> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Table view on Schedule

> Scan, sort, and review many scheduled events in a list when the calendar feels too crowded.

## What you will accomplish

You will open **Table** view on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) and use it like a sortable list of every visit on your calendar. This helps when you need to scan a busy week, sort by status, or open several events in a row without hunting for colored blocks on the time grid.

When you finish this guide, you will know how to:

* Switch from Calendar to **Table** view in **Filters & Settings**.
* Sort events by date, status, customer, or vehicle.
* Open full event details from the **Details** button on any row.
* Show or hide columns your team actually needs.
* Move through long lists using page controls at the bottom.

## When Table view helps most

* Monday morning when many events arrived over the weekend and you need a quick scan.
* You want to sort by **Status** to see everything still **Incomplete** or waiting on **Pending Approval**.
* The calendar groups overlapping visits into one block and you need each event on its own row.
* Front desk is clearing overnight **Needs Approval** requests and wants a sortable list instead of clicking calendar blocks.

<Tip>
  **Table is not the Progress board**

  **Table** shows events as rows with columns (date, customer, status, and more). **Progress** groups work by stage (**To Do**, **In Progress**, **Done**). Use [Track work in the Progress view](/docs/schedule/track-work-in-progress-view) when you care about whether work is finished—not just when it is scheduled.
</Tip>

## Before you start

* Open [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) from the dashboard sidebar.
* Make sure events already exist on the calendar. If the list is empty, create one with [Create an appointment](/docs/schedule/create-an-appointment).
* Know what you are looking for: a date range, a customer name, or a status such as **Pending Approval**.

## Open Table view

<Steps>
  <Step title="Click Filters & Settings">
    On [Schedule](https://www.carstoragesoftware.com/dashboard/schedule), click **Filters & Settings** near the top-right.

    **Expected result:** A panel opens on the right with **VIEW MODE** at the top.
  </Step>

  <Step title="Choose Table">
    Under **VIEW MODE**, click **Table**.

    **Expected result:** The page title area shows **TABLE** next to **Schedule**. The time grid disappears and rows of events appear instead.
  </Step>

  <Step title="Confirm events are listed">
    Each row shows one scheduled visit. You should see columns such as **Date & Time**, **Event Type**, **Status**, **Vehicle**, **Customer**, and **Description**.

    **Why this matters:** One row equals one event. Nothing is hidden inside a grouped calendar block.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-table-view-populated.webp?fit=max&auto=format&n=G8UHOQQoCr9klzqv&q=85&s=4aeb8cd47178204393c35e4674bde49a" alt="Schedule Table view showing sortable columns for date and time, event type, status, vehicle, customer, and description with color-coded event type badges" width="1194" height="655" data-path="images/schedule/schedule-table-view-populated.webp" />
</Frame>

*Table view lists every event on its own row. Color badges help you spot **Dealer Service**, **Internal Service**, and **Vehicle Transport** visits at a glance.*

## Read the columns

<Info>
  **Date & Time** — when the visit starts (and often how long it runs).

  **Event Type** — the kind of work, such as **Dealer Service** or **Internal Service**. Each type has a color badge.

  **Status** — where the visit stands. You may also see workflow progress (for example **3 of 5 steps**) or a custom status badge when your event type uses one.

  **Vehicle** — year, make, and model when the event is tied to a car.

  **Customer** — who the visit is for.

  **Description** — notes your team added when the event was created.

  **Billing** (optional) — invoice or quote status when your team links billing to visits. Turn this column on in **Filters & Settings** when front desk needs to see who still owes money.

  **Actions** — the **Details** button to open the full event panel.
</Info>

## Sort and group rows

<Steps>
  <Step title="Click a column header to sort">
    Click **Date & Time**, **Status**, **Customer**, or another column header.

    **Expected result:** Rows reorder. Click again to reverse the sort direction.

    **Why this matters:** Sorting by **Status** groups incomplete work together—helpful on Monday mornings.
  </Step>

  <Step title="Use Status to find stuck work">
    Sort by **Status** to see **Pending Approval**, **Scheduled**, or **Incomplete** events at the top or bottom of the list.

    **Expected result:** You can clear overnight booking requests or follow up on visits that never moved to **Complete**.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-table-sort-status.webp?fit=max&auto=format&n=G8UHOQQoCr9klzqv&q=85&s=815dec381c6c03fb01a76c4c4152f189" alt="Schedule Table view with the Status column sorted, showing Cancelled, Complete, Incomplete, and Pending Approval rows grouped together" width="1440" height="900" data-path="images/schedule/schedule-table-sort-status.webp" />
</Frame>

*Click the **Status** column header to sort rows. Many teams sort by status on Monday mornings to clear **Pending Approval** and **Incomplete** work first.*

<Tip>
  **Pair Table with Needs Approval**

  Click **Needs Approval** before you switch to **Table** view when you only want to review online booking requests. See [Approve or decline a customer booking request](/docs/schedule/approve-or-decline-customer-booking-requests).
</Tip>

<Tip>
  **Billing column vs calendar dots**

  On **Calendar** view, small colored dots on event blocks can also show invoice status. Table view is easier when you want to **sort** by billing state. See [Find and filter scheduled work](/docs/schedule/find-and-filter-scheduled-work) for what the dots mean.
</Tip>

## Open event details from a row

<Steps>
  <Step title="Find the row you need">
    Scroll the list or use the **Search** box at the top to narrow rows by customer, vehicle, or notes.

    **Expected result:** Only matching rows stay visible.
  </Step>

  <Step title="Click Details">
    On the right side of the row, click **Details**.

    **Expected result:** The event panel opens on the right (or as a full sheet on a phone). You see the same information as when you click an event on the calendar—time, customer, vehicle, notes, **Edit Event**, and **Open Event** when the visit uses a workflow.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-table-event-details.webp?fit=max&auto=format&n=G8UHOQQoCr9klzqv&q=85&s=7bd048d2b7008217bb35387eedc839df" alt="Schedule Table view with an event details panel open showing scheduled time, vehicle, customer, notes, and Open Event button" width="1440" height="900" data-path="images/schedule/schedule-table-event-details.webp" />
</Frame>

*Click **Details** on any row to open the full event panel. From here you can **Edit Event**, change status, or click **Open Event** to run the floor workflow.*

## Show or hide columns

Some teams want extra columns visible (such as billing). Others hide columns on a small laptop screen.

<Steps>
  <Step title="Open Filters & Settings while in Table view">
    Click **Filters & Settings** again. Look for a **COLUMNS** section in the panel.
  </Step>

  <Step title="Choose which columns appear">
    Turn columns on or off to match how your team works. Drag column names up or down to change the order they appear in the table.

    **Expected result:** The table refreshes with only the columns you selected, in the order you chose. Your choices are saved for your user account the next time you open Schedule.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-table-columns-panel.webp?fit=max&auto=format&n=G8UHOQQoCr9klzqv&q=85&s=cc017077d1b26d3fa2d40ab7c8bf05d7" alt="Filters and Settings panel on Schedule Table view showing VIEW MODE with Table selected and COLUMNS section for customizing visible table columns" width="1440" height="900" data-path="images/schedule/schedule-table-columns-panel.webp" />
</Frame>

*In Table view, open **Filters & Settings** to switch views and choose which columns appear in the list.*

## Move through long lists

When your facility has many events, the table may span more than one page.

<Steps>
  <Step title="Check the bottom of the table">
    Look for text such as **Showing 1 to 25 of 48 events** and arrow buttons to move between pages.
  </Step>

  <Step title="Change rows per page if available">
    Some screens let you pick how many rows show at once (for example **25**, **50**, or **100**).

    **Why this matters:** A higher number means fewer page clicks when you are auditing a full week.
  </Step>
</Steps>

## Pair Table view with quick filters

Table view works with the same top-bar filters as every other Schedule view.

* **Search** — type a customer name, vehicle, plate, or note to hide rows that do not match.
* **Needs Approval** — show only online booking requests waiting for your team. See [Approve or decline a customer booking request](/docs/schedule/approve-or-decline-customer-booking-requests).
* **Assigned to me** — show only events assigned to your user account.

<Tip>
  **Clearing overnight booking requests**

  Click **Needs Approval**, switch to **Table**, sort by **Date & Time**, then open **Details** on each **Pending Approval** row. Table plus **Needs Approval** is often the fastest Monday-morning workflow.
</Tip>

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/G8UHOQQoCr9klzqv/images/schedule/schedule-table-needs-approval.webp?fit=max&auto=format&n=G8UHOQQoCr9klzqv&q=85&s=bcf91062f2db47a9b17d4fc73a3ca028" alt="Schedule Table view with Needs Approval filter on, showing only pending online booking rows" width="1440" height="900" data-path="images/schedule/schedule-table-needs-approval.webp" />
</Frame>

***Needs Approval** plus **Table** view is a fast Monday-morning workflow: one sortable list of every portal request waiting for your team.*

## Common mistakes to avoid

<Warning>
  **Looking for time gaps in Table view**

  Table view does not show open time slots on a clock grid. Use **Calendar** view when you need to answer “Is 2:00 PM free?” Switch back with **Filters & Settings** → **Calendar**.
</Warning>

<Tip>
  **Thinking a missing row means the event was deleted**

  Clear the **Search** box, turn off **Assigned to me**, and check that you are not filtering to **Needs Approval** only. The event may still be on the calendar in another view.
</Tip>

## Troubleshooting

<Warning>
  **The table looks empty**

  Create a test event with [Create an appointment](/docs/schedule/create-an-appointment), or widen your filters. An empty search field and **Needs Approval** turned off should show all events in range.
</Warning>

<Tip>
  **I cannot find Open Event on a row**

  **Open Event** appears in the **Details** panel, not on the row itself. Click **Details**, then look for the blue **Open Event** button. Some event types (such as **Calendar Block**) do not use workflows. See [Run event workflow from Schedule](/docs/schedule/run-event-workflow-from-schedule).
</Tip>

## What to do next

* Clear online requests with [Approve or decline a customer booking request](/docs/schedule/approve-or-decline-customer-booking-requests).
* Run floor work with [Run event workflow from Schedule](/docs/schedule/run-event-workflow-from-schedule).
* Compare all four views in [Find and filter scheduled work](/docs/schedule/find-and-filter-scheduled-work).
* Return to [Schedule overview](/docs/schedule/overview).


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.