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Advanced Schedule Management Actions

Updated over 2 months ago

Atto’s Scheduling feature includes advanced tools to help managers organize, filter, and manage shifts more efficiently. These options can be accessed from the More menu and include filtering, exporting, and schedule management actions.


How to Access Advanced Actions

  1. Go to the Scheduling page

  2. Tap the floating ➕ icon to open the shift creation view

  3. Tap the “More” icon (top-right corner) to open the advanced actions menu


Available Advanced Actions

✅ Download Schedule as PDF

  • Sends the current schedule to your email as a PDF report

  • Useful for sharing with others or keeping a physical record


✅ Filter Shifts

  • By Job Code – View shifts assigned to specific tasks or roles

  • By Job Site – See where team members are assigned across locations

  • By Team Member – Focus on individual employees to check their weekly shifts


✅ Clear Schedule Options

  • Clear Entire Schedule

    • Removes all shifts from the current week

    • Useful when starting from scratch or making large schedule changes

    | 📌 Note: A new week in Atto always begins with a blank schedule

  • Clear Only Draft Shifts

    • Deletes only unpublished shifts

    • Keeps published shifts intact while giving you a clean draft space


✅ Mark All Shifts as Open

  • Converts all scheduled shifts into open shifts, so anyone can claim them

  • Requires each shift to have a job code

    | 📌 Shifts without a job code will be automatically removed


Why These Tools Help

  • Keep your schedule organized and adaptable

  • Filter views for faster planning and review

  • Export or reset your schedule as needed for accurate oversight and reporting


Need more help?

Just message us via in-app chat or reach out to our team — we’ve got you.

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