Organize Your Schedule By Groups

The Job Schedule makes it effortless to create shifts or dispatch jobs for your team. By organizing the schedule display into groups - such as location, department, role, job, or any custom criteria - you can reduce clutter, quickly spot coverage gaps, and streamline dispatching with greater clarity and control.

In this article, we'll go over:

The most important first step is to define how your schedule will be structured and viewed. You can organize how your schedule is displayed by grouping it in different ways. Group by Users - organize the view by Smart Groups (such as department, branch, location, or manager), or by Custom Groups you create (like morning/night shifts), or choose to view the schedule by Jobs instead.

To set this up, navigate to your Job schedule settings, go to the 'Display' tab, find the 'Organize By Groups' section, set up your groups either by 'Smart Groups', 'Custom Groups' or 'Jobs'. This will ensure your schedule is organized in a way that makes sense for your specific business operations.

If you'd like to organize your schedule to be displayed based on your Smart Groups - such as by location or department, simply select the Smart Groups option as the display method, and choose the relevant groups from the dropdown menu. You can select multiple Smart Groups at once to tailor the view to your needs. This will ensure users are automatically arranged based on the smart groups they belong to.

If you choose custom Groups, you'll need to name each group - it can be 'Morning shift' or, as in our example, a job title like 'Cashiers'. Name your group and select which users to include for viewing in the scheduler. You can select more than one user, and will later also be able to edit your selections directly on the schedule.

If you want the view in your scheduler to be grouped by jobs, name the group and select from the jobs you have set in Connecteam that are assigned to the scheduler from the dropdown menu. You can include multiple jobs in each group and will later be able to edit your selections directly on the schedule.

To make changes to your groups, edit or delete them by following these steps:

Once you've accessed your schedule, click on View Options in the top left corner, then toggle on 'Organized by Groups' option. This will display your schedule based on the grouping you've set up in the settings, in the display tab - whether by Smart Groups, Custom Groups, or Jobs.

Please note: Only the Owner or an Admin with permission to edit settings can control which group view will be available when this toggle is enabled. However, any admin (even without these specific permissions) can still choose whether to view the schedule by the groups that were set up.

In the example below, you can see the schedule organized by jobs.

Owners or Admins with permission to edit the schedule settings can also edit the existing setup for organizing the schedule by groups directly on the schedule.