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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" 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.

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.


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