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Schedule Summary

The Schedule Summary feature enables users to see each client’s scheduled hours at a summary level for easy, at-a-glance review and identification of scheduling issues. Users with the View and/or Add scheduling permissions have access to a new Schedule Summary menu in each client’s schedule.

Schedule tab ➜ Schedule Center ➜ Client Schedule ➜ Schedule Summary

The Schedule Summary displays the client’s tasks for the current month. Users have the ability to refine the list of tasks using the following filters:

Tasks can be viewed by Month, Week or Day using the tabs at the top of the task list. Use the blue arrows to move the summary time frame forward or backward.

The list of tasks will display with the following column headers:

Updated on 11/20/2019