Planning+

Introduction

The Planning+ module allows tasks to be planned for the employees/users. It also shows the appointments for the users (similar to the old Calendar module, typically imported from Outlook) and it shows if the users are at work or on holiday. It is the long term goal that Planning+ should replace the old Calendar and Workplan modules.

Planning+ provides flexible ways of selecting which teams and users to display.

Planning+ allows you to create new tasks without leaving the module, so you no longer have to leave the planning module to create a task and then go back to the planning and find that task in order to plan it. A task may be planned for multiple users; if you move the planning for one of the users the other plannings will also be moved.

You can request confirmation from a user, if you want to make sure the user can do the work.

The Planning+ module can automatically remind the users about planned work.

Notice that Planning+ manipulates the new task objects, but for the purpose of planning these are the same as the old task objects.

What’s in this module?

The main page in the Planning+ module is the overview page, which is described in details here.

There are configurations for access (i.e. which team can my team see) and permissions (which functions can I access) and the layout of a planning (which fields are displayed).

Get started

There are no additional requirement. If the Planning+ module is enabled you can start using it right away.

Workflows

Plan a task to multiple users

Right click on the timeline outside of any planning, and select Add planning, then select a task and fill in the various fields. At the bottom of the dialog is a field named Also plan for where you can specify other users. You may instead select a team in the Plan for team field, the members of the team will be added to the Also plan for field.

Creating and planning a task in the Planning+ module

Right click on the timeline outside of any planning, and select Add planning. Click on the green icon next to the Task field and fill in the fields needed to create the task. When you save the task it will be copied to the Task field for the planning.

Introduction

Planning+ is made for those who needs to plan their employees

Get started

Creating a planning / appointment

Create your first planning or appointment by right clicking on a user, where a pop-up will be shown

Editing a planning / appointment

You can edit by right clicking on a existing planning

You cant edit a appointment in Planning+

Deleting a planning / appointment

Delete a planning by right clicking and clicking “Delete”

You cant delete a appointment in Planning+

Settings in Planning+

To keep it as simple as possible, You’ll only find a few options settings in Planning+

Navigate to settings (Tandhjul ikonet)