Use Week View Effectively
Tips and techniques for navigating and managing your schedule using the week view for optimal workload planning.
What this guide covers
This guide shares tips and techniques for getting the most out of the week view in the JobsiteOn schedule. Week view is the most commonly used calendar view because it balances detail and breadth, showing a full seven days with enough space to read event cards clearly.
By the end you will know how to:
- Navigate the week view efficiently
- Scan for open slots and busy periods
- Compare workload across days
- Use week view for team planning
Before you begin
- You need access to the Schedule module in your JobsiteOn workspace
- Switch to week view by clicking Week in the view switcher in the schedule header
The anatomy of week view
Week view displays seven columns, one for each day of the week. Each column shows a vertical time grid from early morning to late evening. Events appear as colored cards positioned at their scheduled time.
The header of each column shows the day name and date. The current day is highlighted so you can quickly orient yourself.
Screenshot: The week view showing seven day columns with various events distributed across the week, with the current day column highlighted
Tip 1 -- Start each week with a scan
At the beginning of the work week, open week view and scan all seven days before taking action. Look for:
- Heavy days -- Days packed with events may need some work redistributed
- Light days -- Days with few events are opportunities for additional scheduling
- Gaps -- Large empty blocks between events suggest inefficient routing or scheduling
This ten-second scan gives you a mental model of the week before you start scheduling or dispatching.
Tip 2 -- Use the anytime row for deadlines
Events marked as all-day appear in the anytime row at the top of the week view. Use these for deadlines, milestones, or reminders that are not time-specific. The anytime row stays pinned so you can see deadlines even when scrolling through the time grid.
Tip 3 -- Navigate by jumping between weeks
Use the left arrow and right arrow buttons in the header to move one week at a time. Click Today to snap back to the current week. This keeps your start-of-week day consistent as you move forward and back.
Tip: If you need to see a specific date in context, start in month view, click the date to jump to day view, then switch to week view to see the surrounding days.
Tip 4 -- Compare workload across team members
If you apply a team filter and cycle through each team member, you can compare their weekly loads. Look for imbalances where one person has eight events and another has two. Rebalance by reassigning events.
Alternatively, use the dispatch board for a side-by-side comparison, but week view gives you the weekly time context that dispatch view does not.
Tip 5 -- Drag events between days
In week view, you can drag an event card from one day column to another to reschedule it. The event keeps its original time but moves to the new day. This is the fastest way to shift an event by a day or two.
Animation: A walkthrough showing a user dragging an event card from Wednesday to Friday in week view, with the event snapping into the same time slot on the new day
Tip 6 -- Identify schedule patterns
Over several weeks, you may notice patterns:
- Mondays are always overbooked
- Fridays have too many gaps
- Certain event types cluster on specific days
Use these observations to adjust your scheduling strategy. Spread event types across the week for a more balanced schedule.
Tip 7 -- Right-click for quick actions
Right-click (or long-press on mobile) a time slot in week view to quickly create a new event at that exact time and day. The event creation form opens with the date and time pre-filled.
Screenshot: The right-click context menu on an empty time slot in week view showing options to create a new event, create time-off, and paste a copied event
When to switch away from week view
Week view is versatile, but some situations call for other views:
- Detailed daily planning -- Switch to day view for hour-by-hour granularity
- Long-range planning -- Switch to month view to see several weeks at once
- Team dispatching -- Switch to dispatch view for assignment-focused work
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