Scheduling & the planner

The Schedule shows your people down the side and the days of the week across the top, so you can see everyone's week at a glance and fill in the gaps. A task is what needs doing; the schedule is when it happens and who's on it. It's deliberately straightforward - a week board you can drag things around on, rather than a heavy project-planning tool.

How to schedule a task

1. Open Jobs > Schedule. You'll see a grid with each person as a row and each day as a column. Field workers are listed first, since they're usually who you're scheduling, followed by office staff.
2. Drag a task from the backlog (your unscheduled tasks) onto someone's day. It drops straight into that person's slot for that day.
3. Or click a day to open the assign panel, where you can pick a task from the backlog, or create a brand new one on the spot - give it a title, link it to a job, set the hours, and choose the person and day.
4. Drag a scheduled task to a different day or person to move it, or remove it to send it back to the backlog.
5. Use the week controls to move forward and plan ahead, or look back at previous weeks.

Once a task is scheduled and assigned, that person sees it in their tasks - and if they're a field worker, in the mobile app too - ready to mark complete on site.

Good to know

• The schedule and your job tasks are the same information shown in a different way - scheduling a task simply sets who it's assigned to and when, while it stays linked to its job.
• Each slot shows one assignee per task, so the board reads clearly as "this person, this day".
• The backlog is just the tasks that haven't been placed on the board yet. Scheduling one removes it from the backlog, and un-scheduling puts it straight back.
• Anyone in your workspace can be scheduled, field or office, though it's built around planning your field crews' weeks.