Overview
The Planner page lets fabricators visualise jobs against resources (team members) and time (calendar), so the team can balance workload, sequence work, and see what's planned at every level of detail. Custom events can also be added to the Planner alongside scheduled orders.
👥 Access permissions
Only users with permission to access Planner can schedule jobs. Review user roles before granting access.
📍 Location in the app
Productivity>Planner
Planner views
The Planner can be displayed in two main views.
Team view
Displays a list of all users with their assigned jobs in time slots.
Label view
Displays jobs grouped by Label, using the labels configured in the workspace.
📝 Note
Planner views are only available when the calendar is on the Day or Week view.
Assign a job
Drag and drop an order onto the Planner calendar to schedule it.
📝 Notes
Drag and drop scheduling is only available in Team view.
If a job has a label assigned to it, it appears under the matching label row in Label view.
Set start and finish time
A job's duration can be set in either Team or Label view, in two ways.
Via right-click menu (Team or Label view)
Right-click the job.
Select
Set start/finish time.Use the calendar and clock to set the dates and times.
Click
Save.
Via drag (Team view only)
Drag the left or right edge of the job to extend or shrink the time slot.
Assign team members
Right-click the job.
Select
Assign team members.Select the required team members from the list.
Add labels
Right-click the job.
Select
Labels.Select the required labels from the list.
Create an additional time slot
Create a second (or more) time slot for the same job to schedule it across multiple periods.
Right-click the job.
Select
Create additional timeslot.Drag the new time slot to the required date / time.
📝 Note
Time slots created this way are linked. Marking one as complete marks all of them as complete simultaneously.
Delete a time slot
Right-click the time slot.
Select
Delete timeslot.
Mark as done
Right-click the job and select Mark as done. The job turns green on the Planner.
📝 Note
For jobs with multiple time slots (created via Create an additional time slot), marking one as complete marks all of them as complete simultaneously.