Activity Scheduler View

The Scheduler view allows you to quickly and easily view multiple user calendars side by side in one page over a day or week breakdown. This view is helpful for those in the service industry or who are using MMC to plan and adjust activity assignments.

To Access Scheduler View:

1. Select "Planner" from the Navigation Bar
   
   
   
2. Click on “Scheduler” in the top left corner
   

Viewing & Editing Activities

Click on any existing Activity on the Scheduler View and it will open up a pop-up that shows you details such as the name of the activity, associated records, attached files, notes and more. Click the ‘Edit’, ‘Postpone’, or ‘Mark Done’ buttons to quickly modify these activities

The color of the Activities in the Scheduler View will be based on the Activity Type. Completed Activities will appear with a line through the Activity Name and Time. Incomplete Activities will have a red alert icon in the lower right corner. 

Create and Assign New Activities

Click into the box associated with the date / appropriate rep you would like to assign an Activity to. You will be presented with a pop-up allowing you to quickly create an Activity for the exact date and assignee you have selected

Reassign and Update Activities 

Click and hold the Activity that you would like to reassign or edit the date / time of. Drag the Activity to the appropriate new assignee based on the user list on the left or into the correct date / time box

Filtering the Scheduler View

Use the quick User and Team Filters on the left side of the page to easily focus into a specific Team or a subset of Users you would like to see displayed on the Scheduler:

Additional Filters can be added via the Filter dropdown for Activity values such as Activity Type, Date Created, any exist custom Activity fields or more: 

Day vs Week View

Use the Day / Week toggles in the upper right corner to adjust the view appropriately. In the Week View - each column represents one day. In the Day View - each column represents one hour

Download Scheduler Activities to a spreadsheet

Easily download the Scheduler Activities into a spreadsheet using the download icon in the upper right corner. 

Any Filters applied to the Scheduler View will be implemented during this download. Select which columns to include in the download after hitting the download button: