> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/plan-work-to-a-group.md).

# Plan work to a group

Use a group as a placeholder lane to pre-stage work before assigning an employee.

## Plan work to a group

Plan a work order to a **group** when you want to reserve it on the board before you know the exact employee.

Use this to pre-stage work, such as contracts, and assign the right employee once the appointment is confirmed.

{% hint style="info" %}
A group is not an employee and does not need a license.

Use a group as a named planning lane, then attach the confirmed employee later.
{% endhint %}

{% stepper %}
{% step %}

#### Create the group

Go to **Settings → Groups → Groups & Group Members** and add a group, for example **Keuringsdienst**.

Enable **Show on planning board** so the group appears as a lane in the Scheduler.
{% endstep %}

{% step %}

#### Open the Scheduler

Go to **Scheduler** in the left menu.

The group now shows as its own lane on the board.
{% endstep %}

{% step %}

#### Plan the work order on the group lane

Drag the work order onto the group lane on the correct date.

The work order is reserved on the board without an employee.
{% endstep %}

{% step %}

#### Assign the employee once confirmed

When the customer confirms, move the work order from the group lane to the right employee.

The work order is now assigned to that employee.
{% endstep %}
{% endstepper %}

#### What to keep in mind

* a work order on a group lane has no employee yet
* it is not visible in the app until you assign an employee
* you can hide group-linked work orders from the unassigned table with a scheduling board setting

#### Frequently asked questions

<details>

<summary>Do I need a license for the group?</summary>

No.

A group is an organizing lane, not a licensed employee.

</details>

<details>

<summary>Can the technician still change on the day itself?</summary>

Yes.

Move the work order from the group lane to the correct employee whenever the plan changes.

</details>

<details>

<summary>Why is the work order not on the app yet?</summary>

Work planned on a group is not sent to the app.

It becomes visible once you assign an actual employee.

</details>

#### Related topics

* [**Organize employees into groups**](/backoffice/backoffice/scheduler/organize-employees-into-groups.md)
* [**Assign a work order in the Scheduler**](/backoffice/backoffice/scheduler/assign-a-work-order-in-the-scheduler.md)
* [**Configure Scheduling board settings**](/backoffice/backoffice/scheduler/configure-scheduling-board-settings.md)


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