Scheduler - Quick Start

A quick 30 second overview of how to use Scheduler:

How to drag and drop

How to resize

How to switch day view

Create Resources & Events

How to create a schedule

Change resource view

How to drag and drop:

Click before drag
Click to drag

How to resize

Click to resize

How to create a schedule

Double click on the time and resource that you would like to create a schedule.

create schedule

Create Resources & Events

Select the Tools menu to manage your resources.
manage

Manage Event Types:

- Create and customise events and event colours, such as meetings/callouts/etc.

Manage Categories:

- Create resource categories, such as Engineers/field staff/etc.

Manage Resources:

- Add resources to each category, such as Engineer name/John Smith/etc.

Manage Resource Groups:

- Customise a group/list of people to quickly and easily view their schedule.

How to switch day view

Toggle between the standard day view and a top down day view:

change day view

Day View example:

change day view

TopDown day view example:

change day view

Change resource view

To select a different resource category, click on the top left cell, which will bring up a pop-up menu for you to select.

switch resources

END OF DOCUMENT