> ## Documentation Index > Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Use the Whiteboard view on Schedule > See scheduled work as cards on a board when your team thinks in tasks more than clock times. ## What you will accomplish You will open **Whiteboard** view on [Schedule](https://www.carstoragesoftware.com/dashboard/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](https://www.carstoragesoftware.com/dashboard/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. ## 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](/docs/schedule/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 opens** Set **DATE RANGE** to **Today**, open [Use full-screen schedule display](/docs/schedule/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. ## 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 board** **Whiteboard** 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](/docs/schedule/track-work-in-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](/docs/schedule/update-assign-or-reschedule-an-event). ## Before you start * Open [Schedule](https://www.carstoragesoftware.com/dashboard/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](/docs/schedule/create-an-appointment) if the board is empty. ## Open Whiteboard view **Close What's New first** If 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**. On [Schedule](https://www.carstoragesoftware.com/dashboard/schedule), click **Filters & Settings** near the top-right. **Expected result:** A panel opens on the right with **View Mode** and calendar options. Click **Whiteboard**. **Expected result:** The time grid disappears. Scheduled work appears as **cards** in a board-style layout. 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 cards** Whiteboard 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](/docs/schedule/read-calendar-icons-and-badges). ## Read a card and open details 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. 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. To move a time or change who owns the job, use **Edit Event** and follow [Update, assign, or reschedule an event](/docs/schedule/update-assign-or-reschedule-an-event). To mark work started or finished, switch to [Track work in the Progress view](/docs/schedule/track-work-in-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.* ## Use Whiteboard during a morning stand-up 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. 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. 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. ## Narrow the board with search and filters Type a customer name, vehicle, plate, or note in the **Search** box at the top of Schedule. **Expected result:** Only matching cards stay visible. Click **Assigned to me** to hide everyone else’s cards. **Expected result:** You see only events assigned to your user account. When online requests are waiting, click **Needs Approval** and follow [Approve or decline a customer booking request](/docs/schedule/approve-or-decline-customer-booking-requests). ## Common mistakes to avoid **Do not drag cards expecting them to move on the board** Unlike **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 dates** Clear **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. ## Troubleshooting **Whiteboard looks empty but Calendar has events** Clear **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 columns** That workflow belongs in **Progress** view. Open [Track work in the Progress view](/docs/schedule/track-work-in-progress-view) when you need **To Do**, **In Progress**, and **Done** columns. ## What to do next * Put new work on the calendar with [Create an appointment](/docs/schedule/create-an-appointment). * Sort and scan events as rows with [Use Table view on Schedule](/docs/schedule/use-table-view-on-schedule). * Compare views in [Find and filter scheduled work](/docs/schedule/find-and-filter-scheduled-work). * Show the same work on a wall TV with [Use full-screen schedule display](/docs/schedule/use-full-screen-schedule-display). * Return to [Schedule overview](/docs/schedule/overview). ## Related topics - [Track work in the Progress view](/docs/schedule/track-work-in-progress-view.md) - [Find and filter scheduled work](/docs/schedule/find-and-filter-scheduled-work.md) - [Schedule overview](/docs/schedule/overview.md) - [Create an appointment](/docs/schedule/create-an-appointment.md) - [Use Table view on Schedule](/docs/schedule/use-table-view-on-schedule.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.