# Introduction to the Schedule

> See every visit, event, request, and time off on one calendar, filtered to the people you pick.

Source: https://jobwisepro.com/help/schedule/introduction-to-the-schedule
Category: Schedule
Updated: 2026-10-22

The [**Schedule**](/go/schedule) puts jobs, events, requests, tasks, and time off on one calendar, with Day, Week, and Month views.

## Switch views and move between dates

Change the range with the view control and the arrows.

1. Select **Day**, **Week**, or **Month**.
2. Select the left or right arrow to move one day, week, or month.
3. Select **Today** to return to today.

The calendar shows the range you chose.

> **Tip:** Press T for today, D, W, or M for the views, and the arrow keys to move.

## Filter by team, type, and status

**Team** defaults to **Me**, which shows items assigned to you and items with no assignee. Choose **All** for everyone, or one member for that person's items. Time off and the **Unscheduled** panel follow **Team** only.

**Type** and **Status** narrow the grid as follows:

- **Requests**, **Tasks**, and **Events** each show only that kind. Job visits and recurring visits appear only under **All**.
- **Scheduled** shows active items. **Unscheduled** shows items with no time or date. **Completed** shows finished items. **Canceled** shows canceled and lost items.

**Type**, **Status**, and **Team** must all pass for an item to show. Time off and holidays ignore **Type** and **Status**.

## Create an item

Creating and moving items needs **Edit** or **Full** access. To pick a time from the grid, use Day or Week view:

1. Press an empty spot in a day column, not on an existing item.
2. Drag down to the end time, or click once for the default length.
3. Release to open the create panel for that time.

The create panel opens for the day and time you picked.

Select **Create** in the header on desktop, or the plus button on a phone. The panel opens for today at 9:00 AM.

> **Note:** Month view doesn't create items from the grid, so use **Create** there.

## Move an item to a new time

Drag an item to a new time or day.

1. Press the item you want to move.
2. Drag it to its new time in Day or Week view, or to another day in Month view.
3. Release the item.

The item appears at its new time or day.

> **Tip:** On a touch screen, press and hold the item for about 350 milliseconds before you drag.

A timed item keeps its length. In Month view, it keeps its time of day, while an untimed request or task moves to a day with no time. Events, jobs, and recurring visits with no time can't move in Month view.

Recurring visits can't be dragged. Dragging one occurrence of a repeating event moves only that occurrence. See [Repeat an Event](/help/schedule/repeat-an-event).

## Unschedule a request or task

Unscheduling clears the time and date from a request or task.

1. Select **Unscheduled** in the filter row on desktop, or open More options and select **Unscheduled** on a phone.
2. Press the request or task on the calendar.
3. Drag it onto the panel and release.

An open request or task then appears in the **Unscheduled** panel.

> **Note:** Events, jobs, and recurring visits can't be unscheduled this way.

## What appears on the calendar

The calendar shows these items:

- Job visits: events linked to a job, shown with the job's number and title.
- Events: other events, including each occurrence of a repeating event.
- Requests: open requests with a time in view, or with a date and no time.
- Tasks: tasks with a time in view, or with a date and no time. Every status loads, so **Status** decides what shows.
- Bookings: a booking appears as its request, and its event is hidden while the open request is on the calendar. See [Respond to a Booking Request](/help/schedule/respond-to-a-booking-request).
- Recurring visits: visits from recurring jobs. A recurring visit with no job yet is faded with a dashed outline.
- Time off: pending and approved requests that overlap the view. Pending bars are dashed and approved bars are solid. Clicking a bar opens [time off](/go/time/pto).
- Holidays: company holidays appear on their dates.
- Unscheduled panel: open requests and tasks with no time or date, up to 50 of each, newest first.

Day and Week views can show a route-planning offer when one day has three or more job or recurring visits with a start time. Canceled visits and items hidden by your filters don't count. Month view never shows the offer, and only users with full settings access see it.

Members whose access is only **View (assigned)** or **Edit (assigned)**, such as the default Tech role, see only their own work: requests and tasks assigned to them, visits on their jobs, events they're invited to, their recurring visits, their own time off, and company holidays. The **Team** filter and **Find a time** are hidden for them, and they can't change anything on the Schedule.