Workspace layout
Calendar workspace
A calendar workspace shows records on a schedule, grouped by day, week, location, user, or role. It is built for coverage questions: who is working, where the gaps are, and what is coming.
Start with the work your team does
Master schedules, per location schedules, availability review, and visual coverage checks.
Choose how your team sees the work
The workspace creation screen offers List, Calendar, and Blank canvas. A workspace reads live account data. Its columns, filters, and sorting do not change the underlying table. Options can vary by account.
Example screen with fictional data. Available controls depend on your account and permissions.
- 1The operating question is about time: today, this week, next rotation.
- 2Schedulers need to spot gaps and conflicts visually.
- 3Coverage is planned by location, role, or division and needs that grouping.
- 4Workers or clients need a familiar schedule view of their own shifts.
Set up your workspace
- 1
Create the workspace on the Shifts table (or a table with start and end times).
- 2
Choose the grouping that matches the operating question: day, week, location, user, or role.
- 3
Use color for status, role, or coverage state.
- 4
Keep shift detail one click away via the record detail view.
- 5
Pair the calendar with a list workspace of exception tabs for follow up.
Ideas to adapt
- Master Schedule
- Shifts. The whole operation's coverage in one view.
- Locations Schedule
- Shifts. Coverage one site at a time for site managers.
- Monthly Schedule
- Shifts. The month ahead for planning and requests.
- Division schedules
- Shifts. One calendar per division, patrol, or service line.
Good practices
- 1One calendar per audience: a dispatcher, a site manager, and a worker need different groupings.
- 2Color by the state that drives action, not by decoration.
- 3Do not use a calendar for exception review; that is a list workspace's job.
- 4Scope client and facility calendars to their own locations with access groups.