The Job Scheduler’s List View is a great way to gain a better understanding of your shift and employee allocation in your admin dashboard. Here, you can see the number of planned hours while considering all of the shift’s relevant details. With the ability to change the view and filter information, you can grab exactly the information you need to view scheduling history, export data for invoicing, and plan future schedules better.
How to Access the List View
To access all of this information, enter the relevant Job Scheduler, click on View Options, and select the List view.
On this screen, you'll see according to the set view shift information such as the assigned user, shift title, job, date, shift times, tasks, and more!
How to Work with the List View
By changing the view in which you're seeing the shift information, you can work with the data that's most important for your business's needs. For example, the default view ‘by user’ provides a breakdown of shifts according to the user assigned to the shift. This way you can see the amount of work planned for each user and ensure a fair allocation of shifts. The view ‘by job’ provides a breakdown of shifts according to the assigned job, useful for viewing a breakdown of planned hours per job, to ensure you have invested an adequate amount of resources for each job and covered all bases. Additional views offered like ‘by shift title’, ‘date’, or layers are more ways to understand your resource allocation.
You can also control which columns appear in your view, including Resource additional fields. If your resources (jobs, clients, projects, sites) have a description or custom fields set up, you can now display those as columns in the List View — for example, a client's phone number or address shown alongside the shift details. Use the column selector at the top of the List View to choose which columns are visible.
You also have the option to filter information and change the selected date range to view a broader or more narrow range, for example for a specific date or for a whole month.
To export this information, click ‘Export’ at the top right of the window. It'll download an Excel spreadsheet so you can save a record and send it to relevant stakeholders, such as clients or upper management.
When you export the List View, any Resource additional field columns you've added are included in the Excel file. This is especially useful for invoicing and client reporting — pull the client's details (phone, address, or any custom field) in the same export as planned vs. worked hours, so the report is ready to send without cross-referencing another sheet.
While in the list view, if you're seeing there are some shifts that you need to edit or delete, you can do so right from this screen. To edit or delete a shift, hover over the shift line and click on the arrow. Select Edit shift or Delete shift.
💡 Tip: By default, the list view will show you all shifts (draft and published, assigned and unassigned). Filter to only see the types of shifts you need, for example, only published shifts with assigned users.
How to Save and Share Custom Views
Once your List View is set up the way you need it (view by, filters, visible columns and pinned columns), you can save it and return to it any time. Saved views help you create consistent reports and exports without rebuilding the setup each time.
To save a view:
Set up the List View with the columns, filters and grouping you need.
Click Save current view.
Name the view.
Choose whether to share it with other admins.
Confirm to save.
To return to a saved view, open the saved views menu and select it. Shared views are available to other admins, so everyone works from the same consistent report.
More Options for Saved Views
Click the three dots next to a saved view to manage it:
Save to this view: update the saved view with your current List View setup.
Rename: change the name of the view.
Stop sharing: make the view private again, so other admins no longer see it.
Delete: permanently remove the saved view.
💡 Tip: Create a saved view per report, for example one for client invoicing and one for worked versus planned hours, and export straight from it.
How Can I Benefit From the List View?
The list view is the place to make sure your schedule planning makes sense, that your resources are allocated appropriately, and where you can pull history on past shifts or jobs. Here are some examples of how you can maximize the list view's fullest potential.
Track Worked Vs Planned Hours
If your company does not track time using Connecteam's Time Clock, the Job Scheduler's list view is the perfect alternative for tracking worked and planned hours. If you have enabled the 'check-in' and 'completed' options, you can see the total hours worked on the shift and get insights about the planned versus actual hours worked. Learn how to enable check-in and completed options.
Invoicing
If your company works with clients, the list view will give you the information you need for invoicing. Pull data for each client by changing the view to see a breakdown by client name. Then, export this information to provide the client with the total hours worked on the job versus planned, the employee who worked each job, tasks completed, et cetera.
To standardize your exports, make sure the client name is consistently listed as the job or shift title.
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