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6 September 2017, 10:28
Labels/Skills can be added to your resources and employees, and used to help you find the best, most qualified resources for an event or stop those that are not qualified or with outdated/expired certifications from being added to an event. Labels can also be used to define if a resource, like equipment and vehicles, have a valid certification, MOT, calibration and much more.

Edit any resource from your Account Settings > Groups & Resources page, click the resource name, and then from the Labels tab you can choose the labels and expiry dates you want for that resource. Add and edit any labels from your Account Settings > Labels page.

Use labels to define any skills, qualifications, conditions, or states. Examples could include labels like Plumber, Electrician, First Aider, Sales Prospect, Qualified Lead, Language Spoken, Area Covered, Can Teach ABC, Has MOT, Is Calibrated etc.

Adding labels gives you a number of benefits to make your scheduling quicker and safer:
1 - Pick the right people first time. Only people that have the right skills for an event will be shown, others are hidden.
2 - Never plan an unqualified person. If you move an event from one person to another you will be warned or blocked if they are not qualified to do that activity.
3 - Find people quickly. Using the quick search you can type the skill you are looking for and instantly see those that match.
4 - Ensure all vehicles have a valid MOT and be warned if it has expired.
5 - Ensure all test equipment is calibrated and know when the recalibration is due.



Filtering Resources by Labels

When adding an event, click the Tagging tab and choose the labels/skills you need. Only resources that match your requirements are shown. This is great to filter and search for resources with the skills you need.

If you save an event with any labels selected then each time the event is updated it will check that all resources have those labels/skills and if not it will stop or warn the user based on each resources preference.





Once you have added some labels to your resources you can hover over their name in your Timeline View to quickly see the labels they have.




You can use the Quick Search to instantly find all resources with a matching label.




Search for resources with labels that have expired or about to expire.

From your Account Settings > Groups & Resources page, click the help finder to choose the expiry status of the resources you want to show.




1 May 2018, 14:03
You can customize your schedule by changing the theme used in all windows and also change the background color and image. Choose between 130 different colors, images and photos to express yourself and also make navigating your schedules much easier. Every user can choose their own style to fit their needs and preferences.

From the Settings icon (top right) choose Theme colors to set the theme colors and background image used when displaying your schedule.








style,theme,photo,background,image,style, dark mode, darkmode, darker

9 August 2023, 07:22
In project management and organizational efficiency, two vital concepts play a pivotal role: planning and scheduling. While these terms are often used interchangeably, they represent distinct stages of the project lifecycle. In this blog, we will look into the fundamental differences between planning and scheduling, highlighting their unique attributes, purposes, and contributions to successful project execution.

The Essence of Planning

At the heart of any successful endeavor lies a well-structured plan. Planning is the preliminary stage that lays the groundwork for the entire project. It involves an approach to define goals, objectives, resources, and strategies to achieve the desired outcomes.

  • 1. Defining Objectives - Planning initiates with a clear articulation of project objectives and goals. It answers the pivotal question: "What are we aiming to achieve?" This phase sets the project's direction and provides a framework for subsequent actions.

  • 2. Task Identification and Allocation - In the planning phase, all tasks and activities necessary to accomplish the project are identified. These tasks are then allocated to specific teams or individuals based on their expertise, availability, and responsibilities.

  • 3. Resource Allocation - An integral part of planning is allocating resources, including time, budget, and human resources, to various tasks. This ensures that the project has the necessary inputs to progress smoothly.

  • 4. Risk Assessment and Mitigation - Anticipating potential roadblocks is crucial for successful project execution. The planning phase involves identifying potential risks, evaluating their impact, and devising strategies to mitigate or manage them effectively.

  • 5. Sequence and Dependencies - Establishing the sequence of tasks and their dependencies is another key aspect of planning. It helps ensure that tasks are performed in a logical order, preventing bottlenecks and delays.

  • 6. Timeline and Milestones - A project timeline is created during the planning phase, highlighting key milestones and deliverables. This provides a high-level overview of the project's progression over time.

  • The Dynamics of Scheduling

    Scheduling comes into play once the planning phase is complete. While planning provides the project's blueprint, scheduling dives into the nitty-gritty details of task execution, resource allocation, and time management.

  • 1. Task Sequence and Timing - Scheduling involves determining the order in which tasks are performed and allocating specific start and end times to each task. It creates a granular timeline for task execution.

  • 2. Resource Assignment - Resources allocated during the planning phase are precisely assigned to tasks in the scheduling phase. This includes assigning specific team members, equipment, and budget to individual tasks.

  • 3. Time Estimations - Scheduling requires accurate estimations of the time required for each task. These estimations are based on historical data, expert judgment, and other relevant factors.

  • 4. Calendar Integration - The scheduling phase aligns the project timeline with the calendar. This involves considering holidays, weekends, and other factors that might impact task execution.

  • 5. Adjustments and Adaptations - As the project progresses, scheduling involves monitoring actual progress against the planned timeline. Adjustments are made to accommodate unforeseen delays, changes in priorities, or resource constraints.

  • Synergy and Significance

    Understanding the distinction between planning and scheduling is pivotal for effective project management. Planning sets the vision, objectives, and strategic direction, while scheduling converts these into an actionable timeline with detailed tasks and resource allocations.


    In the realm of project management, the difference between planning and scheduling is akin to the distinction between the architect's blueprint and the construction crew's execution plan. Both are indispensable, and their synergy is essential for achieving successful outcomes. By recognizing the unique attributes and roles of planning and scheduling, organizations can enhance their project management strategies, improve efficiency, and deliver projects on time and within budget.

    9 June 2023, 07:22
    Understanding the Difference Between Planning and Scheduling

    5 August 2023, 08:31
    Modernizing staff scheduling techniques is essential to keep up with the demands of today's dynamic work environments. In this blog, we will explore the limitations of spreadsheets and the advantages of embracing modern staff scheduling solutions. We will also discuss the key features and benefits of advanced staff scheduling software, as well as tips for successful implementation.

  • The Limitations of Spreadsheets
  • Advantages of Modern Software
  • Key Features
  • Successful Implementation

  • Effective scheduling is crucial for any business to run smoothly and efficiently. Traditionally, many organizations relied on manual methods like spreadsheets to manage their staff schedules. However, as businesses grow and become more complex, these outdated techniques can prove to be inefficient, error-prone, and time-consuming.


    The Limitations of Spreadsheets for Staff Scheduling

    While spreadsheets have been a widely used tool for staff scheduling, they have inherent limitations that can hinder efficient workforce management:

  • Prone to Errors: Manual data entry and formula-based calculations in spreadsheets can lead to errors, such as double-bookings, overlapping shifts, and miscalculations of work hours, resulting in confusion.

  • Lack of Real-time Updates: Spreadsheets often lack real-time updating capabilities. As schedules change or employees request time off, it becomes challenging to maintain an up-to-date and accurate schedule in a shared spreadsheet environment.

  • Limited Collaboration: Collaboration in spreadsheets can be cumbersome, especially when multiple managers or supervisors are involved in the scheduling process. Version control issues may arise, leading to miscommunications and conflicts.

  • Inflexibility: Spreadsheets may not be designed to handle the complexities of staff planning, such as considering employee preferences, availability, and certifications. This lack of flexibility can result in suboptimal schedules and decreased employee satisfaction.

  • Time-consuming: Manually creating and maintaining staff schedules on spreadsheets can be time-consuming, especially for large organizations with a significant number of employees and complex scheduling requirements.

  • Advantages of Modern Staff Scheduling Software

    To overcome the limitations of spreadsheets and improve workforce management, businesses are turning to modern staff scheduling software solutions. These advanced tools offer a wide range of benefits:

  • Automated Scheduling: Staff planning software automates or guides the process of creating and updating schedules based on predefined rules and criteria. This saves time and ensures more accurate schedules, minimizing the risk of errors.

  • Real-time Updates: Modern staff scheduling software allows for real-time updates and notifications, ensuring that all stakeholders are immediately informed of any changes or requests. This transparency and instant communication enhance collaboration and reduce scheduling conflicts.

  • Employee Self-service: Many staff scheduling software solutions include self-service features that enable employees to view their schedules, request time off, and update work live. Empowering employees with more control over their schedules can improve morale and job satisfaction.

  • Integration with Timekeeping and Payroll: Staff scheduling software can seamlessly integrate with CRM, HR, timekeeping and payroll systems, streamlining the process of tracking employee work hours and ensuring accurate and timely payments.

  • Compliance and Labor Law Adherence: Advanced scheduling software can help businesses comply with labor laws, union agreements, and other regulatory requirements. By considering factors like overtime limits and rest periods, the software can prevent scheduling violations.

  • Advanced Reporting and Analytics: Staff scheduling software provides valuable insights through reporting and analytics. Managers can access data on employee performance, labor costs, and schedule efficiency, enabling data-driven decision-making.

  • Key Features of Modern Staff Scheduling Software

    When choosing a staff scheduling software, consider these essential features:

  • Templates: Create pre-defined job, work and shift templates based on common work, regular working hours and demand patterns, simplifying the scheduling process.

  • Employee Availability: Allow employees to input their availability preferences, ensuring that schedules are aligned with their personal commitments.

  • Conflict Resolution: Automated conflict resolution features can prevent double-bookings and ensure that employees are not scheduled for overlapping work.

  • Overtime Management: Monitor and manage overtime hours to control costs and comply with labor regulations.

  • Mobile Access: Ensure that the software is accessible on mobile devices, enabling employees to access their schedules and managers to make updates on the go.

  • Integration with Other Systems: Look for software that integrates with existing HR, timekeeping, and payroll systems to streamline data flow and avoid duplications.

  • Successful Implementation of Staff Scheduling Software

    To maximize the benefits of staff scheduling software, follow these implementation tips:

  • Identify Requirements: Assess your organization's unique scheduling needs and select software that aligns with your specific requirements.

  • Training and Support: Provide comprehensive training to managers and employees to ensure smooth adoption of the software. Ensure that ongoing support is available to address any questions or issues that may arise.

  • Pilot Testing: Conduct a pilot test of the software with a small group of users before full implementation to identify and address any potential challenges.

  • Monitor and Evaluate: Continuously monitor the software's performance and gather feedback from users to make necessary improvements.



  • In conclusion, modernizing staff scheduling techniques through the adoption of advanced software solutions is a crucial step for businesses seeking to enhance productivity, improve employee satisfaction, and optimize resource allocation.

    By overcoming the limitations of spreadsheets, organizations can embrace automation, real-time updates, and collaboration to create efficient and effective staff schedules. Choosing the right staff scheduling software with key features, providing adequate training, and continuously evaluating its performance will ensure a successful implementation that positively impacts the overall success of the organization.

    5 July 2023, 20:27
    8 Benefits of Scheduling Service Engineers and their Work

    4 August 2023, 13:58
    Effective job scheduling is vital for organizations to meet deadlines, optimize resources, and maintain a competitive edge. With the advent of job scheduling and booking software, businesses can automate and optimize their scheduling workflows, leading to enhanced productivity and improved overall efficiency. In this blog, we will explore the benefits of using job scheduling software and how it can revolutionize the way businesses manage their operations.

    1. Optimized Resource Allocation

    Job scheduling software provides a centralized platform that allows managers to efficiently allocate resources to various tasks and projects. With real-time visibility into the availability and skills of employees, equipment, and other resources, managers can make well-informed decisions regarding the assignment of jobs. This optimization ensures that each task is allocated to the most suitable resource, maximizing efficiency and productivity.

    The software can also analyze historical data to identify patterns and trends, enabling better resource forecasting and allocation in the future. By making the most of available resources, businesses can minimize downtime and reduce operational costs.

    2. Time Savings

    Manual scheduling processes can be tedious and time-consuming, especially for organizations with complex operations and multiple teams. Job scheduling software can automate or guide the process, saving managers and administrators valuable time that can be better utilized in more strategic and value-adding activities.

    The ability to generate schedules quickly, considering various constraints and requirements, significantly speeds up the scheduling process. It also simplifies the task of updating schedules in real-time, accommodating changes and unexpected events efficiently.

    3. Improved Communication and Collaboration

    Efficient communication is essential for successful job execution. Job scheduling software should include built-in communication tools, such as instant messaging and notifications, which facilitate seamless communication between team members, supervisors, and stakeholders.

    This enhanced communication fosters collaboration and teamwork by ensuring that everyone involved in a job is on the same page. Any updates or changes to job schedules are communicated in real-time, reducing the chances of miscommunications and improving overall productivity.

    4. Enhanced Visibility and Transparency

    Transparency in scheduling not only benefits managers but also employees and clients. Job scheduling software provides stakeholders with clear visibility into the status of tasks, work progress, and resource availability.

    For employees, having access to their schedules allows them to plan their workdays better, leading to increased job satisfaction and work-life balance. Clients can also benefit from transparent scheduling, as they can have a clear understanding of project timelines and milestones, thereby building trust and ensuring customer satisfaction.

    5. Reduced Errors and Conflicts

    Manual scheduling is prone to errors, such as double-bookings, over-allocations, or overlooking employee availability. These errors can lead to costly delays and conflicts that impact project timelines and budgets.

    Job scheduling software employs sophisticated algorithms that consider various factors, such as employee skills, certifications, and preferences, to create conflict-free schedules. This reduces the likelihood of errors and conflicts, promoting smoother operations and improved project outcomes.

    6. Real-time Tracking and Reporting

    Job scheduling software typically includes tracking and reporting features that provide valuable insights into job progress, resource utilization, and performance metrics. Managers can monitor the status of ongoing jobs and identify potential bottlenecks or inefficiencies.

    The software's reporting capabilities can also aid in performance evaluations and future planning. Analyzing data on job durations, resource usage, and other key metrics helps organizations identify areas for improvement and make data-driven decisions to optimize their operations further.

    7. Adaptability to Changing Priorities

    In dynamic business environments, priorities can change rapidly. Job scheduling software allows managers to adapt to these changes quickly and efficiently.

    In the event of a sudden change in project scope, deadlines, or resource availability, the software can automatically reschedule tasks and allocate resources accordingly. This flexibility ensures that businesses remain agile and responsive to evolving market demands.

    8. Compliance and Audit Trail

    For industries with strict regulations and compliance requirements, maintaining accurate records is critical. Job scheduling software creates an audit trail of all scheduling activities, including any modifications or updates.

    This audit trail not only aids in compliance audits but also helps in resolving any disputes or issues that may arise concerning job assignments or resource allocations.

    Conclusion

    In conclusion, job scheduling software offers numerous benefits that can transform the way businesses manage their operations. From optimized resource allocation and time savings to improved communication and transparency, the advantages are vast.

    Embracing job scheduling and booking software enables businesses to enhance their productivity, make informed decisions, and stay ahead of the competition in an ever-changing business landscape. As technology continues to evolve, job scheduling software will undoubtedly become even more sophisticated, providing even greater opportunities for businesses to streamline their processes and achieve success.

    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 with tools 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. 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.

    cURL
    $ch = curl_init('https://www.scheduleit.com/api/');
    curl_setopt($curl, CURLOPT_HTTPAUTH, CURLAUTH_BASIC);
    curl_setopt($curl, CURLOPT_USERPWD, 'accountnum_username:password');
    $output = curl_exec($ch);
    curl_close($ch);

    cURL
    $ch = curl_init('https://www.scheduleit.com/api/');
    curl_setopt($ch, CURLOPT_HTTPHEADER, array('Authorization:Basic '.base64_encode('accountnum_username:password').''));
    $output = curl_exec($ch);
    curl_close($ch);

    Base64 Encoding Tools





    Retrieving User Information

    Data is request via the URL path and additional parameters.

    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);





    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. Request a single record to see and return ALL fields.

    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


  • 12 January 2022, 11:12
    Running a report to view or export your data

    1 May 2018, 14:03
    Setting a theme, dark mode, colors, background and photo for your schedule

    MA
    Mark
    14 September 2023, 07:44
    Please contact our support team who can help much quicker, as these comments are only checked weekly. I sounds like your CSV does not have the correct quotation marks separating your columns. Your resource MUST already exist with exactly the same name in your database BEFORE import the events.

    JO
    Jose
    14 September 2023, 07:14
    Hi Mark, thanks for the advice. I have done what was indicated, but only half of the string has worked. The import in Notes is truncated. The Tags or Resources appear as part of the Note with an indication:
    MISSING RESOURCES - tag tag tag tag

    Any idea?

    13 September 2023, 09:20
    With relentless schedules, tight deadlines, and never-ending to-do lists, the quest for effective time and task management is paramount. One approach that has gained immense popularity, especially among teams and individuals is the Kanban board.

    In this blog post, we will explore how integrating Kanban boards into your scheduling can significantly transform your daily routine, making it notably more enjoyable and stress-free.


    Unpacking the Kanban Board Concept

    Let's kick off our journey by demystifying the Kanban board. Originating from Toyota in the 1940s, Kanban serves as a visual project management tool aimed at enhancing workflow efficiency.

    In its essence, a Kanban board comprises columns and cards. Each column symbolizes a stage within your workflow, while every card represents a specific task or item awaiting completion. Think of it as a digital bulletin board tailored to your unique needs.


    The Power of Visual Representation

    One of the primary advantages of employing Kanban boards in your scheduling lies in the ability to visualize your workload. Instead of grappling with abstract lists or juggling mental notes, you gain a clear, organized overview of your tasks.

    Picture your to-do list neatly laid out before you, thoughtfully sorted by stages of progress. This simple act of visualizing your workload can instantaneously alleviate stress and overwhelm.


    Striking a Balance with Work in Progress (WIP)

    At the heart of Kanban methodology lies the concept of limiting work in progress. By imposing a maximum task limit for each column, you prevent overburdening yourself and maintain a laser focus on your top priorities.

    This approach can be a game-changer in scheduling, helping you steer clear of the common pitfall of attempting too much simultaneously. Remember, it's perfectly acceptable to defer additional tasks until you've cleared some from your board.


    Flexibility and Adaptability

    One of the reasons the Kanban method is so beloved is its inherent flexibility. Life seldom adheres to plans, and scheduling often necessitates adjustments.

    With a Kanban board, seamlessly shift tasks between columns or reprioritize them as circumstances dictate. This adaptability ensures that your schedule remains relaxed, even when unexpected changes come into play.


    Empowering Through Time Blocking and Visualization

    Time blocking is a potent technique for elevating productivity, and it harmonizes seamlessly with Kanban boards. Dedicate specific time slots to task execution and utilize your board to vividly represent these blocks.

    This not only aids in adhering to your schedule but also generates a palpable sense of accomplishment as you advance cards from "To-Do" to "Done."


    The Art of Prioritization

    In the whirlwind of daily work life, it's easy to lose sight of your genuine priorities. Kanban boards nudge you toward prioritizing tasks by facilitating card sorting and organization based on importance.

    This uncomplicated practice ensures that your scheduling endeavors remain dedicated to what truly matters, thereby reducing stress and freeing up time.


    Celebrating Milestones and Progress

    One frequently overlooked aspect of scheduling is the celebration of achievements. With a Kanban board, you can tangibly track your progress as cards transition from "To-Do" to "Done." Take a moment to acknowledge your successes, no matter how modest they might appear.

    This positive reinforcement can fuel your motivation and help you stay relaxed as you diligently work through your tasks.


    Selecting the Ideal Tools

    To embark on your Kanban scheduling journey, you'll need suitable tools. Fortunately, there is a plethora of digital Kanban board applications available, such as Schedule it, Trello, Asana, or even simple physical boards you can create. Opt for the one that aligns with your preferences, and commence simplifying your scheduling process today.



    In conclusion, the Kanban board emerges as a versatile, user-friendly tool capable of revolutionizing your scheduling approach. Its visual appeal, adaptability, and emphasis on prioritization render it an indispensable asset for anyone striving to streamline their time and task management.

    By weaving Kanban into your daily routine, you'll find yourself with more opportunities to relax and relish the truly meaningful aspects of life. So, why not embark on this journey and discover the serenity of a well-organized, stress-free schedule? Your future self will undoubtedly express gratitude for this decision!

    13 July 2023, 09:19
    Using a Kanban Board for Scheduling

    MA
    Mark
    12 September 2023, 20:03
    Add a single column to your CSV for all your tagged resources (comma separated). When an event is imported it will find exact name matches to existing resources and tag them to it. Add a column for the HTML text color and a column for the HTML background color for the imported event. Be sure the map the columns to the correct database point on the mapping step. You can also export events to a CSV to see a good sample of the format (Run a Report > Sample 5.



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