The organization scheduler presents a timeline structured by each member and user of the organization, showcasing assigned and planned elements—specifically, those with a start and end date.
How to Access:
You can access the scheduler from the homepage or the launchpad.
About the Display:
On the left side, you'll find a list of organization members.
At the top, a horizontal timeline displays scheduled tasks.
These two criteria help with planning, assigning, and organizing tasks, making it easier to track an individual's activities at any given time.
In the upper right corner, you can adjust the time precision displayed, choosing from 15 minutes, 1 hour, 1 day, 1 week, or 1 month. By default, the scheduler opens in the month view, but you can change it as needed.
Additionally, there is a "Today" button located between two arrows:
Clicking "Today" jumps directly to the current moment.
The left arrow moves backward in time.
The right arrow moves forward in time.
About Items
Items in the scheduler are displayed based on their assigned members and start and end dates.
Hovering over an item reveals more details.
Clicking on an item opens its full view.
Adjusting the item’s ends updates its start and end dates automatically.
Dragging an item to another user’s line reassigns it to that user.
The last line of the planner displays "Unassigned." This section includes items with start and end dates but no assigned responsible member.
You can drag these items to a specific user's line to assign them.
About Permissions
You can only see items for which you have permission in the system.
If you are a classified member of a group, you can only see items assigned to you within that group.
If you are not a member of a closed group, you will not see any items from that group.
You can only assign an item to a user who is a member of the group it belongs to.
For example, if the task "Prepare emails for suppliers" is in the "Administration Tasks" group, and Nick is not a member of that group, you cannot assign the task to him. However, you can assign it to any member of the "Administration Tasks" group.
About Filters
The top bar allows you to apply filters to refine the displayed items:
Filter by member – Select one or more users to see what they are working on.
Filter by group – View items from a specific group or multiple selected groups.
Filter by data type – Show only items of a particular data type.
Filter by status color – Filter items based on their status color (e.g., exclude green for completed tasks).
Filter by linked item – Display only items linked to one or more specific items.
About Unscheduled Items
Clicking on the calendar icon opens a panel on the right, displaying unscheduled items—those without a start and end date.
You can search by title and use the previously mentioned filters to find specific items.
Drag items into the scheduler to set their timeline and estimate when they will be worked on.
These items may or may not already have an assigned user.
If you drag an item to Nick’s row, it will automatically be assigned to him.
