---
title: "Field Schedule Overview & Navigation"
url: "https://help.ontraccr.com/en/article/field-schedule-overview-navigation"
language: "en"
last_updated: "2025-06-26T17:16:12.553Z"
---

# Field Schedule Overview & Navigation

## **🗂️ Field Schedule Overview & Navigation (Ontraccr Scheduling)**  
 

### 📘 Article Purpose

This article introduces the **Field Schedule** in Ontraccr: what it’s for, how to access it, and how to navigate its core layout and tools.

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## **🚀 What Is the Field Schedule?**

The **Field Schedule** is used to plan and manage **labor shifts** across your company.

It’s ideal for short-term, day-to-day or week-to-week scheduling needs.

Typical uses:

-   Assigning work to employees
-   Scheduling repeat shifts or milestones
-   Attaching job documents to shifts
-   Keeping your field team informed and accountable

📌 The Field Schedule is separate from the Gantt Schedule, which is used for long-term project forecasting.

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## **🔓 How to Access the Field Schedule**

1.  Go to the **left-hand navigation menu**.
2.  Click on **Scheduling**.
3.  Then select **Field Schedule** from the two available options (the other is Gantt Schedule).

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## **🧭 Navigation Overview**

When you open the Field Schedule, here’s what you’ll see and how to use it:

### 🖥️ Default View

-   The Field Schedule typically opens in **Week View**, showing a company-wide calendar of scheduled shifts.

* * *

### 🔽 Left Sidebar: **Unassigned Shift Queue**

-   Located behind a small arrow with a line on the far left.
-   Displays shifts **not yet assigned** to any users.
-   These can be:
    -   Created from boards
    -   Created from forms
    -   Manually entered with no assigned users

🛠️ How to assign an unassigned shift:

Click and **drag it from the sidebar** onto the calendar and drop it under a specific user’s timeline.

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### **🔍 Search Bar**

-   Located at the top of the schedule.
-   Allows **keyword search of shift titles only** (e.g., typing “shift” will filter all shifts containing “shift” in the title).

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### **🎛️ Filter Button**

Use filters to refine what you see in the schedule.

**Available filters:**

-   **Title** (text match)
-   **Users** (single or multi-select)
-   **Divisions** (if your company has more than one)
-   **Teams**

💡 You can save filters as named views:

-   Click **Create & Apply**
-   Name the filter (e.g., “Division A View”)
-   Reuse it anytime

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### **🗓️ Schedule Views (7 Total)**

| View Name | Description |
| --- | --- |
| **Day** | Company-wide, 1-day snapshot |
| **Week** | Company-wide, current week view |
| **Month** | Company-wide, current month |
| **User Day** | Users shown horizontally, single-day snapshot |
| **User Weekdays** | Full weekday view per user (Mon–Fri) |
| **User Week** | Week view per user (Mon–Sun) |
| **User Biweekly** | 2-week calendar with users arranged vertically |

🔁 All views support drag-and-drop from Unassigned Shifts.

* * *

### **📆 Date Navigation**

-   Use **left/right arrows** to move between timeframes.
-   Click the date range to select a **custom date**.
-   Use the **“Today”** shortcut to return to the current day.

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### **🔍 Zoom In/Out**

-   Click the **\+ / – magnifying glass** to zoom.
-   Ranges from **25% to 200%**.
-   Helps you fit more shifts onscreen or focus on details.

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## **🧠 Tip: Use Views + Filters Together**

For example, combine the **User Weekdays** view with a filter for a single division to see one team’s full week at a glance.