Scheduler

Plan work orders, assign employees, and manage availability.

The Scheduler is the planning view for work orders and employees.

Use it to assign work, move jobs, review availability, and manage the planning board.

Switch between day, week, month, or timeline views.

Use the unassigned work orders list to drag new work onto the board.

Open the Scheduler — open the planning view and switch the date range.
Create a work order from the Scheduler — add new work directly from a time slot.
Assign a work order in the Scheduler — move unplanned work to an employee.
Reschedule a work order — change timing or move work to a new slot.
Filter the Scheduler — narrow the board to the right scope.
Use multi select mode in the Scheduler — update several work orders at once.

Set employee availability — define working days and hours.
Add a note to the Scheduler — show leave, absence, or planning notes.
Organize employees into groups — keep the planning board clear.
Plan work to a group — use a group as a placeholder lane before assigning an employee.
Show or hide an employee in the Scheduler — control who appears on the board.
Use day parts in scheduling — add preferred planning windows to work orders.

Configure Scheduling board settings — change layout, display, and interaction.
Customize work order labels in the Scheduler — choose which fields appear on work orders.
Set employee colors in the Scheduler — make employees easier to scan.
Set the non-working hours color — highlight unavailable time.
Change the Scheduling Board screen configuration — show or hide screen elements.
Configure the unassigned work orders table — choose visible columns in the unassigned list.
Export the Scheduler to a calendar — subscribe to scheduled work in an external calendar.

Use resources in the Scheduler — plan internal equipment next to work orders.
Use spotlight for resources — focus on one work order and its linked resources.

Availability helps guide planning, but urgent work can still be planned outside regular hours.

Last updated 2 days ago

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