## Compressed toolbar

### Adjusting the time period
- The date selector lets you fully customize what date range you would like to view and the **Today** dropdown lets you quickly hop to preset dates.
- You can click on the left and right arrows to move the timeline forward or backward by the selected date increment.

### Adjusting the zoom
- Using the `Zoom in` and `Zoom out` and fullscreen buttons, you can change how large the timeline is. This is especially useful when you are trying to view a longer time range (for example a week or a month).

### Customizing timezones, columns, and metrics

**Timezones**
- Click the clock icon to customize what timezone you would like to view your timeline in.

**Additional columns**
- Clicking on the tab icon brings up a popup that lets you add extra columns to provide more context in the schedule.
  - Some common use cases we’ve seen are:
    - Pulling in information about the agent’s team, specialization, and location into the schedule.
    - Adding columns to sum up how much time is spent for specific event types.
    - These custom columns can be added to either the right or left side of the schedule. You can give the column a unique name under _Column title_ and select the _Column type_ from the available list in the drop-down menu.

**Metrics**
- The `Metrics` button lets you add or remove rows that show up in the schedule header.
  - Available metrics include:
    - **Forecast** - count of the projected support volume at the interval (corresponds to the red line displayed when you select Contacts).
    - **Forecasted SLA** - count of projected SLA at the interval.
    - **SLA** - count of SLA at any interval (corresponds to the red line displayed when you select Service Level).
    - **Distinct agents** - count of how many people are staffed at the interval. Note that unlike Scheduled staffing, it will count anyone who is staffed _within_ that interval.
    - **Scheduled staffing** - number of people scheduled at any given interval.
    - **Required staffing** - number of people that need to be staffed at any given interval.
    - **Net staffing** - difference between Scheduled staffing and Required staffing.
    - **Scheduled hours** - number of hours scheduled at any given interval.
    - **Required hours** - number of hours that need to be scheduled at any given interval.
    - **Net hours** - difference between Scheduled hours and Required hours.

### Uploading/exporting schedules
- We provide you the option to import a CSV into the schedule or export the CSV if you'd like to see it on spreadsheets for more custom reporting.

**Export**
- To export your schedule click on the `Export schedule` icon.
- You'll then be prompted to select the format you want to download as well as additional filters.
- If you want to include all events in all layers, including those that are overwritten by other layers, check the `Include all layered events` box.
- Once you're ready to export click `Export`.

**Upload**
- Before uploading a schedule, we recommend exporting the schedule for that time range to use as a template for your upload. _**Note:** Only the **Staffing Timeline export format** is supported. Files without the correct headers may not upload successfully._
- Once you're ready to upload click on the `Upload schedule` icon.
- You'll then be prompted to choose a file and select the option to overwrite conflicts (recommended) or allow conflicts.
- Once you're ready to upload click `Upload events`.
- Some errors you might run into:  
  - Agent does not exist --> check the import ID  
  - Event type does not exist --> check the event types under _Settings > Event types_.

### Additional settings
- **Show mouse line** - shows a dotted line wherever your mouse is that tells you the exact time your mouse is currently at.  
- **Show event times** - shows the start time and duration of events in the event block if it fits.  
- **Hiding unscheduled agents** - is a quick way to filter the schedule to show only the agents scheduled for the day or week selected.  
- **Hide event sources** - hides if the event is coming from Assembled or Google Calendar.

# Secondary toolbar

### Searching for agents
- This search bar lets you view a specific agent and makes it easier to edit their schedules specifically.

### Filter events
- This allows you to filter the view to specific event types. For example, you could use it to view all scheduled lunches, or how many people are off today.  
- Simply select the events you want to filter and click `Update filters`. You can remove the filters by unchecking the event under `Enabled filters`.

### Sorting
- This allows you to do a custom sort against many rules. The most common one we see is sorting by event start time, followed by the agent name.  
- _Note: Regardless of the sorting options, a logged-in agent will always see their schedule at the top of the schedule._

### Filter people
- This lets you filter for specific agents to show. For example you can only show agents on a specific team which makes it easier to view that schedule flow.