Tailor your shift preview to highlight the most important details for your admins and users —whether it's job roles, locations, or layers. By customizing shift previews, you can streamline scheduling, reduce confusion, and ensure your team quickly accesses the key information they need to stay organized and efficient.
This article will cover:
What are Shift Previews?
The shift preview is what admins and users see when browsing through shifts in the schedule, before opening a specific shift. In the Job Scheduler settings, you can customize which fields appear in the shift preview — both for admins managing the schedule on the desktop platform and for users accessing it through the mobile app.
How to Customize and Manage Shift Preview
Start by heading over to the Job Scheduler found in the left sidebar and access the relevant schedule.
Access the settings and enter the Display tab.
Enter the Shift previews tab. By default, the details that will appear in the shift preview are the shift hours, shift title and job name.
To change one of these fields, simply click on it and select a different option from the list.
To change the order of the fields, click on the grid icon and drag it to the desired spot.
Please note that only admins with permission to Edit settings in the Job Scheduler will be able to customize the shift preview.
What Does This Look Like on the Schedule for Admins?
Admins will be able to view the new shift preview in the weekly or daily view in the Job Scheduler.
Weekly View
This is what the schedule looks like when changing the order so that the job appears first, the shift name second, and the shift times last.
Daily View
In order to see an indication that one of your selected fields has not been filled out inside the shift, make sure to tick the option Show unfilled fields in shift preview, in the Job Scheduler settings. This will present all the unfilled fields for admins to fill out.
What Does This Look Like on the Schedule for Users?
Users will be able to view the selected fields in the shift preview by accessing their Job Schedule from the mobile app, while viewing their shifts.
*Customizing the Shift Preview is available from the Advanced Operations Plan*
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