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Kanban & Calendar Views

FSM Navigator gives you three ways to view your jobs: a List for sortable, filterable tables; a Kanban board for visual status management; and a Calendar for schedule-based planning. Switch between them at any time — your filters and context carry over.

Switching between views

At the top of the Jobs page you will find three toggle buttons:

Button View Best for
List Sortable table Bulk operations, searching, exporting
Kanban Visual status board Status tracking, workflow management
Calendar Day / Week / Month Scheduling, workload planning

Click any button to switch instantly. Your selected view persists until you choose a different one.

Tip

The view you pick is remembered per session, so you always return to the layout you prefer.

List view

The List view is the default and displays every job in a sortable table.

Columns and sorting

Click any column header to sort ascending or descending:

  • Status — Pending, Assigned, In-Transit, Arrived, In Progress, On Hold (active); Completed, Cancelled, Declined (historical)
  • Priority — Low, Medium, High, Urgent
  • Technician — assigned team member (e.g., Mike Johnson)
  • Scheduled date — when the job is planned
  • SLA countdown — time remaining before the SLA deadline

Filtering

Use the filter bar above the table to narrow results by:

  1. Status — select one or more statuses.
  2. Priority — choose High, Urgent, etc.
  3. Date range — pick a start and end date.
  4. Technician — select a specific team member.

Click Clear filters to reset.

Interacting with jobs

  • Open details — click any row to view the full job record.
  • Bulk actions — select multiple jobs with the checkboxes, then choose an action such as Assign, Change status, or Export.

Kanban board

The Kanban view arranges jobs as cards across status columns, making it easy to track progress at a glance.

Status columns

Cards flow left to right through the workflow:

Pending → Assigned → In-Transit → Arrived → In Progress → On Hold

Terminal statuses — Completed, Cancelled, and Declined — appear in the History tab instead of the active Kanban board. This keeps the Kanban focused on in-flight work.

Update status

The Kanban board is a view-only status visualization. To update a job's status:

  1. Locate the job card you want to update (e.g., Acme HVAC — Annual inspection).
  2. Click the card to open the full job detail panel.
  3. Change the status from within the job detail view.

Note

Status transitions follow workflow rules. For example, a Pending job cannot skip directly to Completed. See Job statuses & workflow for allowed transitions.

Card details

Each card displays:

  • Job title and customer name
  • Priority badge — color-coded: green (Low), yellow (Medium), orange (High), red (Urgent)
  • SLA countdown — time remaining, highlighted in red when close to breach
  • Assigned technician initials

Click a card to open the full job detail panel.

Filtering on the board

Any filters you set in the filter bar also apply to the Kanban board. For example, filtering by Technician → Jane Smith shows only her cards across all columns.

Calendar view

The Calendar view plots jobs on a day, week, or month grid based on their scheduled date.

Displays the entire month. Each day cell lists scheduled jobs as colored blocks. Use the ← → arrows to move between months.

Shows a seven-day strip with time slots. Jobs appear as time blocks so you can see overlaps and gaps.

A detailed single-day timeline. Ideal for reviewing a technician's full schedule.

Creating and viewing jobs

  • Create a job — click an empty date or time slot, then fill in the new-job form. See Creating jobs for full steps.
  • View a job — click any job block to open its details.

Color coding

Jobs are color-coded by priority:

Color Priority
🟢 Green Low
🟡 Yellow Medium
🟠 Orange High
🔴 Red Urgent

Technician filter

Select a technician from the Technician dropdown above the calendar to see only their scheduled jobs. This is especially useful for checking a single team member's availability before assigning new work.

Info

Calendar colors can alternatively represent status instead of priority. Toggle this with the Color by selector above the calendar.

Tips & best practices

Role Recommended view Why
Dispatcher Kanban Monitor job status flow and balance workloads across technicians.
Owner / Manager Calendar Get a bird's-eye view of the week or month to spot under- or over-scheduled days.
Administrative staff List Sort, filter, and perform bulk operations such as exports or mass status changes.

Tip

Combine filters with any view. For example, filter by Urgent priority on the Kanban board during morning dispatch to focus on the most critical jobs first.

Frequently asked questions

Can I reschedule jobs from the Calendar view?

Click any job on the Calendar to open its detail panel, then update the Scheduled date field. If auto-assignment is enabled, the engine can suggest optimal rescheduling.

Do filters persist when I switch views?

Yes. If you filter by Technician → Mike Johnson in the List view and then switch to Kanban, only Mike's jobs appear. Click Clear filters to reset.

Can I print or export a view?

You can export the List view to CSV using the Export button. For the Calendar or Kanban views, use your browser's built-in print function (Ctrl + P / ⌘ + P) to generate a printable snapshot.

Which view is best for dispatching?

For optimal dispatching, enable auto-assignment — the engine automatically assigns the best-matched technician based on skills, location, and workload. Use the Kanban board to monitor job status flow, and the Dispatch Board for real-time technician oversight. See SLA timers to understand how time-sensitive jobs are highlighted.