Use Month View Effectively
Tips for navigating the month view calendar, reading dense schedules, and using month view for capacity planning.
What this guide covers
This guide shares tips for getting the most out of the month view in the JobsiteOn schedule. Month view is best for high-level capacity planning, spotting trends, and identifying busy or quiet periods across the entire month.
By the end you will know how to:
- Read event summaries in the month grid
- Use the "+N more" indicator to explore dense days
- Plan capacity and identify open periods
- Navigate between months efficiently
Before you begin
- You need access to the Schedule module in your JobsiteOn workspace
- Switch to month view by clicking Month in the view switcher in the schedule header
How month view works
Month view shows a traditional calendar grid with five or six rows of seven days each. Each day cell displays a compact summary of events scheduled for that date. Due to limited space, each cell shows only the first few events and a "+N more" indicator if additional events exist.
Events in month view are reduced to a single line showing the event time and title. Color coding by event type is preserved so you can identify the nature of the work at a glance.
Screenshot: The month view calendar showing a full month with event summary lines in each day cell, and "+3 more" indicators on several busy days
Tip 1 -- Use month view for capacity planning
Month view is the best perspective for understanding your overall workload. Scan the grid to quickly see:
- Which weeks are fully booked -- Useful for quoting lead times to new customers
- Which weeks have open capacity -- Target these for new estimates and bookings
- Holiday or seasonal patterns -- Identify periods where you typically slow down or ramp up
Tip: At the start of each month, take five minutes to review the month view. This gives you a clear picture of your team's commitments and available capacity.
Tip 2 -- Click a date to drill down
When you see a busy day in month view, click the date cell to jump directly to day view for that date. This is the fastest way to investigate what is happening on a specific day without scrolling through week view.
After reviewing the day, use the browser back button or click Month in the view switcher to return.
Tip 3 -- Read the +N more indicator
When a day has more events than the cell can display, a "+N more" label appears at the bottom of the cell. Click this label to expand and see all events for that day in a popover or to jump to day view.
Do not ignore "+N more" indicators during planning -- a cell showing two visible events plus "+5 more" is actually a very busy day.
Tip 4 -- Spot imbalances across weeks
Look for weeks where the event density varies dramatically from one day to the next. A Monday with eight events followed by a Tuesday with one event suggests an opportunity to redistribute work more evenly.
Screenshot: A close-up of one week row in month view showing Monday and Tuesday cells with very different event densities, highlighting the imbalance
Tip 5 -- Use team filters in month view
Apply a team filter to see just one person's monthly schedule. This gives you a clear view of an individual team member's workload and availability over the month. Cycle through team members to compare their loads.
Tip 6 -- Navigate between months
Use the left arrow and right arrow in the schedule header to move one month at a time. Click Today to jump back to the current month. These controls work identically to navigation in other views.
Tip 7 -- Plan seasonal capacity
For businesses with seasonal demand (landscaping, HVAC, roofing), flip through several months to understand your booking pipeline. If you see heavy booking three months out but nothing five months out, it may be time to ramp up marketing or adjust staffing plans.
Animation: A walkthrough showing a user scanning the month view, clicking a busy date to drill into day view, then returning to month view and navigating to the next month
When to switch away from month view
Month view is great for the big picture but not for detailed scheduling. Switch to:
- Week view -- For daily planning and workload balancing
- Day view -- For hour-by-hour scheduling and conflict resolution
- Dispatch view -- For assigning and dispatching to specific team members
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