Use of Planner
Visualise jobs with resource and time.
Calendar views
Focus on a team view or label view
Toggle between Team View or Label View
Calendar settings
Navigate between time period i.e. days, weeks or months
Assign jobs
Drag and drop Orders on to or around the calendar to visualise jobs over time.
🗒️ Note: dragging and dropping jobs around the calendar view is only possible in Team view.
Set start and finish time
Set the job start and finish time (duration) on the calendar (in either Team or Label view) by:
Right clicking 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)
🗒️ Note: if Jobs have been duplicated/you've created additional timeslots, if one is marked as Complete they all are simultaneously.
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).