How to Create and Use Saved Views in the Scheduler
When you’ve adjusted your filters in the Scheduler just the way you want them, you can save that setup as a Saved View to quickly return to it later without resetting your filters each time
Creating a Saved View
Go to Scheduler in the sidebar
Apply the filters you want (such as priority, status, location, or team)
Select Views in the top-right corner
Click Save As… under Save Current View
Enter a name for your view and click Save
Accessing a Saved View
Open Scheduler, click Views, and select the saved view under My Views
Editing or Deleting a Saved View
Open Views and find the saved view you want to change
Use the pencil to Edit the name or the trash can to Delete
Why Use Saved Views
Quickly switch between common scheduling setups
Save time by not reapplying filters each time
Keep your Scheduler organized for different workflows
✅ Tip: Pair Saved Views with Smart Schedule to assign unscheduled work orders more efficiently