Filters and Left Panel - Shifton Help

Use the left panel to filter the schedule view by employees, positions, locations, shift marks, and more. Quickly narrow down what is displayed on the calendar grid.

What Is This?

The left panel on the Schedule page provides powerful filtering tools that let you control exactly what data appears on the calendar grid. It contains three main sections: Filters, Projects, and Schedules list. Using these controls, you can focus on a specific group of employees, a single location, or a particular schedule without the clutter of unrelated data.

Prerequisites

#	Prerequisite	Details
1	Access to the Schedule page	You must have at least one project with a schedule
2	Manager, Admin, or Owner role	Full filter access requires management permissions

Step-by-Step Instructions

Using Filters

Open the Schedule page for your project.

In the left panel, expand the Filters section.

The following filter options are available:

Filter	Description
Select employees	Choose specific employees to display on the grid
Select position	Show only employees who hold a particular position
Select employee marks	Filter by custom marks or tags assigned to employees
Choose a schedule	Display shifts from a specific schedule only
Select locations	Show only shifts assigned to a particular location
Select shift marks	Filter by marks or tags assigned to individual shifts
Select shift status	Filter shifts by their status (e.g., published, draft)

Select your desired filter values from the dropdown menus.

The calendar grid updates automatically as you apply filters.

To find a specific filter value, use the Search field within each filter dropdown.

To remove all filters, click the Reset button at the bottom of the Filters section.

Using the Projects Section

Below the Filters section, find the Projects section.

Each project is listed with a checkbox next to it.

Check or uncheck projects to show or hide their data on the grid.

When multiple projects are checked, all of their employees and shifts appear on the same grid.

Using the Schedules List

Below the Projects section, find the Schedules list.

Each schedule is displayed with:

Element	Description
Color indicator	The color assigned to the schedule, shown as a small dot or bar
Schedule name	The title of the schedule
Checkbox	Check or uncheck to show or hide this schedule’s shifts on the grid
Warning icon	An exclamation mark icon appears if the schedule has expired
Add button	A plus icon to quickly create a new schedule

Check or uncheck schedules to control which shifts are visible on the grid.

Click the add button to create a new schedule directly from the left panel.

Combining Filters

You can apply multiple filters at the same time for precise control.

For example, select a specific position and a specific location to see only nurses scheduled at the downtown clinic.

Filters work together with the Projects and Schedules checkboxes to narrow the view further.

Access Permissions

Role	View Filters	Apply Filters	View Projects Section	View Schedules List
Owner	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes
Manager	Yes	Yes	Yes (assigned projects)	Yes (assigned schedules)
Employee	Limited	Limited	Limited	Limited

FAQ

Q: Do filters affect all users or just me?
A: Filters are personal and only affect your own view. Other users see the schedule based on their own filter settings.

Q: How do I quickly clear all filters?
A: Click the Reset button at the bottom of the Filters section. This removes all active filters and restores the full view.

Q: Can I save a filter combination for later use?
A: Currently, filters are not saved between sessions. You will need to reapply them each time you open the Schedule page.

Q: What are “employee marks” and “shift marks”?
A: Marks are custom tags or labels that can be assigned to employees or shifts. They allow you to categorize and filter by criteria that are specific to your organization, such as “trainee,” “senior,” or “overtime.”

Q: Why do some schedules have a warning icon?
A: The warning icon indicates that the schedule has expired (its end date has passed). You can extend the schedule or create a new one.

Possible Issues and Solutions

Issue	Possible Cause	Solution
Grid shows no data after applying filters	The filter combination is too restrictive	Remove one or more filters, or click Reset to clear all filters
Cannot find a specific employee in the filter dropdown	The employee is not assigned to the current project	Check that the employee is assigned to the project you are viewing
Schedules list shows only one schedule	Other schedules belong to a different project	Check the Projects section and make sure the correct projects are selected
Filters reset when navigating away	Filters are session-based and not saved permanently	Reapply filters when returning to the Schedule page
Expired schedule warning icon is confusing	The schedule end date has passed	Extend the schedule or create a new one for the upcoming period