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View and Manage Scheduled Work on the Calendar

See all your scheduled work orders and maintenance tasks in one calendar view.

Updated over 2 weeks ago

The Calendar provides a clear overview of all scheduled work, including both Work Orders (WO) and Preventive Maintenances (PM). You can use it to track upcoming jobs, identify overdue work, and plan maintenance activities efficiently.

From this view, you can easily filter, switch between different time views (day, week, month), and export your schedule to PDF for reporting or sharing.

Follow these steps to use the calendar:

  1. Open the Calendar

    • From the left sidebar, go to Dashboard β†’ Calendar.

    • This will open an agenda view with all scheduled entities displayed for the current day.

    Calendar in Agenda view showing a list of scheduled preventive maintenance tasks with navigation and view options.
  2. Review Scheduled Work

    • Each entry represents a Work Order or Preventive Maintenance task.

    • Color coding helps you quickly identify their status:

      • Blue: Not started

      • Green: In progress

      • Red: Overdue

      • Gray: Preventive Maintenance

  3. Switch Calendar Views

    • Use the options in the top-right corner to switch between:

      • Day, Week, Month, or Agenda view.

      • This allows you to focus on daily schedules or get a broader monthly overview.

  4. Filter or Search

    • Use the Filter or Search bar at the top to locate specific work orders, maintenance tasks, or assets.

  5. Export Calendar

    • Click Export to PDF if you want to download or share your current schedule.

Tip: Click on a calendar entry to open the full work order or preventive maintenance details.


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