This video gives you a walk-through of the planning module’s functions, settings and integration to other modules in the system. The planning module is nicely integrated in the whole system, making it easier to plan and register time (among other things).
We just added a new function to the worksheet to make your registration even easier.
Now you can choose to see your planned tasks from the calendar directly in your worksheet. When you finish the task, a time registration is created automatically with selected information and time span. All you have to do is press “done” in the worksheet, and perhaps change the time in the registration in case you used more or less time than expected. Check out the simple guide down below to find out how you can activate this new and useful function in your own system.
1) First, you go to system settings: Menu -> Settings -> System settings
2) Then you go to “Worksheet modules” and choose “Add planned tasks from calendar.”
3) Now you have to create a task in the calendar: Menu -> calendar -> Overview.
Create the task and fill out the information that you need. The same information will show in the final registration.
4) Go to the worksheet in the menu and then go to the date where you just created the task.
The task will be shown as a blue line at the top of the concerned day. You can find the “done” button on the right side of the screen. When you click that button, the system will create a time registration for you, and mark the task as done with a grey colour.
This is everything you need to do to add your planned tasks to the worksheet.