{"_id":"590baaddf6bf532f005e9aaa","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":12,"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"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"__v":0,"parentDoc":null,"user":"55ef2835e7f5490d000c0e4f","category":{"_id":"5789af34f55bf80e00d0c34f","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2016-07-16T03:51:16.168Z","from_sync":false,"order":1,"slug":"dashboard","title":"Weekly Planner"},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2017-05-04T22:27:41.823Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":3,"body":"Groups are a great way to plan with multiple teams, locations or roles.  \n[block:api-header]\n{\n  \"title\": \"Setting up Groups\"\n}\n[/block]\nFrom the Settings, select **Groups**.  From here you can manage your groups.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/67a7d39-Screen_Shot_2017-05-05_at_10.30.41_AM.png\",\n        \"Screen Shot 2017-05-05 at 10.30.41 AM.png\",\n        1936,\n        514,\n        \"#407499\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Create a Group\"\n}\n[/block]\nWhen you add a group, you'll be able to name the group.  If you're wanting to setup teams, then call the group 'Team'.  If you're wanting to setup roles, then call the group 'Roles'.  You can then add each of your team names and role names as options into the group.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/17da654-Screen_Shot_2017-05-05_at_10.31.46_AM.png\",\n        \"Screen Shot 2017-05-05 at 10.31.46 AM.png\",\n        1486,\n        1242,\n        \"#1d2938\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Adding Staff to Groups\"\n}\n[/block]\nYou can add your staff to groups using the **Users** tab in the settings.  Click on the name of a staff member, then use the downdown lists to add the staff member to each group.  A staff member can be in multiple groups and within each group, they can have multiple options.  For example, when assigning roles - a staff member could be given multiple roles.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/04a110c-Screen_Shot_2017-05-05_at_10.42.11_AM.png\",\n        \"Screen Shot 2017-05-05 at 10.42.11 AM.png\",\n        1498,\n        870,\n        \"#434a56\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Scheduling with Groups\"\n}\n[/block]\nOnce you've created groups and added your staff to the groups, then you can filter the weekly planner to show your groups.  Select **Show Group Filters**, then use the options to select the groups you would like to display.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/00048b6-Screen_Shot_2017-05-05_at_10.43.06_AM.png\",\n        \"Screen Shot 2017-05-05 at 10.43.06 AM.png\",\n        2046,\n        748,\n        \"#eeeeee\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:callout]\n{\n  \"type\": \"info\",\n  \"title\": \"Filtering with Groups\",\n  \"body\": \"Once you've selected a filter, that filter remains active when you are planning a job.\"\n}\n[/block]","excerpt":"","slug":"working-with-groups","type":"basic","title":"Working with Groups"}

Working with Groups


Groups are a great way to plan with multiple teams, locations or roles. [block:api-header] { "title": "Setting up Groups" } [/block] From the Settings, select **Groups**. From here you can manage your groups. [block:image] { "images": [ { "image": [ "https://files.readme.io/67a7d39-Screen_Shot_2017-05-05_at_10.30.41_AM.png", "Screen Shot 2017-05-05 at 10.30.41 AM.png", 1936, 514, "#407499" ] } ] } [/block] [block:api-header] { "title": "Create a Group" } [/block] When you add a group, you'll be able to name the group. If you're wanting to setup teams, then call the group 'Team'. If you're wanting to setup roles, then call the group 'Roles'. You can then add each of your team names and role names as options into the group. [block:image] { "images": [ { "image": [ "https://files.readme.io/17da654-Screen_Shot_2017-05-05_at_10.31.46_AM.png", "Screen Shot 2017-05-05 at 10.31.46 AM.png", 1486, 1242, "#1d2938" ] } ] } [/block] [block:api-header] { "title": "Adding Staff to Groups" } [/block] You can add your staff to groups using the **Users** tab in the settings. Click on the name of a staff member, then use the downdown lists to add the staff member to each group. A staff member can be in multiple groups and within each group, they can have multiple options. For example, when assigning roles - a staff member could be given multiple roles. [block:image] { "images": [ { "image": [ "https://files.readme.io/04a110c-Screen_Shot_2017-05-05_at_10.42.11_AM.png", "Screen Shot 2017-05-05 at 10.42.11 AM.png", 1498, 870, "#434a56" ] } ] } [/block] [block:api-header] { "title": "Scheduling with Groups" } [/block] Once you've created groups and added your staff to the groups, then you can filter the weekly planner to show your groups. Select **Show Group Filters**, then use the options to select the groups you would like to display. [block:image] { "images": [ { "image": [ "https://files.readme.io/00048b6-Screen_Shot_2017-05-05_at_10.43.06_AM.png", "Screen Shot 2017-05-05 at 10.43.06 AM.png", 2046, 748, "#eeeeee" ] } ] } [/block] [block:callout] { "type": "info", "title": "Filtering with Groups", "body": "Once you've selected a filter, that filter remains active when you are planning a job." } [/block]