This guide explains how to view and manage upcoming scheduled events within the list view interface. You will learn how to filter for future dates and customize your event list to see what is coming up.
How do I access the list view for events?
To get started, you'll want to navigate over to the Events module. From the main dashboard, look for the 'Events' tab in the sidebar or top navigation menu. Once you click that, the default view might be the calendar, so you'll need to locate the View toggle and click on 'List View'. This is going to show all of your events in a structured table format rather than on the calendar grid.
💡 Action Steps
Click on the Events module
Select the List View option from the view toggle
How can I filter the list to show future events only?
When you are looking at your list, you might see everything from the past and the future mixed together. To narrow this down, go to the date filter dropdown menu. You are going to select the option for 'Future Events' or 'Upcoming'. This automatically hides anything that has already happened, so you are only focusing on the events that are scheduled for today and beyond.
💡 Action Steps
Open the date filter dropdown menu
Select 'Future Events' or 'Upcoming' from the list of filters
What is the best way to sort events by date?
Now that you have filtered for the future, you want to make sure they are in the right order. Click on the column header labeled 'Date' or 'Start Time'. If you click it once, it will sort them in ascending order, which puts the most immediate upcoming events right at the top of your list. If you click it again, it will reverse that order.
💡 Action Steps
Click the 'Date' or 'Start Time' column header
Toggle the header to sort in ascending order
How do I customize the columns in the list view?
You might want to see specific details for your future events without clicking into each one. Go to the 'Columns' or 'Settings' icon on the right side of the list header. Here, you can check boxes for the information you want to display, such as 'Location', 'Assigned To', or 'Status'. Once you've selected your columns, click 'Apply' to update your view.
💡 Action Steps
Click the 'Columns' or 'Settings' icon
Check the boxes for the fields you want to see
Click the 'Apply' button
How do I search for a specific upcoming event?
If you have a long list of future events and need to find one quickly, use the search bar located at the top of the list view. You can type in the name of the event or a keyword. As you type, the list will live-update to show only the future events that match your search criteria.
💡 Action Steps
Locate the search bar at the top of the list
Type the event name or keyword into the search field
Can I export my list of future events?
If you need to share your schedule or work on it offline, you can export the filtered list. Look for the 'Export' button, usually found under an 'Actions' menu or near the top right of the screen. You can choose to export as a CSV or Excel file. This will take exactly what you see on your screen—your filtered future events—and put them into a spreadsheet for you.
💡 Action Steps
Click the 'Export' or 'Actions' button
Select your preferred file format (CSV or Excel)