How to View Your Schedule Overview

When you use the Houzz Pro Schedule for your projects and leads, you can make sure everything stays on track as projects progress. While you can create and view a detailed schedule for each individual project, you can also view all projects in one place using your schedule overview.

In the schedule overview section on both desktop and mobile, you can view a detailed breakdown of your scheduled items across all your projects and leads. This big picture overview quickly allows you to see the phase each project or lead is in so you can keep everything on track.

Schedule Overview on Desktop

To access schedule overview on desktop, select the Search icon in the left-hand navigation, and click on Schedule Overview.

Once in the schedule overview, you can easily customize what is shown. At the top, you can:

• Select to view your schedule on a daily, weekly or monthly level.
• Adjust schedule settings, such as workday settings, exceptions and templates, in the Actions dropdown.
• Filter by assignees and/or decide which items to include (Open, Completed, or All).

Adjust Included Projects and Leads

In the Leads/Projects dropdown filter, you can edit which projects and leads appear in your schedule overview.

For leads, your individual leads will be listed — de-select the checkbox next to a lead if you would like to remove it from your overview.

For projects, they will be organized by project status — Open, In Progress, Done and Closed. De-select the checkbox next to the status to remove all projects listed under that status. If you like to de-select individual projects instead, click the ^ icon next to the status, and a list of individual projects will appear. De-select the checkbox next to the project you would like to remove from your overview.

After your changes are complete, be sure to click Apply to adjust what is shown in your schedule overview.

Change Project Colors

Your selected projects and leads will appear in the left menu. The project colors included in your schedule overview are based on the individual project settings.

If you would like to change the color used for a project, you can do this on the individual project overview page next to the project name, as shown below.

Please Note: At this time, you can only adjust the color used for projects, but not for leads.

Gantt Format of Schedule Overview

The calendar format is the default for schedule overview, but you can also view it in the Gantt format if you prefer.

Within this view, you can make more granular adjustment to the timeline — you can filter by hours, days, weeks, months, and even quarterly or yearly for a higher level overview.

Just like with the calendar view, you can adjust which projects/leads appear in the filter at the top. You can also use the Projects and Leads tabs in the left menu to adjust your view.

Schedule Overview on Mobile

The schedule overview is also available on the Houzz Pro mobile app as well. To access, select the Schedule section on your app homepage, or click the More button in your bottom navigation, then select Schedule from the menu.

At the top of your schedule overview, you can adjust the filters, including assignees, projects/leads, and items.

You can also click the three lines icon at the top to adjust to a list view instead (as shown below). Please Note: Gantt view is not available in the mobile app.