Schedule: Difference between revisions
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{{#seo: | |||
|title=Schedule | |||
|titlemode=append | |||
|keywords=planfix, Schedule, planner | |||
|description=Schedule | |||
}} | |||
This is a type of list in a [[Planner]] that displays data from [[Data Tags | 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. | ||
==Features of the "Schedule hourly" view:== | |||
==Features of the "Schedule" view:== | |||
*The hourly grid in the schedule is horizontal, unlike the [[hourly calendar]]. | *The hourly grid in the schedule is horizontal, unlike the [[hourly calendar]]. | ||
*In the schedule, data may be displayed on several lines. | *In the schedule, data may be displayed on several lines. | ||
https://s.pfx.so/pf/pK/CuCgfV.jpg | |||
https:// | https://s.pfx.so/pf/gp/na0B6j.jpg | ||
In this example, each employee has a line for each day. These rows display the employee's data tags of a certain type. | In this example, each employee has a line for each day. These rows display the employee's data tags of a certain type. | ||
Line 17: | Line 19: | ||
This creates a visually clear picture of the employee's workload at any time during the workweek: | This creates a visually clear picture of the employee's workload at any time during the workweek: | ||
https://s.pfx.so/pf/NG/MJYSvN.jpg | |||
https:// | |||
As parameters, you can enter data tags and task fields, including [[custom fields]]: | |||
https://s.pfx.so/pf/UW/17bkW4.jpg | |||
==Quick filters in a Schedule== | ==Quick filters in a Schedule== | ||
You can click on a date in a Schedule and display only the schedule for that day, for all | You can click on a date in a '''Schedule hourly''' and display only the schedule for that day, for all objects: | ||
https://s.pfx.so/pf/83/yeLCIv.jpg | |||
You can also click objects and see its schedule for the selected period of time: | |||
https://s.pfx.so/pf/X4/9buE0t.jpg | |||
Here's how the results of the quick filter on | Here's how the results of the quick filter on employees would look: | ||
https://s.pfx.so/pf/av/lRb83Y.jpg | |||
To disable the filter and go back to see the full schedule, you need to click the '''Reset filter''' link: | |||
https://s.pfx.so/pf/av/2SfSpr.jpg | |||
https:// | |||
==Multiple filters in a Schedule== | ==Multiple filters in a Schedule== | ||
In the Schedule | In the Schedule hourly, you can view a schedule for several objects from a list by clicking them so they turn gray and clicking '''Filter''': | ||
https://s.pfx.so/pf/1e/r8Xl1u.jpg | |||
Then you'll just see the schedule for the desired | Then you'll just see the schedule for the desired objects: | ||
https://s.pfx.so/pf/zW/uUBJYP.jpg | |||
https:// | |||
'''Please note:''' | '''Please note:''' | ||
*Dragging objects to and from a '''Schedule | *Dragging objects to and from a '''Schedule hourly''' is not currently supported. | ||
* | *'''Schedule hourly''' lists in the Planner are available only for paid Planfix accounts. | ||
==Go To== | == Go To == | ||
*[[Types of planner lists]] | *[[Types of planner lists]] | ||
*[[Planner]] | *[[Planner]] | ||
*[[Feature Description]] | *[[Feature Description]] |
Latest revision as of 15:33, 10 March 2025
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 hourly" view:
- The hourly grid in the schedule is horizontal, unlike the hourly calendar.
- In the schedule, data may be displayed on several lines.
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:
As parameters, you can enter data tags and task fields, including custom fields:
Quick filters in a Schedule
You can click on a date in a Schedule hourly and display only the schedule for that day, for all objects:
You can also click objects and see its schedule for the selected period of time:
Here's how the results of the quick filter on employees would look:
To disable the filter and go back to see the full schedule, you need to click the Reset filter link:
Multiple filters in a Schedule
In the Schedule hourly, you can view a schedule for several objects from a list by clicking them so they turn gray and clicking Filter:
Then you'll just see the schedule for the desired objects:
Please note:
- Dragging objects to and from a Schedule hourly is not currently supported.
- Schedule hourly lists in the Planner are available only for paid Planfix accounts.