Customizing Views
Summary
This tutorial shows you how to customize the Schedule, Projects list, and dashboard views in BuilderPal using filters, toggles, date ranges, and display options so you see exactly the information you need.
Prerequisites
- Role or permission needed: Any team member
- Any setup required: Log in to BuilderPal
Steps
1. Open the View You Want to Customize
- Instruction: Go to Schedule, Projects, or any Project Dashboard from the left sidebar.
2. Apply Filters & Toggles
- Instruction:
Use the controls at the top of the page to:- Turn Assigned Only on or off
- Select date ranges
- Apply status filters
- Change sort options
3. Save Your Custom View (If Available)
- Instruction:
After setting your filters, click Save View or Save as Custom to reuse the view later.
Confirmation
“You’ll know it worked when the view instantly updates to show only the tasks or projects you want to see.”
Tips
- Pro tip: Turn Assigned Only off in the Master Schedule to see the full company workload.
- Shortcut: Bookmark a filtered view for one-click access from any device.