New/Latest Activity

11 June 2020, 09:44

Using Schedule it and Microsoft Power Automate (Microsoft Flow) allows you to connect and share data between 100s of other apps that you can find in the Microsoft Flow connectors library. Using our webhooks you can post any data based on triggers you define, to the Microsoft Flow HTTP Post request, then send that to any other connector in their library. You can also query and post data into the Schedule it API.

22 March 2023, 11:26

Use preset timeslots for easier event creation and to set a preset/default duration or start and end time for new events

2 March 2018, 17:00

You can choose the visible hours you wish to see in the different schedule views. Any events outside these hours may not be visible. Set your hours in Layout settings under the View menu Standard Day Hours

Use Timeslots to define the start and end time of new events. https://www.scheduleit.com/faq/11205/using-preset-timeslots-for-faster-and-easier-event-creation

Nobunao

21 March 2023, 17:21

Where has the double booking check box gone?

Nobunao

21 March 2023, 17:19

I also would find this very useful. It's quite annoying to not be able to continue scrolling to the following months. Being able to toggle this one would be ideal.

4 December 2016, 20:12

Events with a Start and End Date : Events with a fixed Start Date and End Date only move when you change them.

Events with a Start and Duration : Events with a fixed Start Date and End Date set by a duration only move when you change them.

Tasks with a Due Date and auto rollover : Tasks with a Due Date. Once they pass their due date they are automatically moved/rollover to the next day if not complete.

No Planned Date : Events with No Planned Date are not visible in any time based views but can be seen in the List View and the Watch List. where you can drag into your timeline. You can also filter for No Planned Date events to view them in your List View.


To quickly add a new Event or Task, click any empty space in your schedule and choose to add an Event or a Task. When you have the Event/Task window open you can also change from an Event to Task or a No Planned Date booking using the drop down menu next to the date.

How to add a new Task with a Due Date?

Tasks appear just like Events, slotted in at the date and time you set them for. But unlike Events, a Task won't disappear when the day is over. Tasks have a due date, and incomplete tasks are automatically carried over to the next day until you mark them as complete. For example, if you create a task to call a client or submit a report, you'll see the task each day, in your today, until it's completed, delete it, or you move it to a future date.

To add a Task, click any day in your schedule just as you would to add an event, but choose the add a Task option.

How to find or see events with No Date?

Events with no date can be seen at the top of the List View, or the Watch List on the right of your Timeline View. Learn about the Watch List.





How do I recognise Tasks from regular Events?

Tasks show with other Events in your schedule. You can identify them with the small task/todo icon.




How do I dismiss Tasks?

You just set the percent completed value to 100%.

What will happen if I don’t mark the Task as done?

If a Task isn't completed by its due date, it will be moved in your schedule to the next day.


todo , to-do , task , list

14 April 2022, 15:02

Events (and templates) set with a Duration (not a start date and end date) can be automatically resized based on the working hours of a tagged resource so the duration is maintained.




For example, if a person, machine or room is not available over weekends, then an event with a 2 day duration starting Friday will be resized to end on Monday skipping the weekend days as it excludes the non working days. Moving the same event to start Thursday will allow it to auto resize back to 2 visible days ending Friday. The events working duration is always 2 days.

If its possible that the working hours requirement may change depending on what you are planning, then you can create a resource called 'Hours Full', 'Hours with No Weekends', 'Hours 9to5' and each can have a different set of working hours. Then in the event you can tag which should be used to auto resize the event.

Working hours can be set in each resource and there you can also enable the option to automatically resize events save with a required duration.




Dragging to Resize
In most views you can grab the start or end of an event and drag it to change its duration. If you extend an event with a fixed duration from 5pm on day 1, to 5pm on day 2, you have added 24 new working hours to the event. If the tagged resource only works 8 hours per day, auto resize will extend the original event by 3 days so your new additional 24 hours are shown correctly.

Note
If you have multiple resources tagged in an event, each with a different set of working hours and auto resize enabled, the event has no way to know which resource has preference for the working time so the save will not be possible.

The duration/end date is saved within the event. Changing the working hours of a resource after events are already added will not update these events until they are opened and saved. This prevents historical events being automatically changed if a persons future working hours are modified.

18 January 2020, 12:20

When adding or editing your events and tasks you can choose to show the end point as a date and time or a duration. If you choose to use the duration option then the duration you enter is simply used to automatically calculate the end date and time for you (unless auto resize is enabled)




If you select the option to show the End as a Duration you can manually type the duration amount. You can also select the period of the duration value. As many resources could be tagged in the event, the default value is the exact distance you want between the start date and the end date and is not just the working hours or the available hours, but actual difference between the start and the end date assuming all hours are available.

You can choose to enable auto resizing based on a resources working hours to maintain an events duration.

2 September 2021, 10:10

If you are wanting to export your resources and/or events from the desktop version and move some of that data to your online account, you can use the 2 desktop reports linked below. Download both reports and save them to your 'documents/Schedule it 7/reports' folder:

Report to export resources
Report to export events

Export

• 
  Export Desktop Resources: From the Tools menu, select Generate a Report > Text Report > Next, then open the new report 'Export Report for Resources to Online.txt'. Be sure before creating the report to check 'Include resource with no events' is ticked to get all your resources. Press Create.
  
  Export Desktop Events: From the Tools menu, select Generate a Report > Text Report > Next, then open the new report 'Export Report for Events to Online.txt'. Select a date range of events to export and press Create.
  
  You can edit your reports using Notepad (NOT EXCEL) to remove any lines of data you do not want to import.

Import

• 
  Import Resources: After logging in to your online account go to the Account menu and choose Import, select Import Resources and choose a default group should it be needed, then Upload a File where you can open the exported report you created with the desktop version. Press Check Data, review the import and press Import Data.
  
  Import Events: After logging in to your online account go to the Account menu and choose Import, select Import Events and choose a default resource should it be needed, then Upload a File where you can open the exported report you created with the desktop version. Press Check Data, review the import and press Import Data.
  

NOTE: *Groups cannot be exported from the onprem version for import so must be added manually, and resource assigned to them manually. Always import Resources first so they exist in the database before importing events. This procedure will only transfer limited details from your resources and events so test with a few lines of of data to be sure the transfer is as you need. Contact us if you need more details.

7 December 2017, 09:05

How to capture signatures and get events signed off?

5 August 2015, 08:12

Why when printing is it in black and white and not colored or in color?

20 November 2022, 10:17

The Watchlist is used to allow you to monitor a specific list of events that you choose. They are shown in a panel on the right of your Timeline view and can be clicked to open or dragged onto your schedule. Manually add events to your watchlist by clicking an event and choosing Add to my watchlist, or pick a saved filter to view matching events.

Turn on the Watchlist by selecting Timeline watchlist from the View menu when in the Timeline View.



Some examples of how the Watchlist is being used :

Manually add events to work on later.

Monitor when events are added to a specific resource like Urgent or Breakdowns so they can be seen and planned quickly.

Use No Date events, or use a resource like Pending as a holding area for events you want to plan. The Watchlist can show these ready for you to simply drag and drop them into your schedule.

Show a list of all your Tasks due in the next 7 days so you can work through them like a personal task list.

List all events Pending an invitation reply, or view those that Declined an invitation.

Keep a watch on all the events added or changed today.

View your personal watchlist or save an Event filter with the search criteria you need, then in the Watchlist select the saved filter to use.




Manually add events to your watch list by clicking an event and selecting Add to my watchlist from the menu, or from the More Actions button you have the event is open.

14 September 2016, 08:32

Yes we offer a REST API to allow access to the data in your online account. In addition we have Webhooks that can send information to other services based on actions that happen in your account.

We also partner with Zapier to make integration with our API even quicker and easier. Connect to 1000+ of your favorite tools with our Zapier app. Get our Zapier app here.

Within our API we use Hypermedia to allow you to explore the API and its calls. You can use many API browsers to see and interact with the API for your account like Postman. Once you are logged into your account simply start your API browser and point it to https://www.scheduleit.com/api/.

API calls are made via the HTTP methods GET, POST, and DELETE. The responses return status codes indicating success or failure, along with any applicable headers, and JSON representing the affected fields (or nothing) in the message-body.

Security & Access

Authentication to the API is normally done using HTTP Basic Authentication where your account login (account number_login name) and password are required. You can also enter a login name and password in the URL parameters, and if accessing via your browser with a valid login token then access is automatically granted. The most compelling aspect about HTTP Basic Authentication is that it's simple, and you should of course always use HTTPS when submitting HTTP Basic Authentication credentials.

Although the connection between you and our servers is encrypted and protected by the SSL layer it is advised not to put your login details as URL parameters where possible. These could be stored in the clear in our server logs as well as being visible to snooping if your SSL connection is not secure.

URL
https://accountnum_loginname:password@www.scheduleit.com/api/

cURL
$ch = curl_init('https://accountnum_loginname:password@www.scheduleit.com/api/');
curl_setopt($ch, CURLOPT_HEADER, 0);
$output = curl_exec($ch);
curl_close($ch);

---

Retrieving User Information

Data is request via the URL path and additional parameters.

---

API ROOT

The root path for all API calls is https://www.scheduleit.com/api/

---

GET

HTTP GET requests are used to retrieve data without directly modifying it, in json format.

/api/data set name (returns a simple summery of the top 10 records if no additional query parameters are sent)

/api/groups

/api/resources

/api/events

/api/labels

Unless specific fields are specified only a summary is returned. You must specify the fields if you need additional record information.

Get the ID and Name fields from all your Groups

/api/groups?fields=id,name

Get the id, name and email addresses from all your Resources

/api/resources?fields=id,name,email

Get the ID, Start and Title from all your Events within the default date range

/api/events?fields=id,date_start,title

/api/data set name/data record id (returns ALL the available fields of the requested record)

Get ALL fields from Event where the Event ID is 1234

/api/events/1234

Get the title of your Events where the Event ID is 123456

/api/events/123456?fields=title

---

Search the data sets for multiple records.

Event search:

search_id=search id

search_title=search text

search_name=search text

search_completed=search completed

search_date_start=search date

search_date_end=search date

search_owner=search with tagged resource using resource id

search_date_modified=(>,<,!) search date (e.g. search_date_modified=>2022-01-31)

date_range_from=search date

date_range_to=search date

search_istask=search for tasks (1 or 0)

search_isnodate=search for events with no date (1 or 0)

Resource search:

search_id=search id

search_name=search name

search_owner=(,!) search within a Group using group id

search_data1=search details 1
...

search_data10=search details 10

search_date_modified=(>,<,!) search date (e.g. search_date_modified=>2022-01-31)

Group search:

search_id=search id

search_name=search name

search_date_modified=(>,<,!) search date (e.g. search_date_modified=>2022-01-31)

Get any Events linked to a resource with the ID 123, 123 OR 456, and 123 AND 456

/api/events/1234?fields=id&search_owner=123

/api/events/1234?fields=id&search_owner=123,456

/api/events/1234?fields=id&search_owner=!,123,456

Get Events for 2018

/api/events?date_range_from=2018-01-01&date_range_to=2018-12-31

Get Events where the start date is from 2016-01-01, and where the title contains the word 'test'

/api/events?date_range_from=2016-01-01&date_range_to=2020-01-01&search_title=test

Get Groups where the ID is greater than 10 but less than 200

/api/groups?search_id=>10,<200

Polling:
Polling is when you request a set of records on a repeating time bases. Where possible you should allow our Webhooks to inform your server that a change was made and send you the changes, or use it to trigger an API call for the new data.

Whilst polling is not yet banned, it should be used with great caution and must used correctly to ensure continued API access.

Polling for all records should never be used and will cause access to your API to be limited or blocked. Occasional polling is sometimes allowed to find new or recently updates records. If you are polling ensure your polling time is no more than every 20 minutes depending on the size of the data set returned.

When polling you must query for changed records since your last poll or date, and never repeat requests the same data set. Use search_date_modified to find changed events since your last check. Updating your last check date each time.

Get data that was added or updated after a date, on date, before date, and not on date...

/api/events?search_date_modified=>2022-01-01 (after date)

/api/resources?search_date_modified=>2022-01-01 (after date)

/api/groups?search_date_modified=>2022-01-01 (after date)

Other queries

?search_date_modified=2022-01-01 (on date)

?search_date_modified=>2022-01-01 (after date)

?search_date_modified=>2022-01-01 14:00 (after date and time)

?search_date_modified=<2022-01-01 (before date)

?search_date_modified=!2022-01-01 (not on date)

---

Sort the returned records with the specified fields.

sort=field names

Get the Name of your Groups and sort by the Name then descending by ID

/api/groups?fields=name&sort=name,-id

Get the ID of the last modified Event

/api/events?fields=id&sort=-date_modified&limit=1

---

Return up to the specified number of records.

limit=search value

Get the Name of the first 5 records from your Groups

/api/groups?fields=name&limit=5

Get the Name and the first 500 records from your Resources

/api/resources?fields=name&limit=500

---

POST

HTTP POST requests are used to add or update data to your account. Returned response is in json format.

POST /api/data set name

Create a new event by posting to...

/api/events/

Create a new group by posting to...

/api/groups/

Update an existing event with the ID of 1234

/api/events/1234

Add a new Event

cURL
$ch = curl_init();
$fields = array(
'title' => 'the title',
'owner' => '220',
'date_start' => urlencode('2016-09-29 09:00:00'),
'date_end' => urlencode('2016-09-29 17:00:00'),
'notes' => 'the notes',
'custom1' => 'custom 1',
'custom2' => 'custom 2',
'custom3' => 'custom 3',
'custom4' => 'custom 4',
'custom7' => 'custom 7',
'custom8' => 'custom 8',
'custom9' => 'custom 9',
'starticon' => '1',
'color_text' => '#66FF66',
'color_back' => '#FFFFFF',
'priority' => '7',
'completed' => '75'
);
$post_data = '';
foreach($fields as $key => $value) {
$post_data .= $key.'='.$value.'&';;
}
rtrim($post_data, '&');
curl_setopt($ch, CURLOPT_URL, 'https://accountnum_loginname:password@www.scheduleit.com/api/events');
curl_setopt($ch, CURLOPT_POST, true);
curl_setopt($ch, CURLOPT_POSTFIELDS, $post_data);
curl_exec($ch);

Add a new Resource

cURL
$ch = curl_init();
$fields = array(
'name' => 'the resource name',
'owner' => '10,456,789',
'email' => 'fred@example.com',
'color_back' => '#A9f5A9',
'color_text' => '#66FF66',
'color_event_back' => '#FF0000',
'data1' => 'Manager',
'data2' => '',
'data3' => '',
'data4' => '',
'data5' => '',
'data6' => '',
'data7' => '',
'data8' => '',
'data9' => '',
'data10' => '',
'skills' => '123,456,678',
'geonav' => ''
);
$post_data = '';
foreach($fields as $key => $value) {
$post_data .= $key.'='.$value.'&';
}
rtrim($post_data, '&');
curl_setopt($ch, CURLOPT_URL, 'https://accountnum_loginname:password@www.scheduleit.com/api/resources');
curl_setopt($ch, CURLOPT_POST, true);
curl_setopt($ch, CURLOPT_POSTFIELDS, $post_data);
curl_exec($ch);

Add a new Group

cURL
$ch = curl_init();
$fields = array(
'name' => 'the group name',
'color_back' => '#66FF66',
'positionv' => '5',
'min_resources' => '0',
'max_resources' => '0',
'hide_from_main' => '0',
'hide_from_event' => '0'
);
$post_data = '';
foreach($fields as $key => $value) {
$post_data .= $key.'='.$value.'&';
}
rtrim($post_data, '&');
curl_setopt($ch, CURLOPT_URL, 'https://accountnum_loginname:password@www.scheduleit.com/api/groups');
curl_setopt($ch, CURLOPT_POST, true);
curl_setopt($ch, CURLOPT_POSTFIELDS, $post_data);
curl_exec($ch);

---

DELETE

HTTP DELETE requests are used to delete data from your account. Returned response is in json format.

DELETE /api/data set name/record id

cURL
$ch = curl_init('accountnum_loginname:password@https://www.scheduleit.com/api/events/123456');
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'DELETE');
curl_setopt($ch, CURLOPT_POSTFIELDS);
curl_exec($ch);

api documentation notes spec webhook

9 September 2015, 09:53

Lost Password

If you have lost your password you can get a new one sent to you. Enter your login details (account number/user name) on the login page and click the Lost Password link to get emailed a new one to use. You can access the login page by pressing the Login link at the top of our home page.

Change Password

Once logged into your account you can change the password of any user by going to your Account Settings > Users page then clicking the name of the user whos password you want to changed.