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  • 1.  Save schedule filter

    Posted 09-09-2026 11:44

    I have a group of agents that we will use at a priority skill level for certain queues.   When filtering by their names to see their schedules only in my MU, is there a way to save this filter so I can easily pull these individuals' schedules up? 


    #ScheduleManagement

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    Nicky
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  • 2.  RE: Save schedule filter

    Posted 09-10-2026 06:32

    Hi Nicky,

    As far as I know, Workforce Management doesn't currently provide a way to save a custom agent-name filter in the schedule view for later reuse. The filters are typically session-based, so when you leave and return to the schedule screen, you'll need to reapply them.

    A possible workaround is to create a management unit, planning group, or team structure that allows those priority-skill agents to be grouped together, making them easier to locate and filter. Depending on your WFM configuration, this can reduce the need to manually search for individual names each time.

    Hopefully someone from the Genesys team can confirm if there have been any recent enhancements or roadmap items related to saved schedule views or persistent filters.



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    Cesar
    INDRA COLOMBIA
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  • 3.  RE: Save schedule filter

    Posted 09-10-2026 08:54

    Thanks Cesar for replying!

    They are part of a larger MU, planning group and on different teams already.  Hopefully there will be a feature enhancement as we run into this on multiple occasions if we have a group of reps working a special project or something similar.  It would be really handy to have this option as we did in my previous WFM software.



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    Nicky
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    Original Message


  • 4.  RE: Save schedule filter
    Best Answer

    Posted 09-10-2026 09:12
    Edited by Jason Kleitz 09-10-2026 12:34

    Have your tired creating a group?

    User Management > Groups. 

    We use this to create groups of agents and then you can filter by that group in the schedules. 

     



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    Lindsay
    WFM Analyst
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  • 5.  RE: Save schedule filter

    Posted 09-10-2026 09:27

    Thank you!   This should work!



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    Nicky
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    Original Message


  • 6.  RE: Save schedule filter

    Posted 09-11-2026 04:44

    We create different Work Teams for agents within the same MU and we filter the schedule by MU or Work Teams because it allows you to switch between only this 2 entities. You can try this approach too, to see whether it helps.



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    Ispas Ana
    Workforce Management Business Partner
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    Original Message


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