Planner
5 articles
- Planner Board: Day/week/month Views, Colour, Filters and Display OptionsDay, Week and Month views, the Orders column, colouring the board by assignee or workflow status, filters, and Planner Settings.
- Planner Saved ViewsSave a Planner board setup under a name, share it with the team, and set which view opens for you by default.
- Scheduling JobsPut a job on the Planner calendar, set when it runs, mark it complete, and flag it as blocked with a reason.
- PlannerOverview of the Planner: what you can do from the board, who can access it, and where to find each guide.
- Custom Planner EventsAdd custom events to the Planner without linking them to a sales order.