NEW! Adding variables to a planning view
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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: Select planning in the main menu
Step 2: Click the 'plus' icon as shown in the image below.
Step 3: 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 4: Save your planning view and select the name
Editing planning views
In addition to adding planning views, you can also edit them. If, for example, you think there is still too much unnecessary 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 work list. 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 dietary 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 dietary 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)
Adding variables to a planning view
It is now possible to add variables to a planning view. This gives you a lot of opportunities to add certain information to the planning.
Create a new planning view (via the plus sign) or edit an existing one by first clicking on the gear icon and then on the pencil icon next to the work schedule in question.
A text field to which you can add text and variables is added to the planning view's settings.
Example of text and variables in the text box of a planning view:
Missing a certain variable? Then easily create attributes which you can add to a planning view as well.
Tip: You can now add any information to a planning view that you could previously only place in documents. As a result, you can now use a planning view as, for example, a work list or script, and you can easily export it per event, per day, or for several events at once.
The result in the planning view:
