Calendar view

The calendar is the most important view for planning the workday: at a glance you can see the day’s or week’s division of work by person and by Location.

Note: Keep one week and one Location visible at a time in the calendar if the user interface feels slow.

Selecting a Location

The Location is selected from the bottom-left corner of the calendar. We recommend managing the calendars of multiple workers one Location at a time, so that comparison and the overall picture stay clear.

(Location is the default name for this grouping; your organization may have renamed it in the settings — see Good to know.)

team, group, select, switch group, location, work group

Showing and hiding workers

You can choose which workers are shown in the calendar. This is especially useful when managing dozens of workers. Hiding workers from the view can also make sense if someone is, for example, on sick leave.

If you want to permanently remove a person as a possible assignee, this is done from the Locations and targets list in the settings — see Locations, workers & users. You can also change the order of workers in the calendar view in that list by moving them into the order you want.

hide workers, show workers, filter people

Changing the view layout

Schedules can be arranged in two different ways in the calendar’s view menu. Choose the view based on what you are comparing:

Vertical: all workers on the same day — most common when looking at several workers at once.

• you see several workers’ workdays on the same row
• easy to compare: “who is doing what today”

Horizontal: one person’s week view

• you see one worker’s week on the same row

The user interface remembers which view you used last time.

vertical, horizontal, layout, arrange, compare

Changing the amount of information shown

A common practice is to show the workday as a List (condensed) or as a Route (expanded, with additional details). The amount of information can be reduced even further by showing only the stops or only the summary.

The day summary card can also be condensed or shown expanded by changing it in the General settings section. This changes the card’s layout for all users, and changing it requires MainUser permissions.

condensed, details, density, summary card, list, route

Reading the day summary

The day header shows the shift length, the task time and the driving time separately. Shift length is the time from the first task’s start to the last task’s end — it includes the waiting time between tasks, so it is normally longer than task time + driving time. A shift length shown in red means the day runs into overtime.

The day header is the quickest place to spot days that need attention: unusual kilometer counts, long shifts, or red overtime markers.

shift length, day header, work time, driving time, red, overtime, waiting time

calendar, week view, planning, layout, location, work group