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What you will accomplish

You will open Whiteboard view on Schedule and use it like a card board of today’s work—without reading a clock grid hour by hour. Expected outcome: Service managers and front-desk staff can scan how many jobs are on the board, open any card for full details, and switch back to Calendar or Progress when they need exact times or status columns.
  • Open Schedule in Whiteboard view.
  • Read event cards at a glance and open details when needed.
  • Set DATE RANGE to Today or This Week before a stand-up meeting.
  • Switch back to Calendar or Progress when you need times or completion status.
Use the Whiteboard when your team wants to scan what is on the board today without reading a time grid. Each scheduled item appears as a card with the customer, vehicle, event type, and time.

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When Whiteboard helps most

  • Your shop runs many same-day jobs and staff ask “What else is on the list?”
  • You run a stand-up meeting and want cards on a big screen (pair with Use full-screen schedule display).
  • Table view feels too spreadsheet-like but Calendar feels too time-focused.
  • Detail or service managers want to count jobs for a day without reading a clock grid.
Try Whiteboard before the shop opensSet DATE RANGE to Today, open Use full-screen schedule display on a wall monitor, and walk through each card during stand-up. Staff can spot missing assignments before the first vehicle arrives.

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Quick comparison: which Schedule view should I use?

Calendar — “What is happening at 2:00 PM?”Table — “Sort and scan a long list with columns.”Whiteboard — “What jobs are on the board today, shown as cards?”Progress — “What is waiting, in progress, or done?”
Whiteboard is not the Progress boardWhiteboard still shows events by date and time on cards. Progress groups work by status (To Do, In Progress, Done). Use Track work in the Progress view when you are tracking whether work is finished, not just what is scheduled.
Need to assign a vendor to a card?Whiteboard shows who is assigned on each card. To add or change a vendor or staff member, click the card and use Edit Event. See Update, assign, or reschedule an event.

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Before you start

  • Open Schedule.
  • Know the date range you care about (today vs the whole week).
  • Have events already on the calendar — create new work with Create an appointment if the board is empty.

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Open Whiteboard view

Close What’s New firstIf a What’s New pop-up covers the center of the screen after sign-in, click Got it before you follow screenshots or tap Filters & Settings.
1

Click Filters & Settings

On Schedule, click Filters & Settings near the top-right.Expected result: A panel opens on the right with View Mode and calendar options.
2

Choose Whiteboard under View Mode

Click Whiteboard.Expected result: The time grid disappears. Scheduled work appears as cards in a board-style layout.
3

Pick a date range

Open Filters & Settings and look for DATE RANGE (this section appears in Whiteboard and Progress views). Choose Today, This Week, or This Month.Expected result: Cards update to show events in that date range. This Week is a common choice for morning stand-up meetings.Why this matters: Whiteboard without a date range can feel crowded. Today keeps stand-up meetings focused on what is actually happening now.
Filters and Settings panel on Schedule with Whiteboard view selected and DATE RANGE options such as Today and This Week
In Whiteboard view, open Filters & Settings and set DATE RANGE to Today or This Week before a stand-up meeting.
Schedule Whiteboard view showing scheduled work as cards with vehicle names, customers, event types, and times
Whiteboard view shows each scheduled item as a card. Open a card to see full details or make changes.
Indicators on cardsWhiteboard cards show the main text (customer, vehicle, time). Small billing or damage marks from Calendar view may not appear on every card. Open the card or switch to Calendar when you need those corner indicators. For a full legend of calendar icons, read Read calendar icons and badges.

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Read a card and open details

1

Scan the card text

Each card usually shows:
  • Event type (color helps you spot drop-offs vs service vs pickups)
  • Vehicle or customer name
  • Time (start time or time range)
Why this matters: Staff can answer “Is the Urus detail still on today?” without opening the calendar hour-by-hour.
2

Click the card when you need more

Click the card to open the event details panel.Expected result: You see notes, assignment, status, and buttons such as Edit Event or status actions.
3

Make changes from the details panel

To move a time or change who owns the job, use Edit Event and follow Update, assign, or reschedule an event.To mark work started or finished, switch to Track work in the Progress view.
Schedule event details panel showing customer, vehicle, scheduled time, notes, and Edit Event button
Click any Whiteboard card to open full details. Use Edit Event for time or assignment changes; use Progress view when you need to track whether work is finished.

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Use Whiteboard during a morning stand-up

1

Open Whiteboard for today

Follow the steps above and set DATE RANGE to Today (or This Week for a longer stand-up) in Filters & Settings.Note: 1 Day and 3 Day buttons belong to Calendar view, not Whiteboard. Whiteboard uses Today, This Week, and This Month.Expected result: Cards represent today’s (or this week’s) scheduled work.
2

Scan cards out loud

Read event type, vehicle or customer, and time on each card. This helps the team spot missing assignments or double-booked bays early.Why this matters: Whiteboard is a planning view. Catching gaps in the morning prevents afternoon surprises.
3

Open cards that need clarification

Click any card with thin notes or an Unassigned owner. Add notes or assign someone before work starts.Expected result: Handoffs are clear before vehicles arrive.

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Narrow the board with search and filters

1

Use Search when the board is crowded

Type a customer name, vehicle, plate, or note in the Search box at the top of Schedule.Expected result: Only matching cards stay visible.
2

Use Assigned to me for your own list

Click Assigned to me to hide everyone else’s cards.Expected result: You see only events assigned to your user account.
3

Use Needs Approval when customers book online

When online requests are waiting, click Needs Approval and follow Approve or decline a customer booking request.

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Common mistakes to avoid

Do not drag cards expecting them to move on the boardUnlike Progress view, Whiteboard cards are not a drag-and-drop status board. Moving work between stages happens in Progress view or inside the event details panel.
An empty board usually means filters or datesClear Search, turn off Assigned to me, and widen the date range in Filters & Settings. The events may still be on the calendar in another view.

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Troubleshooting

Whiteboard looks empty but Calendar has eventsClear Search, turn off Assigned to me, and widen the date range. Whiteboard respects the same filters as other views.
I expected to drag cards between columnsThat workflow belongs in Progress view. Open Track work in the Progress view when you need To Do, In Progress, and Done columns.

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What to do next