There is a lot of information involved while planning an event. Of course, not all of the information is important to every person within the organization. To ensure that each department gets the information they need, you can create planning views. For example, it is not relevant for the kitchen to know about all the activities of the meeting. They only need to know what needs to be prepared and at what time. To create relevant planning views for the kitchen, you can use the filter to remove unnecessary categories from an overview.

How do you create planning views?

Step 1: Click on 'events' in the navigation bar.

Step 2: Go to the list view (see image below).

Step 3: Click on the 'plus' icon as shown in the image below.

Step 4: Insert a name for the new planning view and use the filter to add or remove information.

Optionally activate 'products' so extra settings appear regarding product information which can be activated. At the bottom of the settings screen, select which product categories or labels you want to include in the overview.

Step 5: Save your planning view and select the name.

Editting planning views

In addition to adding planning views, you can also edit them. If, for example, you think there is still too much unnessecary information for the kitchen department, you can filter out more details.

Edit planning views by first clicking on the 'gear' icon (1) displayed next to the planning views and then click on the 'pencil' icon (2), as both shown in image below.

(1)

(2)

Use filters in planning views

Set a date range to create an overview including events within a particular date range (add a series of filters if necessary).

More filter options are possible based on:

  • Locations

  • Event types

  • Event status

  • Customers

  • Contacts

  • Planners

Exporting planning views

Use the export button to convert the overview to a .pdf file format.

Kitchen planning (example)

The kitchen planning is a well-used worklist. Kitchen personnel needs to (only) know at what time certain food products need to be ready for a certain location, but also possible notes like diatery requirements.

How to create such a planning view? Select the following options (non-exhaustive list):

  • Activities (activity description and times)

  • Products (which food products need to be prepared)

  • Location (where food products need to go to)

  • Comments (such as diatery requirements)

  • Internal memo (such as "pay attention to FIFO")

  • Hide activities without products (to avoid irrelevant information)

  • Long product description (e.g. to see how many and which products you need for a fruit salad)

  • Filter products by category -> Food (to filter on food products)

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