Use the Whiteboard view when your team wants to scan what is on the board today without reading a time grid.

Each scheduled item appears as a card with the customer, vehicle, event type, and time. This view works well for service managers who care about workload volume, not just appointment slots.

What you will accomplish

• Open Schedule in Whiteboard view.
• Read event cards at a glance and open details when needed.
• Switch back to Calendar or Progress when you need times or status columns.

When Whiteboard helps most

• Your shop runs many same-day jobs and staff ask “What else is on the list?”
• You run a stand-up meeting and want cards on a big screen (pair with Use full-screen schedule display).
• Table view feels too spreadsheet-like but Calendar feels too time-focused.

Before you start

• Open Schedule.
• Know the date range you care about (today vs the whole week).
• Have events already on the calendar — create new work with Create an appointment if the board is empty.

Open Whiteboard view

1. Click Filters & Settings

   On Schedule, click Filters & Settings near the top-right.

   Expected result: A panel opens on the right with View Mode and calendar options.

2. Choose Whiteboard under View Mode

   Click Whiteboard.

   Expected result: The time grid disappears. Scheduled work appears as cards in a board-style layout.

3. Pick how many days you want to see

   If you still see calendar range buttons (such as 1 Day, 3 Day, or 5 Day), choose the range that matches your planning window.

   Expected result: Cards update to show events in that date range.

Read a card and open details

1. Scan the card text

   Each card usually shows:

   • Event type (color helps you spot drop-offs vs service vs pickups)
   • Vehicle or customer name
   • Time (start time or time range)

   Why this matters: Staff can answer “Is the Urus detail still on today?” without opening the calendar hour-by-hour.

2. Click the card when you need more

   Click the card to open the event details panel.

   Expected result: You see notes, assignment, status, and buttons such as Edit Event or status actions.

3. Make changes from the details panel

   To move a time or change who owns the job, use Edit Event and follow Update, assign, or reschedule an event.

   To mark work started or finished, switch to Track work in the Progress view.

Narrow the board with search and filters

1. Use Search when the board is crowded

   Type a customer name, vehicle, plate, or note in the Search box at the top of Schedule.

   Expected result: Only matching cards stay visible.

2. Use Assigned to me for your own list

   Click Assigned to me to hide everyone else’s cards.

   Expected result: You see only events assigned to your user account.

3. Use Needs Approval when customers book online

   When online requests are waiting, click Needs Approval and follow Approve or decline a customer booking request.

Common mistakes to avoid

What to do next

• Put new work on the calendar with Create an appointment.
• Compare views in Find and filter scheduled work.
• Return to Schedule overview.