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Filter by Tags in Organization Schedule

Axxess Home Care now enables users to filter tasks on the Organization Schedule screen by client/employee tags. This enhancement streamlines scheduling operations and provides greater ease of use.

To access the Organization Schedule screen, navigate to the Schedule tab and select Organization Schedule.

Schedule tab ➜ Organization Schedule

The Client/Employee toggle on the right side of the screen enables users to view the organization schedule sorted by clients or employees. Users can filter by tags on both screens. To filter the schedule by tags, select a tag from the Tags filter at the top of the screen.

Once a tag is selected, the schedule will refresh and display only the clients and employees with the selected tag.

To clear the tag selection and return to the default schedule view, select Clear Tag.

Updated on 11/02/2022