Overview
The Planner page is a calendar-based view for assigning jobs to people and scheduling them across days, weeks, or months. Use it to balance workload across the team, plan production capacity, and see what each team member is working on at any given time.
👥 Access permissions
Only users with permission to access Planner can view the page. Review user roles before granting access.
📍 Location in the app
Productivity>Planner
Key features
Search
Search by customer name, order #, or labels.
📝 Note
Partial matches are supported. For example, typing "61" returns any customer or order with "61" in its name or number (e.g. "610").
Views
Saved Views capture a combination of filters, so the same view can be reloaded across sessions.
Save a new view
Apply the relevant filters and click Views then select
Save new view.
Enter a view name and (optionall) tick
Set as your default view.
Click
Save.
Edit a saved view
Apply the changes (filters and sorts).
Click
Views.Hover over the view name and click
edit.Update the name if needed, then click
Update.
Delete a saved view
Click
Views.Hover over the view name and click
edit.Select
Delete.
📝 Notes
A view can be set as the default at any time by ticking
Set as your default viewwhile adding or editing it.Saved Views in Workflow are visible to all team members on their Workflow.
Filters
Narrow and customise the Planner view by toggling these filters.
Show/Hide user
Show or hide users based on their area of specialisation.
Show/Hide statuses
Show or hide orders, whether Scheduled or Unscheduled.
Filter by status
Filter job cards by their assigned status.
Filter by assignee
Filter job cards by the assigned team member. Both Standard and Assignee user types added to the workspace appear in the filter list.
Filter by labels
Filter by any of the labels configured in the workspace.
Required date
Set a date range so only job cards with a required date in that range appear on the Planner.
Settings
Configure working hours for the team and the details displayed on order cards.
Order pane
List of all the orders ready to be assigned to a time slot on the Planner calendar. Collapse or expand the list to free up space alongside the calendar.
Calendar
Switch between daily, weekly, or monthly views to see scheduled orders at different levels of detail.