Availability
Packages: Essential, Premium, Enterprise
User Groups: Admin, Manager
In the Scheduling Board, you have the option of scheduling group-based Work Orders in a calendar. Specifically, this means:
You select one or more user groups to be displayed
All users in these user groups are listed in the Scheduling Board
A user can belong to multiple user groups
The display is organized into collapsible group areas for a better overview
Note: It is not possible to filter by individual users.
Best Practices for Group-Based Planning
✅ Structure groups sensibly
Create user groups based on:
Region (north, south, etc.)
Department (electrical, HVAC, etc.)
Role (service, maintenance, installation)
Avoid overly large groups.
✅ Don't choose user groups that are too broad
Only select the user groups you really need. This increases clarity and performance.
✅ Use multi-groups consciously
If employees belong to several user groups:
Use clear user group definitions.
Avoid unnecessary double structuring.