With our new and improved Job Scheduler Filters, you can now save your custom-built filters! Saved filters will help you plan and dispatch shifts faster by reducing the time spent searching for shifts, improving accuracy, increasing efficiency, and minimizing your workload.

In this article we'll go over:

To save a new filter, first enable all the filters you need in the view you're working in. Click on Saved Filters, and click on Save new. Name it as you please and click on the blue check mark to save it. Now it's readily accessible for your free use!

💡 Tip: Saved filters are saved per admin, meaning you'll only see filters that you have saved.

To view a schedule with a saved filter, click on Saved filters and select the filter name. See below where to find the Saved filters in each view:

💡 Tip: Saved filters are extremely useful if you need to switch around between a few different filter combinations, or if you need to get to a specific set of conditions - fast!

If you'd like to make changes to an existing filter, choose the filter name and edit the set filters. Then, navigate to the saved filters, click on the three dots next to the filter name and click Save to this set. This will override the saved filter with the current filters you have set in the schedule.

To rename a saved filter, click on Saved filters, click on the three dots next to the name of the filter, and select Rename.

To delete a saved filter, click on the three dots, and select Delete.

💡 Tip: Filters are saved per view. Different saved filters will display for the Users View, Jobs View, and Layers View. To learn how to navigate between views, learn more about Viewing Options.

What are Connecteam Filters?

Job Scheduler Filters

Viewing Options in the Job Scheduler

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