Schedule: Difference between revisions
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{{#seo: | |||
|title=Schedule | |||
|titlemode=append | |||
|keywords=planfix, Schedule, planner | |||
|description=Schedule | |||
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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" 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://pic.planfix.ru/pf/Sx/96BT4R.png | https://pic.planfix.ru/pf/Sx/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. | 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: | This creates a visually clear picture of the employee's workload at any time during the workweek: | ||
https://pic.planfix.ru/pf/DR/ZY9R0o.png | https://pic.planfix.ru/pf/DR/ZY9R0o.png | ||
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]]: | ||
https://pic.planfix.ru/pf/0k/A54T56.png | https://pic.planfix.ru/pf/0k/A54T56.png | ||
==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 locations: | You can click on a date in a Schedule and display only the schedule for that day, for all locations: | ||
https://pic.planfix.ru/pf/BI/rRSgwR.png | https://pic.planfix.ru/pf/BI/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: | You can also click a specific location (here it's a medical center) and see its schedule for the selected period of time: | ||
https://pic.planfix.ru/pf/Jv/NulL2m.png | https://pic.planfix.ru/pf/Jv/NulL2m.png | ||
Here's how the results of the quick filter on locations would look: | Here's how the results of the quick filter on locations would look: | ||
https://pic.planfix.ru/pf/L7/XrtWhA.png | https://pic.planfix.ru/pf/L7/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: | To disable the filter and go back to see the full schedule, you need to click the site name in the schedule header: |
Revision as of 12:26, 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" 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 and display only the schedule for that day, for all locations:
You can also click a specific location (here it's a medical center) and see its schedule for the selected period of time:
Here's how the results of the quick filter on locations would look:
To disable the filter and go back to see the full schedule, you need to click the site name in the schedule header:
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:
Then you'll just see the schedule for the desired locations:
To disable the filter and go back to see the full schedule, you need to click the Reset Filter link:
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.