A Schedule Custom View lets an Administrator save a named, filtered version of the schedule and reuse it with one click.
For example, you might create views such as:
Site A - open shifts
Animal Categories
Shifts I coordinate
A view is simply a saved set of filter criteria. You can build one around a single site, a category/opportunity, a shift title, a coordinator, vacancy status, shift tags, or any combination of these.
You can also set one view as your home view. When a home view is set, the schedule (and the bulk shift actions) open already scoped to it instead of loading every shift in your organization.
Custom Views offer three main benefits:
Faster loading for large organizations. Organizations with many opportunities and shifts can be slow to load the full schedule, because every shift in the date window is fetched. A custom view filters the shifts on the server, so only the relevant subset is loaded and the schedule and action popups open noticeably faster.
Focused, less cluttered views. Instead of scrolling past everything, you see only what you care about, such as your site, your program, or open shifts that still need people.
Segmentation per Administrator. Each Administrator sets their own home view, so a site manager can default to their site while the account holder defaults to everything, without changing anyone else's experience.
Open the Schedule page. In the left sidebar, at the top, there is a Schedule view dropdown. It shows the currently active view (or "All shifts").
Click it to open the dropdown. You will see All shifts, a Favorites group (if you have starred any), your other saved views, and a + New schedule view button at the bottom.
A home icon marks the view that loads by default, a star marks favorites, and a pencil opens a view for editing.
Selecting a view immediately reloads the schedule scoped to it. Selecting All shifts removes the scope.
When you first load the schedule, it opens on your home view automatically (if you have set one). Otherwise it shows All shifts.
The same view selector appears at the top of the schedule's bulk action popups, so those heavy lists also load scoped and you can switch views in place:
Assign upcoming shifts (the "Select shifts" step)
Log hours & absences
Log past shift
Mass cancel shift / Mass cancel booking
Edit shifts / Edit time slots / Edit spots
Export schedule
Each of these defaults to your home view and lets you switch (including back to "All shifts").
Saved schedule views also appear in the organization-wide Custom Views report, alongside Forms, Database, and Reports views. Opening one there deep-links to the Schedule with that view applied for the session.
Open the Schedule view dropdown in the left sidebar and click + New schedule view (or click the pencil to edit an existing one).
A centered popup opens. Give the view a name.
Under "Show shifts matching the following criteria", set any combination of the filters below. All are optional, and only the ones you set are applied.
Optionally tick Set as my home view and/or Add to favorites.
Save. Editing a view also offers a Delete option.
You can filter a view by any combination of the following:
Categories - limit to shifts under specific programs/categories.
Opportunities - limit to specific opportunities (roles).
Shift Title - match the shift title, with an operator: contains / is / is not / does not contain.
Sites - limit to shifts whose opportunity/category is linked to the chosen sites.
Coordinators - shifts where the chosen people are coordinators (matched at either the shift level or the role level).
Watchers - shifts where the chosen people are watchers (shift- or role-level).
Vacancy - Any vacancy / Has vacancy / Fully reserved / Has reservations.
Shift tags - limit to shifts carrying specific tags.
Each dropdown has a search box, so you can filter long lists (sites, opportunities, coordinators, and so on) as you type.
The home view is set per Administrator, which means setting a view as home only affects you. Only one view can be your home at a time, so setting a new one replaces the previous.
All shifts is always available as a one-click escape from any scoped view.
A few behaviors are worth keeping in mind:
The Sites list respects access. Account holders and organization-wide Administrators see every site when building a view. Site-scoped Administrators see only their assigned sites.
Locked-opportunity context. When a popup is opened locked to a single opportunity (for example, from an Opportunity dashboard), the view selector is hidden and the opportunity scope takes precedence.
Explicit filters take precedence. If you have already picked a specific opportunity inside a popup, that selection wins over the saved view for that load.
Layout is separate. The month / week / day (and calendar vs list) layout preference is still controlled by the existing "save as default layout" control. A custom view stores filters only, not layout.