Overview

The Calendar View in NextCrew provides a visual workflow to manage staffing with three tabs—Order, Jobs, and Crew Member—enabling color-coded scheduling and drag-and-drop control. This view streamlines team assignments and makes it easy to spot scheduling gaps and coverage status at a glance.

Navigation

• Log in to NextCrew and select Workspace, then go to Calendar View.

• Choose between Order, Jobs, or Crew Member tabs for targeted scheduling insights.

• Access the Filter Icon at the top left of the calendar to open advanced filter options for any tab, including Crew Member assignment.

Key Features

• Visual Scheduling: See orders, jobs, and assignments plotted on a weekly color-coded calendar.

  • Green: Filled jobs/orders

  • Orange: Open jobs/orders

  • Blue: Partially filled status

• Crew Member Tab:

  • Vertical list of crew members displayed on the right—shows who is working when and where.

  • Weekly calendar structure for fast overview.

• Dynamic Assignment:

  • Unassigned (open) jobs are positioned at the top.

  • Easily drag-and-drop jobs directly onto crew members; move jobs as needed for schedule changes.

• Filter View:

  • Quickly filter by order, job status, date range, or crew member.

  • Add a crew member to the calendar view with the Filter Icon—even if they’re not assigned yet.

  • Ensures no staff is overlooked and schedules remain flexible.

Use Cases

Orders Tab – Visualizing Order Dates and Status

• Use calendar filtering to show orders by week or project.

• Instantly spot open (orange), filled (green), or partially filled (blue) orders.

Jobs Tab – Managing Job Fill Status

• Filter jobs by open status or target job types for specific days.

• Drag jobs from the open pool to specific days or people for rapid assignment.

Crew Member Tab – Assigning and Visualizing Crew Schedules

• Use the filter icon to add unassigned crew members to the display.

• Drag unassigned jobs from the top to specific crew member rows, assigning in real-time.

• Move jobs between crew members to adjust for changes or optimize coverage.

FAQ

• Q: How do I add a crew member not currently assigned to any jobs?
  A: Click the Filter Icon on the top left, search and add the crew member; they will appear in the calendar for easy assignment.

• Q: How does color coding work?
  A: Green means filled, orange is open, and blue is partially filled for jobs/orders.

• Q: Is filtering available for all calendar tabs?
  A: Yes—use filters to show specific orders, job statuses, date ranges, or crew members.

Pro-Tip

Always use the filter icon to ensure every eligible crew member appears in your scheduling view—even those not yet assigned.

See Also

• Workspace List View vs. Calendar View

• Creating & Managing Filters

• Drag-and-Drop Job Assignments

Partnership & Integration

Calendar View syncs in real time with client management, notifications, and other Workspace modules, ensuring a connected, company-wide staffing system.

Key Performance Indicators

• Fill rate per day/week (by color code)

• Assignment turnaround time

• Crew member utilization and schedule optimization

Automation

• Filtered results instantly update as assignments change

• Color coding updates live with schedule actions

• Drag-and-drop assignments trigger backend updates and notifications

Reports

• Export filtered calendar data for orders, jobs, or crew member schedules

• Weekly schedule reports highlight staffing gaps and workload

Legacy Compatibility

Calendar View and its filtering features are fully supported for users transitioning from NextCrew’s legacy platform.