Weekly Planner Overview

The weekly planner is a great way to plan and visualise your week.

Planning a Job
Once the WorkflowMax sync is complete, you’ll find a list of all of your current jobs in the ‘Plan Job’ dropdown button on the top right of the screen. ...
Tue, 10 Mar, 2020 at 12:46 PM
Drag and Drop to Assign
Easily assign tasks by dragging and dropping them. Simply click on the task you wish to assign and then drag it onto the appropriate staff member. You’l...
Tue, 10 Mar, 2020 at 12:47 PM
Quickly Drill into Jobs
Easily identify jobs that require more planning, and quickly drill in to edit. The weekly planner makes it easy to see how much time is allocated to you...
Tue, 10 Mar, 2020 at 12:49 PM
Entering Effort
When planning a job, you can enter the effort for each task.  Effort can be entered as hours or as a percentage.  When entering effort as a percentage, type...
Tue, 10 Mar, 2020 at 12:50 PM
Total Hours Allocated
When updating effort, the total hours allocated for the task (shown in blue - see below) will be updated and the total hours allocated for the job (shown in...
Tue, 10 Mar, 2020 at 12:51 PM
Coloured circles/numbers in "Assign Mode"
When you select “Plan Job” in the schedule, you will see three different coloured circles at the top left of your screen under the job title.   The Hours ...
Mon, 14 Sep, 2020 at 3:00 PM