The scheduler in Boatyard lets you save custom views so you always see the right technicians in the right order when you open it. This article explains how to create, manage, and switch between saved views.
Customizing Your View
Before saving a view, set it up the way you want it:
Reorder technicians: Drag and drop technicians into your preferred order. By default, technicians are listed alphabetically.
Filter technicians: Use the filters to hide any technicians you don't need to see in this view.
Filter Event Assignor: Use the filters to only show jobs for particular assignors.
When you've made changes to the current view, a red dot will appear next to the view name. This is a reminder that you have unsaved changes.
Saving a New View
Click the view name where the red dot appears.
Select New View and give it a name.
Your view is saved and available from anywhere in the dashboard.
Note: Saved views are shared with all team members at your location. Anyone at your location can select and use any saved view.
Switching Between Views
Use the view selector in the scheduler to switch between your saved views, the default view, or any other saved views at any time.
Editing a Saved View
To make changes to an existing view:
Click the edit icon next to the view name.
Rename or delete the view as needed.
If you've made changes to the layout (reordering or filtering technicians), you'll be prompted to either save the changes to the view or reset to the previously saved version.
Deleting a View
Click the edit icon next to the view name.
Select Delete.
Deleting a view removes it for all team members at your location.