Use of Planner
Visualise jobs with resource and time.
Planner/Calendar views
Focus on a Team view or Label view.
ποΈ Note: Planner/Calendar view are only available
Planner/Calendar settings
Assign Jobs
Drag and drop Orders on to or around the Planner/Calendar to visualise Jobs over time.
ποΈ 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)
ποΈ 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
Double click blank space on Planner/Calendar.
Enter the Planner/Calendar Event name and description (mandatory fields).
Enable All day toggle if the Event runs the entire day
Indicate start/end time and date
All day enabled:
All day disabled:
Select Repeats options as needed.
Click
Add notification
to set a reminder for each Team Member assigned to the Planner/Calendar Event.Select
Add labels
to assign Labels.Assign the Planner/Calendar Event to a Team Member (mandatory fields).
Set colour to quickly identify the Planner/Calendar Event
Save
.
Edit Custom Planner Events
View Orders
Click on an Order to view:
π« 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).