TimeForge gives you the ability to choose how you want to see employees, schedules, locations, departments, and other lists by switching between a grid with cards and a more traditional table list. Each card in the grid view gives you a focused snapshot of an individual item on your list, while the list view gives you a detailed, customizable list that makes it easier to see everything at once.
This guide will teach you how to easily toggle between the two views, how to filter your lists to see only what you want to see, and how to export your filtered lists for your records.
For new accounts, TimeForge uses the Grid View by default. This view groups your data into simple cards. These cards make it easy to focus on the information you need by providing an overview of each item in the list. Because it's more graphically-oriented, this view is great for small businesses, smaller stores, and new accounts.
More compact than the Grid View, the List View operates like a traditional list with some nifty upgrades. In this view, you can customize which fields or columns are displayed, as well as export your data, making it a cinch to create your own reports and records.
First, make sure you are using the List View. Then, click the Fields button to the upper right of your list.
Select the fields you want to add. Selected fields appear beveled, like toggled buttons (e.g. First Name, Last Name below). There are lots of options, so be sure to scroll down to view them all!
When you're done, simply click anywhere else in the window to return to your list and view your changes.
In the example below, we've disabled some default fields and added whether or not the employee is clocked in and what their default position is:
Having too many columns in your list can be cumbersome and make your list difficult to read. Your list may not display correctly and may not export as intended. It's best to keep your list to a manageable number of columns (less than 10).
First, follow the steps above to customize your list and get it just the way you want it. Then, select the Export button.
Next, select a file format. You can export your list as an Excel spreadsheet, a CSV file, or PDF.
Once you make a selection, the file will save to your computer. You can then print it, email it, analyze it -- whatever you want to do!
Switching between views is incredibly easy! In the upper right corner, you'll see a toggle button. Simply click the left side to view your information as a grid, or click the right side to view your information as a list.
You can swap back and forth to see what you like best. Your settings are unique to your account, and each area of TimeForge (your employee roster, your list of locations, etc.) will remember whether you prefer to see that set of information as a grid or list.