The overview page has quite a few things that can be adjusted:
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Week selector: This allows to adjust how many weeks are displayed. It is always a whole number of weeks, although you may change which weekdays are displayed, eg. to avoid Saturday and Sunday. The width of each day changes slightly depending on the setting.
Users: Here you can select which teams and individual users that should be displayed. There is a main team which is always at the top, and 0 or more additional teams and users.
Filters: Here you can filter the users from above, based on roles or competences.
Sorting : Here you can sort the users; they can either be sorted based on a field on the user, or they can sorted manually for ultimate flexibility.
Next / previous : The left+ right arrows moves move to the next/previous period.
Period selector: Here you can pick a date to be the start of the period; notice that the period will alway start on a Monday.
Stacked/Timeline: Select between two different ways of displaying the planning. In “stacked” mode the plannings are displayed on top of each other, in “timeline” mode they are displayed next to each other.
Settings : You can select which part of the day to display (only relevant in timeline mode), and which weekdays to display, and you can select additional fields to display for each planning.
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If two plannings overlap it will be indicated by a red line. If there is spare time between two plannings it will be indicated by a dotted line.
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In timeline mode the plannings for a given user and date are displayed next to each other, and their width depends on the duration. You may also drag the left/right edge of a planning to adjust the start/end time.
Overlapping plannings are shown on multiple lines. Plannings that are fully outside the visible part of the day are indicated by an orange box; clicking on the orange box will bring up a list of planning.
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Right click in the time line outside any planning, and select Add appointment.
Task picker
Skærmbillede - indstillinger - tids for planlægning når man trækker over på tidslinjenThe task picker is available by clicking on the little task tab in the right side of the overview:
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Clicking on the tab will open the task picker; the picker can be locked in place by clicking on the small padlock icon. Tasks may then dragged to the timeline.
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The list of tasks is determined by the filter; if you don’t select a filter then the 10 newest unplanned tasks will be listed. You may create a new filter by clicking on the green icon. The text field may be used to quick filter the tasks. When you hold the mouse over a task the task tooltip will appear and may hold further details about the task.
Nearby task
If you right click on a planning in the timeline and select Nearby tasks then the task picker will open and show the nearest tasks within a 10 km radius.
Confirmation
You can request confirmation from a user; this requires that your system is setup to allow sending of SMSs, that the user has a mobile phone number and is setup to allow SMSs. Right click on a planning and select Request confirmation.
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The confirmation status is indicated with a small envelope icon: red if requested, green if confirmed.
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If you move or copy the planning the confirmation status is reset.
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