Schedule Board

In the schedule board, you can see the tasks planned for each task processor. The schedule board can be used both for capacity planning and as a tool to improve clarity and transparency.

Opening Schedule Board

Click on the menu item “Schedule Board” in the navigation to access the schedule board.

Creating Schedule Board

You can create a separate schedule board for any number of people, save it, and reuse it. This way, you maintain an overview of your departments and can also define schedule boards specific to qualifications. To create or edit a schedule board, select the primary button above the button.

Time Setting

Select the desired starting point and switch between week, month, and year views. Additionally, you can expand or reduce the view by weeks simply by clicking the plus and minus icons.

Tip: For improved clarity, you can click the icon to expand or collapse the contents of the respective headings in the left area of the schedule board, achieving a clearer display.

Color Codes

In our schedule board, you can assign colors to different task descriptions. Open the settings by clicking the color palette icon in the schedule board navigation and customize the colors individually according to the descriptions.

Tip: The descriptions for the colors can be defined and changed in the Admin area.

Vacation Planner

Click the sun umbrella icon in the schedule board navigation to open the holiday planner. Select the desired date by clicking on the calendar to add it as a holiday.

Tip: The flexible settings also allow, for example, company-specific holidays to be entered.

Operating Tips

Tasks can be edited directly in the schedule board. This can be done either via drag & drop (after unlocking) in the schedule board or through the detailed view after clicking on the desired task.