Schedule and/or transfer workers quickly. Save views for easy access.
Contents
Navigation
Cursor Tools
Create Job
View By/Group By
Today
Content
Zoom
Job Card
Gantt Chart
Related Material
Sort And Filter Bar
Schedule To Your Forecast
Navigation
The Jobs Schedule View is located under Jobs in the left side Navigation Menu
Cursor Tools
The Cursor Tool changes the action your cursor performs in the Gantt Chart
The Plus Sign will paint schedules when you click and drag in the Gantt
The Trash icon will delete schedules when you click and drag in the Gantt
The Double Arrow icon will transfer a worker through a date range when you click and drag
Create Job
Create a single job by clicking "Create Job"
Click the arrow to access the drop down and create more than one job
Download the CSV template and paste your data to upload jobs in bulk
View By/Group By
Using Display Groups you're able to customize how the Jobs Schedule is displayed
Today
The Today button will recenter your view on today's date
Content
The Content Menu allows you to customize the data displayed on the Jobs Schedule
Roster
Show Job Badges From Forecast
Show Comments
Show Total Workers/Hours
Expanded Jobs
Zoom
Configure the zoom level on the Jobs Schedule to fit your needs
Zoom level is captured with the Saved Views feature
💡 Note: Half-Year and Year zoom levels are read only.
Job Card
Click ⌄ on the Job Card to expand it
When a Job Card is expanded clicking the name of the job will access the Baseball Card
Gantt Chart
Click and drag to paint schedules in the Gantt Chart
Clicking an existing schedule segment will enable you to edit it or dispatch a reminder
Click and drag an existing schedule segment to change the start and end date