Filters
Filters allow you to include or exclude items based on any of your attributes. This helps you focus on specific parts of your schedule.
For example, you can filter by:
Team
Department
Supplier
Location
Status
Any custom fields
This makes it easy to quickly focus on the information that matters.
Grouping
You can also group items within your schedule.
Grouping allows you to organise your schedule by:
Department
Location
Team
Supplier
Or other attributes
This is useful when working with complex schedules.
Creating Views
If you'd like to quickly switch between filtered layouts, you can save a view.
To create a new view:
Apply your filters or grouping
Click Save View
Give your view a name by selecting the view in the top Views panel and typing the new name
If you want to share this view with other members of your editing team, click the 3 dots next to the view and select share.
Then select which users you wish to share it with
All views will appear in the the Views panel, making it easy to switch between them.
Switching Between Views
Once saved, you can quickly switch between views at any time.
This allows different teams to focus only on what's relevant to them.
Sharing Views
You can share views externally using the Share Link.
Simply:
Click Share
Copy the link
Send it to your team or stakeholders
This is a live link, meaning any updates you make will automatically appear.
The shared link will reflect your current view, allowing you to share specific filtered information.
For example:
Share a site team view
Share a production view
Share a supplier view
View Only Access
Shared links open in view-only mode.
This allows recipients to:
View the schedule
Navigate the information
But they cannot:
Edit
Modify
Exporting Views
You can also export your view as:
Excel
PDF
This makes it easy to share static versions of your schedule.