Job Planning - The Basics
In this guide we will take you through the 'Basics' of your new Job Planning Calendar!
🔸 Follow the below steps to find out the many different features of the 'Job Planning Calendar'! 🔸
1A. Below is how the 'Job Planning' view will show upon opening it
1B. Here is how it will appear once you have clicked 'Zoom to fit'
2A. If you would like to see your tasks attached to the job, simply click the '>' arrow to expand your view
2B. Here is how your tasks are shown, underneath the associated Job
3. Use the 'Zoom in' and 'Zoom out' buttons for more visibility of 'dates' on the Product Planning Calendar
4A. To see the Details of a Job, click the grey 'status bar' as shown below
4B. Your Job card will now pop up on the right
5A. To see your task details, click the Blue 'status bar' as shown below
5B. Now you will see your Task details pop up on the right
6A. Define the 'Job Planning' calendar view by Day, Week, Month or Year
6B. Here's an example of how the 'Day' view would look
7. You can 'Filter' your 'Job Planning' calendar by either 'Job Status' or 'Job Types'
8. Some filters explained below, along with showing where the 'Scroll Bars' are so you can view more detail
9A. There is a 'Scroll Bar' between the left pane and the right calendar view as shown below
You can move this 'Scroll Bar' to see more detail of the Jobs and Tasks (see following screenshots)
9B. Below is an example of some of the detail shown when you move the 'Scroll Bar' to the right
10A. Here's how to export the 'Job Planning' view to PDF
You can print this for your team to view!