Schedule by day

This type of Planner list lets you manage a schedule for any objects. There's a list of objects on the left-hand side of the schedule, with a calendar grid on the right-hand side:

By selecting the desired date range to the right of a specific object, you can create a task that will be displayed as a "busy" block for the specified dates. When you do this, you can create a visual system for reserving tasks for each object, and at the same time build a workload calendar.

Configuring a schedule by day

This kind of planner list has several special options in its settings:

• Schedule by field - allows you to select the field in which objects for the schedule are stored. The following types of fields are supported:
  • List
  • Task
  • Directory entry
  • Set of directory values
  • Contact
  • Employee
  • Counterparty
  • Group, employee, or contact
  • List of users

When using fields that contain directory entries, you can specify additional directory fields to display in the schedule table:

Background color - lets you choose what will affect "busy" blocks (tasks) in the schedule. There are two options: Set by task status Set manually for each object (schedule row)

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Display rows - here, you need to add all the objects that will be displayed for the schedule:

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Start date and Due date - "Date" fields that determine the start and end of the "busy" block in the schedule:

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With "Schedule by day" lists, you can use any "Date" field; you're not limited to just the standard task start and end dates. This widens the scope of how these lists can be used.

Additional information Dragging objects to and from this kind of list is not currently supported. Within a schedule, blocks can be moved between different rows/objects. Only users with paid Planfix accounts can use Schedule by day Planner lists.

Go To

• Types of planner lists
• Planner
• Feature Description