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Showing only team leaders on the Calendar Board


gdow23
Jr Varsity III
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  • Jr Varsity III
  • 32 replies

A service organization with set work teams will have the same team members on all of the team’s appointments.  On the calendar board, there will be one row (or column, depending on display setting) for each team member.  Most of these rows will be redundant.  Is there any way to eliminate or hide redundant calendar board rows?  Could the rows be limited to the employee selected as the primary driver on the staff tab, perhaps?

Best answer by Anacarina Calvo

Hi @gdow23  one way to hide employees could be to use Skills. For example, create a skill for Primary Driver, assign to the employees that are usually Drivers on the team and filter the calendar dashboard by this skill. 

Let me know if this solution works for you. 

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2 replies

Anacarina Calvo
Pro I
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Hi @gdow23  one way to hide employees could be to use Skills. For example, create a skill for Primary Driver, assign to the employees that are usually Drivers on the team and filter the calendar dashboard by this skill. 

Let me know if this solution works for you. 


gdow23
Jr Varsity III
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  • Author
  • Jr Varsity III
  • 32 replies
  • May 3, 2022

Thanks Anacarina.  I’d never noticed that filter before.


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