How to use the scheduler

Topic

The scheduler is a drag-and-drop board for planning who's doing what and when. It's the fastest way to see your team's workload at a glance and slot jobs in.

Instructions

1. 1
   Open Scheduling from the sidebar.

   You'll see jobs laid out against your team and dates.

2. 2
   Drag a job to assign it.

   Drop it onto a team member and day to book it in; the job's operator and dates update automatically.

3. 3
   Rearrange as plans change.

   Drag jobs around the board to rebalance the week — everything saves as you go.

4. 4
   Open a job for detail.

   Click through to any job from the board to see or update its full record.

Additional Information