---
title: "Schedule via “More” Page: Create, Filter, and Manage Shifts on Mobile"
url: "https://help.ontraccr.com/en/article/schedule-via-more-page-create-filter-and-manage-shifts-on-mobile"
language: "en"
last_updated: "2025-06-08T20:11:54.513Z"
---

# Schedule via “More” Page: Create, Filter, and Manage Shifts on Mobile

## **📆 Schedule via “More” Page: Create, Filter, and Manage Shifts on Mobile**  
 

### 🧭 **Introduction**

The Ontraccr mobile app lets users with the right permissions fully manage their team’s schedule — including viewing shifts, filtering by users or status, and creating brand new shifts — all directly from the **More > Schedule** view.

This article walks through how to navigate the schedule calendar, toggle views, and use every shift creation option from your phone.

* * *

## **📍 Where to Access the Schedule**

1.  Tap the **“More” button** in the bottom nav bar
2.  Select **“Schedule”**

You’ll be taken to the mobile calendar where shifts are grouped by **day** (default) or **week**.

* * *

## **🗓️ Navigating the Calendar**

-   **Tap the date at the top** (e.g., “Monday, April 14”) to jump to another day
-   Use the **three-bar menu (☰)** to toggle views:
    -   **Day view** (portrait)
    -   **Week view** (landscape)
-   Tap the **calendar icon** again to pick a different week or day

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## **🔍 Filter Shifts**

Tap the **filter icon** (top-right) to filter by:

| Filter Type | Description |
| --- | --- |
| **User** | View shifts for a specific person |
| **Shift Type** | Show only **published** or **draft** shifts |

If no shifts appear after filtering, it may be due to role-based visibility or a mismatch in criteria.

* * *

## **➕ Creating a New Shift**

Users with scheduling permissions will see a **plus icon (+)** in the top-right.

### Tap it to begin building a shift with:

### 🔹 Required Fields:

-   **Title** (e.g., “AM Site Prep – North Tower”)
-   **Date**
-   **Division** (if applicable in your account)

### 🔸 Optional Fields:

-   **Description**
-   **Start & End Times** (or set to **All Day**)
-   **Repeat Options**:
    -   Daily, Weekly, Monthly, Annually, Every Weekday
    -   Set an **end date** for repeating shifts
-   **Project and Cost Code**
-   **Category** (for unassigned shift grouping — new feature)
-   **Team or Users** to assign
-   **Expected User Groups**:
    -   Filter by **Label** or **Role**
    -   Set required number of users for the shift

### 📝 Attachments

-   Add files via:
    -   📎 File picker (Ontraccr file system)
    -   📷 Camera (take new photo)
    -   ⬆️ Upload (from phone)

* * *

## **🔒 Lock Clock-In Details**

Toggle **Lock Clock-In** if you want to enforce the assigned **cost code** and **project** — workers won’t be able to change these when clocking into this shift.

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## **📤 Draft vs Publish**

When you're done:

-   Tap **“Submit”** to publish the shift immediately
-   Tap **“Draft”** to save the shift without publishing

### Visual Indicator:

-   **Draft shifts** appear transparent in the calendar
-   **Published shifts** are fully opaque

This makes it easy to tell which shifts are finalized vs pending.

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## ✅ **Outcome**

With the Schedule view via the “More” menu, field managers can:

-   Quickly navigate and filter team shifts by day, week, or user
-   Create repeatable, role-specific shifts directly from mobile
-   Enforce clock-in parameters and reduce entry errors
-   Maintain visibility over published vs draft shift status
-   Schedule smarter and faster — on the goType your content here.