{"_id":"5a8defd6f1a9d90012f4b247","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":14,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9","5a8b9193e4eb600012e90dea","5b511e0bfe048400034364d8"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"5a8b9193e4eb600012e90dea","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2018-02-20T03:10:11.603Z","from_sync":false,"order":2,"slug":"getting-started-guide","title":"Getting Started Guide"},"user":"5a84d1bf6b17d200124fa3ea","githubsync":"","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-02-21T22:16:54.569Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":10,"body":"This guide has instructions for a number of different tasks. If you just need to see how to do a specific task, this page has all of the instructions in one place. \n[block:api-header]\n{\n  \"title\": \"Connecting to WorkflowMax/Xero Practice Manager\"\n}\n[/block]\n## How to connect to WorkflowMax/Xero Practice Manager\n\n1.   Click “settings” at the top-right\n2.   Click “XPM/WFM”\n3.   Click “Connect”\n\n[Read more about connecting to WorkflowMax/Xero Practice Manager.](http://help.planrightapp.com/v1.0/docs/connecting-to-workflowmaxxero-practice-manager) \n[block:api-header]\n{\n  \"title\": \"Setting up your team\"\n}\n[/block]\n## How to get to the user page\n\n1.  Click \"settings\"\n2.  Click \"users\"\n3.  Choose the user you want to edit.   \n\n## How to change working hours and days\n\n1.  Click on the “working hours” field\n2.  Change it, or delete it \n3.  Click “save user details”\n\n## How to edit expected productivity \n\n1.  Click on the relevant “Productive %” field in the user page\n2.  Change it \n3.  Click “save user details”\n\n[Read more about setting up your team.](http://help.planrightapp.com/v1.0/docs/setting-up-your-team)\n\n\n[block:api-header]\n{\n  \"title\": \"Planning a job\"\n}\n[/block]\n## How to assign tasks in the schedule view\n\n1.  Click on the relevant task box, and drag it to the spot on the schedule that corresponds with the staff member who you want to complete the work\n2.  Type in how many hours you want to assign to the staff member.\n3.  Click on the sides of the task box, and expand or contract the box to set the time frame\n4.  Click anywhere in the box to drag it to another spot in the schedule, or to another staff member\n\nYou’ll see the staff member’s other commitments, so you can allocate work accordingly.\n\n[Read more about planning a job.](http://help.planrightapp.com/v1.0/docs/planning-a-job)\n\n[block:api-header]\n{\n  \"title\": \"Setting up groups\"\n}\n[/block]\n## How to set up a group\n1.  Click “settings” at the top right of the screen\n2.  Click “groups” on the left of the screen \n3.  Click “add group”\n4.  Type the group category into the “group category” box. \n5.  Type the different options into their relevant boxes. In this example, we will create a group for a staff member’s region - Auckland, Christchurch or Wellington. \n\n## How to assign people to a group\n1.  Click “users”\n2.  Click on a user \n3.  Choose the user’s group option from the drop-down\n\n[Read more about setting up groups. ](http://help.planrightapp.com/v1.0/docs/groups-1) \n[block:api-header]\n{\n  \"title\": \"Solving capacity problems\"\n}\n[/block]\n## How to extend a deadline:\n1.  Click the right-hand side of the rectangle associated with the job, in Schedule mode or Assign mode. \n2.  Drag it to the right, until you reach your later deadline. \n\n## How to give a task to someone else:\n1.  Click the rectangle associated with the task.\n2.  Drag the rectangle to another staff member.\n\n## How to split a job\n1.  Double click on the rectangle associated with the task, or click on “plan job” and choose the relevant job. Both of these will take you directly to the job. \n2.  Click on the amount of time you have allocated to the job - in this case, 80 hours\n3.  Change it to a smaller number\n4.  Click on the relevant component in the rectangles at the top of the job. \n5.  Drag it down to the second staff member (in this case, Austin Mer)\n6.  Click on the right-hand side of the rectangle, and drag it out to the deadline.\n7.  Click on the allocated time - “1h” by default, and change it to the amount of time you want to allocate to the second staff member. In this case, we have split an 80 hour task in half, so both Austin and Aurif will have 40 hours allocated to design.\n\n[Read more about solving capacity problems in PlanRight.](http://help.planrightapp.com/v1.0/docs/using-the-schedule-view-to-solve-capacity-problems)","excerpt":"","slug":"cheat-sheet","type":"basic","title":"Cheat sheet"}
This guide has instructions for a number of different tasks. If you just need to see how to do a specific task, this page has all of the instructions in one place. [block:api-header] { "title": "Connecting to WorkflowMax/Xero Practice Manager" } [/block] ## How to connect to WorkflowMax/Xero Practice Manager 1. Click “settings” at the top-right 2. Click “XPM/WFM” 3. Click “Connect” [Read more about connecting to WorkflowMax/Xero Practice Manager.](http://help.planrightapp.com/v1.0/docs/connecting-to-workflowmaxxero-practice-manager) [block:api-header] { "title": "Setting up your team" } [/block] ## How to get to the user page 1. Click "settings" 2. Click "users" 3. Choose the user you want to edit. ## How to change working hours and days 1. Click on the “working hours” field 2. Change it, or delete it 3. Click “save user details” ## How to edit expected productivity 1. Click on the relevant “Productive %” field in the user page 2. Change it 3. Click “save user details” [Read more about setting up your team.](http://help.planrightapp.com/v1.0/docs/setting-up-your-team) [block:api-header] { "title": "Planning a job" } [/block] ## How to assign tasks in the schedule view 1. Click on the relevant task box, and drag it to the spot on the schedule that corresponds with the staff member who you want to complete the work 2. Type in how many hours you want to assign to the staff member. 3. Click on the sides of the task box, and expand or contract the box to set the time frame 4. Click anywhere in the box to drag it to another spot in the schedule, or to another staff member You’ll see the staff member’s other commitments, so you can allocate work accordingly. [Read more about planning a job.](http://help.planrightapp.com/v1.0/docs/planning-a-job) [block:api-header] { "title": "Setting up groups" } [/block] ## How to set up a group 1. Click “settings” at the top right of the screen 2. Click “groups” on the left of the screen 3. Click “add group” 4. Type the group category into the “group category” box. 5. Type the different options into their relevant boxes. In this example, we will create a group for a staff member’s region - Auckland, Christchurch or Wellington. ## How to assign people to a group 1. Click “users” 2. Click on a user 3. Choose the user’s group option from the drop-down [Read more about setting up groups. ](http://help.planrightapp.com/v1.0/docs/groups-1) [block:api-header] { "title": "Solving capacity problems" } [/block] ## How to extend a deadline: 1. Click the right-hand side of the rectangle associated with the job, in Schedule mode or Assign mode. 2. Drag it to the right, until you reach your later deadline. ## How to give a task to someone else: 1. Click the rectangle associated with the task. 2. Drag the rectangle to another staff member. ## How to split a job 1. Double click on the rectangle associated with the task, or click on “plan job” and choose the relevant job. Both of these will take you directly to the job. 2. Click on the amount of time you have allocated to the job - in this case, 80 hours 3. Change it to a smaller number 4. Click on the relevant component in the rectangles at the top of the job. 5. Drag it down to the second staff member (in this case, Austin Mer) 6. Click on the right-hand side of the rectangle, and drag it out to the deadline. 7. Click on the allocated time - “1h” by default, and change it to the amount of time you want to allocate to the second staff member. In this case, we have split an 80 hour task in half, so both Austin and Aurif will have 40 hours allocated to design. [Read more about solving capacity problems in PlanRight.](http://help.planrightapp.com/v1.0/docs/using-the-schedule-view-to-solve-capacity-problems)