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See everyone's whereabouts on the schedule board

Open Schedule Board in the left menu to see everyone's whereabouts, time out, remote days and leave, plus today's attendance and who is on site, by day, week or month.

최종 업데이트 2026-10-05약 2분

대상

업종
부동산・중소기업・개인사업자
플랜
전체 플랜
기능
영업 관리
이 글의 내용
  1. Overview
  2. Steps
  3. What you see
  4. FAQ

Overview

Open Schedule Board in the left menu to reach the Schedule & Whereabouts screen. Everyone's schedule in the company is shared on one board. You can tell who is out today and when they will be back, or who is off next week, without calling or messaging anyone.

Three kinds of entries appear:

  • Whereabouts: time out, direct-to-site trips, business trips, remote days, in-office days, meetings and leave that each person adds (Add your own whereabouts).
  • Sales activities: visits and other activities away from the office. Once added in Activities they appear here automatically with a ↗ mark; clicking one opens the activity details.
  • Approved leave: added automatically when a leave request is approved (Approved leave appears on the board automatically).

Steps

  1. Open Schedule Board in the left menu. It opens in Day view the first time and remembers the view you used last.
  2. Switch between Day / Week / Month at the top right. Use ‹ › to move and Today to come back.
  3. Filter if needed: Group (All, Work, Leave or Marker), All members (keep only the people you want ticked) and Store (only for companies with several stores).
  4. Click an entry to open it. You can edit your own entries; other people's are view-only.

What you see

  • Day view: a 7:00–22:00 timeline on the left with an all-day row on top. Entries at the same time are shown side by side. On the right are a small month calendar and the member list.
  • Member list (right of the day view): tick or untick a name to show or hide that person. Under each name is the person's status that day.
  • Attendance (member list): On shift, Out, Late, Early leave, Absent or Not clocked in. Not shown on leave days.
  • Today's entries (member list): time and type of the first entry. Further entries show as +N.
  • Visit status (member list): Not checked in (grey), On site (green, pulsing) or Checked out, from check-in and check-out on the mobile app for visit activities.
  • Return: an outing with a return time shows ↩ and the time.
  • Colors: each group has its own color (Work, Leave, Marker). Cancelled entries are faded.
  • Week view: a 7-day timeline (7:00–22:00). Month view: the whole month at a glance.
팁

The small-business dashboard has a Team Today card with today's whereabouts and attendance per member, so you can check today without opening the board.

FAQ

  • Can I add an entry for someone else?: No. You can only add or change your own entries; ask the person to add it (sales activities such as visits can be added in Activities with any owner).
  • I want to change a leave entry: Entries created from leave requests cannot be changed on the board. Change the request in Leave Management.
  • Do Google Calendar events show here?: No. You can, however, export your own whereabouts to Google Calendar (Export to Google Calendar).
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