The scheduler view in the group

The perfect view for planning and organizing you team tasks

Carolina Esses avatar
Written by Carolina Esses
Updated over a week ago

The scheduler view displays a timeline organized for each group member, detailing assigned and planned items, i.e., those with a start and end date.

About the View

Upon entering, you will see the list of group members on the left and, at the top, a horizontal timeline. These two criteria are key to planning, assigning, and organizing tasks. It is helpful to know a person's activities at a specific moment.

In the upper right corner, you can select the displayed time precision: 15 minutes, 1 hour, 1 day, 1 week, and 1 month. By default, it will open in the month view, but you can change it as needed.

You will also find a "Today" button between two arrows. Clicking on it will automatically jump to the current moment. The left arrow is for backward, and the right arrow is for moving forward in time.

About the Items

Items are presented in the scheduler according to their members and start and end dates. Hovering over them, you can see more details. Clicking will open their full view.

Note that by moving the ends of your preview, you will automatically change the start and end dates. If you drag it to another user's line, you will reassign it.

The last row of the scheduler will show "Unassigned." Here, items with start and end dates but no assigned responsible member are reflected. You can drag them to assign.

About Permissions

You can only see items for which you have permissions in the system. For example, if you are a classified member of the group, you cannot see items not assigned to you in that group.

About Filters

In the top bar, you can select various filters on the displayed items. The options are:

  • Filter by member: Select one or more users to see what they are working on.

  • Filter by data type: Show items of a particular data type or all selected.

  • Filter by status color: Filter based on the color of the status of items, e.g., those not in green (finished).

  • Filter by status: Show only items belonging to a state or those you select.

  • Filter by linked item: Reduce results according to items linked to one or more specific items.

  • Filter by group of task: This case is only relevant if you have enabled the Gantt view.

About Unscheduled Items

Clicking on the calendar icon opens a panel on the right with unscheduled items, those without a start and end date.

You can search by title and use the filters mentioned earlier to then drag them to the calendar and estimate when they will be worked on.

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