Schedule: Difference between revisions

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This is a type of list in a Planner that displays data from a data tag broken out by an hour.
This is a type of list in a [[Planner]] that displays data from [[Data Tags | a data tag]] broken out by an hour.


   
   
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As parameters, you can enter data tags and task fields, including custom fields:
As parameters, you can enter data tags and task fields, including [[custom fields]]:


   
   
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Important
==Quick filters in a Schedule==
●      The selection parameters for planner lists also affect the parameters of tasks and contacts created in them using the quick or advanced method.
You can click on a date in a Schedule and display only the schedule for that day, for all locations:
 


Quick filters in a Schedule
You can click on a date in a Schedule and display only the schedule for that day, for all locations:


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https://pic.planfix.ru/pf/BI/rRSgwR.png


   
   
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https://pic.planfix.ru/pf/Jv/NulL2m.png


   
   
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<screenshot>
https://pic.planfix.ru/pf/L7/XrtWhA.png


   
   


To disable the filter and go back to seeing the full schedule, you need to click the site name in the schedule header:
To disable the filter and go back to see the full schedule, you need to click the site name in the schedule header:


   
   


<screenshot>
https://pic.planfix.ru/pf/kd/HEG28B.png


   
   


Multiple filters in a Schedule
==Multiple filters in a Schedule==
In the Schedule section, you can view a schedule for several locations from a list by clicking them so they turn gray and clicking Filter:
In the Schedule section, you can view a schedule for several locations from a list by clicking them so they turn gray and clicking Filter:


   
   


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https://pic.planfix.ru/pf/jO/3hfVkT.png


   
   
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<screenshot>
https://pic.planfix.ru/pf/bX/EluORJ.png


   
   


To disable the filter and go back to seeing the full schedule, you need to click the Remove filter button:
To disable the filter and go back to see the full schedule, you need to click the '''Reset Filter''' link:


   
   


<screenshot>
https://pic.planfix.ru/pf/L1/N9ULMA.png


   
   


Please note:
'''Please note:'''
 
*Dragging objects to and from a '''Schedule list''' is not currently supported.
*Any account types, including free accounts, can use planner '''Schedule lists'''.
 


●      dragging objects to and from a Schedule list is not currently supported
==Go To==
●      Any account types, including free accounts, can use planner Schedule lists.
*[[Types of planner lists]]
*[[Planner]]
*[[Feature Description]]

Latest revision as of 20:42, 22 May 2020

This is a type of list in a Planner that displays data from a data tag broken out by an hour.


Features of the "Schedule" view:

  • The hourly grid in the schedule is horizontal, unlike the hourly calendar.
  • In the schedule, data may be displayed on several lines.


96BT4R.png


In this example, each employee has a line for each day. These rows display the employee's data tags of a certain type.

This creates a visually clear picture of the employee's workload at any time during the workweek:


ZY9R0o.png


As parameters, you can enter data tags and task fields, including custom fields:


A54T56.png


Quick filters in a Schedule

You can click on a date in a Schedule and display only the schedule for that day, for all locations:


rRSgwR.png


You can also click a specific location (here it's a medical center) and see its schedule for the selected period of time:


NulL2m.png


Here's how the results of the quick filter on locations would look:


XrtWhA.png


To disable the filter and go back to see the full schedule, you need to click the site name in the schedule header:


HEG28B.png


Multiple filters in a Schedule

In the Schedule section, you can view a schedule for several locations from a list by clicking them so they turn gray and clicking Filter:


3hfVkT.png


Then you'll just see the schedule for the desired locations:


EluORJ.png


To disable the filter and go back to see the full schedule, you need to click the Reset Filter link:


N9ULMA.png


Please note:

  • Dragging objects to and from a Schedule list is not currently supported.
  • Any account types, including free accounts, can use planner Schedule lists.


Go To