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How to Use the Scheduler in UpKeep

Assign unassigned work orders with full control using drag-and-drop scheduling.

Updated today

Available On: Professional, Enterprise

While UpKeep offers a Smart AI Scheduler to automate assignments, you can also choose to schedule work orders yourself to set your schedules. This gives you total control to filter, plan, and assign tasks exactly how you want — no automation required.


How to use the Scheduler

1. Open the Scheduler

  • Click Scheduler in the left-hand menu of your UpKeep account

2. Filter Work Orders

  • At the top of the screen, select Filter & Sort

  • Narrow down which work orders you want to see using filters like:

    • Priority

    • Location

    • Asset

    • Work Order Type (PM vs Reactive)

    • Parts availability

3. Choose Your Team Members

  • Click the Team Members dropdown to:

    • Select specific technicians

    • Or filter by team, location, or role

4. Set Your Time Range

  • Toggle between Day or Week view

  • Use the date picker or arrows to find your desired schedule window

5. Drag and Drop Work Orders

  • Drag a work order from the Unscheduled section at the top

  • Drop it directly into a time slot under a technician’s column

  • You’ll see it visually placed in the calendar at that time

6. Save Your Schedule

  • Once your assignments are complete, click Save Schedule in the top-right corner

Note: If you want to reset the schedule you've set, select the Reset Button


How to View Schedule Risks

With the Scheduler you can look at possible risks of overdue Work Orders as well as when the technician is double booked.

  1. Go to the Scheduler

  2. Select the ⚠️ symbol

  3. Now you can view and take action on the flagged Work Orders

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