Schedule
Track work in the Progress view
Use the Progress view to see what is waiting, active, blocked, or done.
Use the Progress view when you want to track scheduled work by status instead of by time.
This is helpful for busy service days. The calendar tells you when work happens. The Progress view tells you where the work stands — is it waiting, in progress, or done?
Before you start
- Open Schedule.
- Make sure the events you want to track are already scheduled.
- If your team uses assignments, assign events to the right team members so each person can filter to their own work.
- If your team uses custom statuses, confirm those statuses are set up in Settings > Events & schedule.
Open Progress view
Schedule may open in Calendar, Table, Whiteboard, or Progress depending on what you used last. If you see time columns instead of a board, open Filters & Settings first and choose Progress.
- Click Filters & Settings
Click Filters & Settings near the top-right area of Schedule. The settings panel slides open.
- Choose Progress
In View Mode, click Progress. The calendar grid disappears and a board with columns appears in its place.
- Choose a date range
If date range options appear (such as Today, This Week, or This Month), choose the range that fits what you are working on right now.
Use Today for daily operations — seeing what needs to get done before end of day. Use This Week when you are planning or reviewing upcoming work.
Understand the columns
Most teams see columns like To Do, In Progress, and Done. Each column contains event cards that match that status.
- To Do means the event is scheduled but work has not started yet.
- In Progress means someone is actively working on this event.
- Blocked may appear when work cannot continue until something else happens (parts, customer approval, bay space).
- Done means the work is complete.
Some teams use custom status names, such as Waiting on Parts, In the Bay, Quality Check, or Ready for Pickup. When one event type uses custom statuses, Progress may show one column per status instead of only the three default columns. Those names come from your team's event type setup in Settings > Events & schedule.
Move work forward
- Find the event card
Look for the customer name, vehicle, event type, or assigned team member on the card. Each card shows key details so you can identify it quickly.
- Open the card if you need details
Click the card to open the event details panel.
Review the notes, customer, vehicle, time, and current status before changing anything. This confirms you are updating the right event.
- Move the card to the next status
Depending on your screen size and team setup, you may be able to drag the card to another column or use the status buttons on the card.
Move the card only when the work has truly changed status. For example, move to In Progress when someone actually starts the work, not when you plan to start later.
- Confirm the status change
If a Change status? window appears, read it and click Confirm.
Confirmation helps prevent accidental moves that might confuse the team or notify the wrong person.
Expected result: The card moves to the new column and the status label on the card updates.
Mark work complete
- Open the event
Click the event card to see its full details.
- Review the work
Confirm the work is actually finished. Check notes, photos, customer expectations, and any billing impact before completing. Once marked complete, the event is considered done.
- Change the status to complete
Use the status control in the event details panel, or move the card to Done if your Progress view supports drag and drop.
- Confirm the result
The event should show as complete or appear in the Done column. This gives your team confidence that no follow-up is needed.
Use filters with Progress view
- Search when the board is busy
Use the Search field to narrow the board by customer, vehicle, event type, or notes. Only matching cards remain visible.
- Use Assigned to me
Click Assigned to me to see only your own work. This is helpful when the board has many team members' events mixed together.
- Use Needs Approval when it appears
Click Needs Approval to review customer requests before they become confirmed work.
What success looks like
After using Progress view:
- Staff can see at a glance what is waiting, active, blocked, or done.
- Completed work is marked complete instead of being left open — no one has to ask "Is this finished?"
- Events that need attention are easy to spot because they remain in the To Do or In Progress columns.
- The team spends less time asking "Has this been started yet?" because the board answers that question visually.
Common mistakes to avoid
Troubleshooting
What to do next
If a card needs a date or assignment change, click it and follow Update, assign, or reschedule an event. If the work is no longer happening, follow Cancel or delete a scheduled event.