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Planning Jobs

Assign/schedule work to people and time

Updated over 3 months ago

Use of Planner

Visualise jobs with resource and time.

Planner/Calendar views

Focus on a Team view or Label view.

  • Team View: Display a list of all the users.

  • Label View: Displays Labels based on the Labels you have created.

πŸ—’οΈ Note: Planner/Calendar view are only available


Planner/Calendar settings

  • Navigate between time period i.e. days, weeks or months


Assign Jobs

Drag and drop Orders on to or around the Planner/Calendar to visualise Jobs over time.

πŸ—’οΈ Note: dragging and dropping jobs around the Planner/Calendar view is only possible in Team view.


Set start and finish time

Set the job start and finish time (duration) on the Planner/Calendar (in either Team or Label view) by:

  • Right click mouse > Set start/finish time > use calendar/clock to set dates/times > Save or

  • (In Team view) select the left or right side of the job and drag it to start/end at the required date/time


Assign team members

Assign team members to jobs:

  • Right click mouse > Assign team members > select required team members from the list.


Set Labels

Assign Labels to jobs:

  • Right click mouse > Labels > select required Labels from the list.


Create additional timeslots/duplicate

Duplicate jobs

  • Right click mouse > Create additional timeslot > drag and drop to required date/time.


Delete timeslot

  • Right click mouse > Delete timeslot


Mark as complete/Mark as incomplete

Mark jobs as Complete/Incomplete (by reversing the action):

  • Right click mouse > select Mark as complete (Job will turn green)/Mark at incomplete (Job will be white)

πŸ—’οΈ Note: if Jobs have been duplicated/you've created additional timeslots, if one is marked as Complete they all are simultaneously.


Custom Planner Events

Feature that enables adding Custom Events into Planner without needing to link them to an Order.


Planner/Calendar entry settings

  • Event name: title of the Event (mandatory field)

  • Description: brief context of the Event (mandatory field)

  • All day toggle: start/end time picker is removed in Time (Planner/Calendar entry settings) if enabled

  • Time: display date/time picker

  • Repeat: create an identical Planner/Calendar entry at chosen time interval (daily, weekly, monthly or yearly)

  • Reminder: allow notifications to be set in minutes, hours, days, or weeks prior the Planner/Calendar entry

  • Labels: assign Labels

  • Assignees: assign Team Members (mandatory field)

  • Colour: selected colour is applied as the background for the Planner/Calendar entry on Planner.


Create Custom Planner/Calendar Events

  1. Double click blank space on Planner/Calendar.

  2. Enter the Planner/Calendar Event name and description (mandatory fields).

  3. Enable All day toggle if the Event runs the entire day

  4. Indicate start/end time and date

    All day enabled:

    All day disabled:

  5. Select Repeats options as needed.

  6. Click Add notification to set a reminder for each Team Member assigned to the Planner/Calendar Event.

  7. Select Add labels to assign Labels.

  8. Assign the Planner/Calendar Event to a Team Member (mandatory fields).

  9. Set colour to quickly identify the Planner/Calendar Event

  10. Save.


Edit Custom Planner Events

  1. Left clicking Event should open an edit window.

  2. Modify the details as required and click Save.


View Orders

Click on an Order to view:

🚫 Warning: edits made in this view aren't saved; if edits to an Order are required view the Order in Sales Orders (Sales > Sales Orders).

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