enter a descriptive name for your new filter (e.g., "RecSports").

  • Click "Save".

3. πŸ”„ Quickly Switching Between Views

After saving your filters, you can effortlessly jump between different organizational views:

  • Go back to the filter menu.

  • Click on the name of the filter you want to view ("Aquatics", "RecSports", etc.).

Conclusion: Using and saving filters will significantly improve your efficiency as you browse and manage your organization's schedule in Athletify.

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