RB User Guide > Calendar > Jobs > Viewing job calendars
Viewing monthly job calendars
Use Monthly View to see jobs in a month-by-month calendar with brief descriptors of the jobs. A bar at the bottom of each day’s box lists the total settings/cancellations for the day. Listings are color coded based on their job status. (Job status colors are set in System Preferences > Calendar > Job Status Color.)
- Monthly View defaults to all jobs for the current month. Today’s date has a gray background to highlight it. If your screen is smaller than the calendar view, it will automatically be scrolled down to show today’s date. Use search criteria to restrict the view/find jobs. See Searching jobs.
- Roll over a job listing to pop up additional job information.
- Click on the job listing to open the job detail window (see Updating jobs).
- To view more information in Monthly View:
- Click on the bar at the bottom of a day’s box to pop up a window listing all of the day’s jobs in a Jobs (List View) format. Like List View, the popup window dynamically sizes itself to the underlying window, and is maximized in size so you can see more with less scrolling.
- Page back and forth through months by clicking
or
at the top of the calendar.
- Jump to a particular month by clicking the month name and selecting a new month in the Date Navigator.
- Return to the current month by clicking Today.
- If the whole monthly calendar is not visible, use the scroll bars to view hidden sections. Or click Today to automatically scroll the current calendar page to today’s date. The top navigation bar stays visible when scrolling a calendar page vertically so you can easily see the month and year and navigate to other calendar pages.
NOTE: Monthly View customization
You can customize what identifying information appears in the job descriptions, and set a maximum number of jobs to display per day in System Preferences > Calendar > Jobs (Monthly View).
TIP: Find a job by date
Use Monthly View to locate jobs quickly when clients call inquiring about a job by date.
Reference
Step-by-step instructions