Skip to main content

​
What you will accomplish

You will open the Progress view on Schedule and use it like a simple job board: work waiting to start, work in progress, and work finished. When your team keeps this view updated during a busy day, everyone can answer “What still needs to be done?” without walking the floor or sending group texts.

​
When to use Progress view (instead of Calendar)

  • Your shop has many same-day jobs and you care more about status than exact clock times.
  • Managers run a morning stand-up and want columns such as To Do, In Progress, and Done.
  • You already scheduled work on the calendar and now need to track completion as the day moves forward.
Progress is not the same as WhiteboardCalendar and Whiteboard help you see when work is planned. Progress helps you see whether work has started and finished. If you only need a card layout by time, use Use the Whiteboard view on Schedule instead.When a technician is doing the visit (photos, checklists), they usually work from Open Event—see Run event workflow from Schedule.
Progress view showing a kanban-style board with To Do, In Progress, and Done columns and event cards with vehicle and customer names
The Progress view organizes events into columns by status. Move cards from To Do to In Progress to Done as work moves forward.

​
Before you start

  • Open Schedule.
  • Make sure the events you want to track are already scheduled.
  • If your team uses assignments, assign events to the right team members so each person can filter to their own work.
  • If your team uses custom statuses, confirm those statuses are set up in Settings > Events & schedule.

​
Open Progress view

Schedule may open in Calendar, Table, Whiteboard, or Progress depending on what you used last. If you see time columns instead of a board, open Filters & Settings first and choose Progress.
1

Click Filters & Settings

Click Filters & Settings near the top-right area of Schedule. The settings panel slides open.
2

Choose Progress

In View Mode, click Progress. The calendar grid disappears and a board with columns appears in its place.
3

Choose a date range

If date range options appear (such as Today, This Week, or This Month), choose the range that fits what you are working on right now.Use Today for daily operations — seeing what needs to get done before end of day. Use This Week when you are planning or reviewing upcoming work. Use This Month when managers want a wider snapshot of work still open across several weeks.Expected result: Columns such as To Do, In Progress, and Done fill with cards for that date range. Event counts may appear on each column tab (for example 2 To Do).
Progress view with Today date range selected showing To Do, In Progress, and Done columns with vehicle event cards
Choose Today in Filters & Settings when managers run a morning stand-up. The board stays focused on work that should finish before the shop closes.

​
Understand the columns

Most teams see columns like To Do, In Progress, and Done. Each column contains event cards that match that status.
  • To Do means the event is scheduled but work has not started yet.
  • In Progress means someone is actively working on this event.
  • Blocked appears only when at least one event is blocked. It may show when work cannot continue until something else happens (parts, customer approval, bay space).
  • Done means the work is complete. On the calendar and in Table view, finished work may also show as Complete.
Some teams use custom status names, such as Waiting on Parts, In the Bay, Quality Check, or Ready for Pickup. When one event type uses custom statuses, Progress may show one column per status instead of only the three default columns. Those names come from your team’s event type setup in Settings > Events & schedule.
Why you may see older events on today’s boardProgress view can include overdue incomplete visits from earlier days so nothing falls through the cracks. If a card looks “old,” finish it or reschedule it from Edit Event—see Update, assign, or reschedule an event.

​
Change status without opening Edit Event

You can update status from the event detail panel when you only need to mark work as started or finished.
1

Click the event card

Open the event from the Progress board.
2

Use the status control at the top

Next to the event title, click the current status (for example Scheduled or To Do).Expected result: A list of allowed statuses appears.
3

Pick the status that matches reality

Choose In Progress when work has started, or Complete when the job is done.Why this matters: The Progress columns stay honest for the whole shop — managers can trust the board during busy afternoons.
4

Or use the links on the card

Some cards show small links at the bottom (for example Done → or Next → with a custom status name). Click those links to move the card to the next column without opening the full panel.A workflow percentage on the card means linked checklists or photos are partly finished—open Open Event when the number is below 100%.Expected result: The card jumps to the next column and the count badges on each column update.
Event details on Schedule Progress view with the status menu open showing choices such as Scheduled, In Progress, and Complete
Click the status label near the top of the event panel to change where the work stands. Pick the status that matches what actually happened on the floor.
Why the app asks you to confirmSome status changes send customer messages or affect billing. The Change status? window is a safety check. Read the message before you click Confirm—especially when you move work to Done or Cancelled.
Progress view on Schedule with a Change status confirmation dialog asking to move a vehicle event from In Progress to Done
When you move a card with the Done arrow (or drag between columns), the app may ask you to confirm. Read the vehicle name and column labels before you click Confirm.

​
Move work forward

Two ways to change statusYou can drag a card into the next column on a wide screen, or click the status label on the card or in the detail panel. Both methods update the same record—use whichever is easier on your device.
1

Find the event card

Look for the customer name, vehicle, event type, or assigned team member on the card. Each card shows key details so you can identify it quickly. All-day visits show All day instead of a clock time — they still move across To Do, In Progress, and Done like any other card.
2

Open the card if you need details

Click the card to open the event details panel.Review the notes, customer, vehicle, time, and current status before changing anything. This confirms you are updating the right event.
3

Move the card to the next status

On a wide screen, click and drag the card into the next column (for example from To Do to In Progress). Let go when the card sits in the new column.On smaller screens, use the status label on the card or open the card and use the status menu from the step above.Move the card only when the work has truly changed status. For example, move to In Progress when someone actually starts the work, not when you plan to start later.Expected result: The card appears in the new column and the status label on the card updates.Why this matters: The board is how your shop answers “What still needs to be done?” without walking the floor or sending group texts.
4

Confirm the status change

If a Change status? window appears, read it and click Confirm.Confirmation helps prevent accidental moves that might confuse the team or notify the wrong person.Expected result: The card moves to the new column and the status label on the card updates.
On a phone or small screenOn narrow screens, Progress may show one column at a time with tabs or arrows at the bottom. Swipe or tap the arrows to move between To Do, In Progress, and Done instead of seeing every column side by side.

​
Mark work complete

1

Open the event

Click the event card to see its full details.
2

Review the work

Confirm the work is actually finished. Check notes, photos, customer expectations, and any billing impact before completing. Once marked complete, the event is considered done.
3

Change the status to complete

Use the status control in the event details panel, or move the card to Done if your Progress view supports drag and drop.
4

Confirm the result

The event should show as complete or appear in the Done column. This gives your team confidence that no follow-up is needed.

​
Use filters with Progress view

1

Search when the board is busy

Use the Search field to narrow the board by customer, vehicle, event type, or notes. Only matching cards remain visible.
2

Use Assigned to me

Click Assigned to me to see only your own work. This is helpful when the board has many team members’ events mixed together.
3

Use Needs Approval when it appears

Click Needs Approval to review customer requests before they become confirmed work.

​
What success looks like

After using Progress view:
  • Staff can see at a glance what is waiting, active, blocked, or done.
  • Completed work is marked complete instead of being left open — no one has to ask “Is this finished?”
  • Events that need attention are easy to spot because they remain in the To Do or In Progress columns.
  • The team spends less time asking “Has this been started yet?” because the board answers that question visually.

​
Common mistakes to avoid

Do not mark work complete too earlyComplete means the work is truly finished. If the car still needs inspection, the customer has not been notified, photos have not been taken, or billing has not been handled, keep the event in an active status until everything is done.
Do not use Progress view to change the timeProgress view is for tracking status (where work stands). To change the date, time, duration, assignee, vendor, or notes, click the event card and use Edit Event instead.
Keep filters in mindIf a card seems missing from the board, clear the search field, turn off Assigned to me, and check the date range. The card may be filtered out, not gone.

​
Troubleshooting

I do not see custom status columnsCustom status columns appear only when your team has custom statuses set up for that event type. Ask an admin to review the event type in Settings > Events & schedule and add custom statuses if your team needs them.
I cannot move a cardSome events, such as pending approvals, cancelled events, declined requests, or recurring instances, may not be movable in the same way. Click the event card to open its details and see what actions are available from there.
The board is showing too much workUse Today instead of This Week for a tighter focus. Or use Search or Assigned to me to narrow down the cards. A crowded board is hard to use — filter until it shows only what matters right now.

​
Run the full workflow from a card

When a technician needs to take photos, record odometer readings, or complete checklists—not just change status—open the card and click Open Event. Follow Run event workflow from Schedule for the full floor workflow screen.
Status on the board vs. work on the workflow pageChanging status on the Progress board is quick for managers. Technicians doing hands-on work should still use Open Event so photos and vehicle readings are saved in the right place.

​
What to do next

If a card needs a date or assignment change, click it and follow Update, assign, or reschedule an event. If the work is no longer happening, follow Cancel or delete a scheduled event. To scan all events as a list, try Use Table view on Schedule.