Viewing and navigating your schedule

Expanding and collapsing your schedule

An expanded view of your schedule allows you to:

  • See all assignments related to the expanded project or teammate.
  • Create new assignments.
  • Edit the expanded project or teammate via Actions > Edit.

Once you’ve expanded a view, the Expand or Expand all arrows will become Collapse (single upward arrow) or Collapse all arrows (double upward arrows)—clicking them will roll up your information.

Expanding from the Projects view

Expanding a single project

From your schedule’s Projects view, click the downward arrow next to a project to expand it and see all of its assignments. 

GIF demonstrating expanding and collapsing a single project

Expanding all projects

From your schedule’s Projects view, click the Expand all arrows (double downward arrows on the gray bar beneath the navigation menu) to expand all projects at once.

GIF demonstrating expanding and collapsing all projects

Expanding from the Team view

Expanding a single teammate

From your schedule’s Team view, click the downward arrow next to a person to expand it and see all the details for a single person’s assignments.

Expanding all teammates

From your schedule’s Team view, click the Expand all arrows (double downward arrows on the gray bar beneath the navigation menu) to expand the details for all teammates at once.

Navigating between weeks or months on the Schedule page helps you plan into the future.

To navigate between weeks or months, click the navigation arrows at the top of your Schedule page. You can always click This week or This month (depending on the current view) to jump to the current timeframe.

Screenshot of the "This week" button in the Day view

Multi-zoom view

Zooming out allows you to see more weeks or months on the schedule at once, for a bird’s-eye view of your company’s forecasted assignments. Click the Zoom out (-) magnifier button at the top of your Schedule page. To return to the original schedule view, click the Zoom in (+) magnifier button.

GIF zooming out and in on the schedule

Your schedule will function the same whether you’re zoomed in or out, so you can still assign time, edit assignments, etc. in either view.

Note: It’s only possible to zoom in or out on the Day view of the schedule. On the other views, the number of weeks or months visible on the schedule depends on the size of your browser window.

Assignment groups in the Month view

For months with more than one assignment, we roll them up into one aggregated assignment in the Month view of your Projects and Team schedules. This shows the total number of assignments for the person for that month, like the “5 assign.” you see in the image below.

You can click on a single assignment or assignment group to see a list of the contained assignments and their dates.

Unexpenaded assignment group in the month view

Expanded assignment group in the month view

Still have questions? We’re happy to help!

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