Available for:
- Roles: Administrator
- Plans: Premium, Advanced, Enterprise
The Scheduler (assignee) tab of the agenda displays on a single schedule the tasks of several colleagues and several teams. Each person or team has its own row, and each column is a day.
Use it to see your team's schedule, spot who is overloaded or available, and distribute or reassign tasks by drag and drop.
To view only your own tasks, or those of a single colleague, use the Calendar tab instead: Is it possible to view my colleagues' calendar?
How do I display the tasks of several people or teams?
- Open Agenda in the left-hand menu, then the Scheduler (assignee) tab.
- Select the colleagues and teams whose tasks you want to see.
- If you select several people, choose Or to display the tasks assigned to at least one of the people, or And to display only the tasks assigned to all the selected people.
The Or / And choice works the same way for teams.
How do I read the scheduler?
- Each row is a selected colleague or team, and each column is a day.
- The color of a task shows its status (late, late and started, ongoing, planned, completed, canceled). The colors are detailed in How do I filter my calendar?
- A calendar icon next to the description marks a task that comes from a maintenance plan.
- A task assigned to a team appears on the team's row and on the row of each of its members.
- A task surrounded by a dotted line is visible on that row because the person belongs to the assigned team, not because they are assigned directly.
- A legend displayed on the screen reminds you how tasks are represented visually.
- Click a task to open its preview and view or edit it without leaving the scheduler.
How do I collapse or expand teams?
When a team is selected, its members are listed under the team's row. You can collapse or expand each team with the icon next to its name, or all teams at once with the toolbar button.
Your choice is remembered: when you come back to the scheduler, or after applying a saved search, each team stays collapsed or expanded as you left it. This choice is specific to your account and your network, and it is stored in the browser you are using. On another computer or another browser, teams are displayed expanded by default.
Which display periods are available?
- Week: displays seven days.
- Month: displays a longer period, which you scroll horizontally to plan further ahead.
- Fortnight: displays a rolling schedule that starts three days before today and covers the following two weeks, for day-to-day management. Tasks that have been late for more than three days remain visible in the Month view.
⚠️ The Fortnight view is in beta and is only available if it is enabled for your network. To get access, contact support.
The scheduler has no Day view. To see a single day, use the Calendar tab.
You can also switch from the simplified view, which is more compact, to the detailed view, which shows more information on each task.
How do I filter the displayed tasks?
Click Filters to display only the tasks you are interested in: status, task type (individual tasks or maintenance plan tasks), equipment, labels and cost centers. The Excluded labels filter lets you hide tasks that carry certain labels.
Each filter is explained in How do I filter my calendar? If you often use the same selection of people and filters, save it as a search.
How do I reschedule or reassign a task by drag and drop?
- To change a task's date, drag it horizontally to another day. Its scheduled date changes, and its status (and therefore its color) may change too.
- To change a task's assignee, drag it vertically to the row of another colleague or team. The application then asks whether you want to reassign the task or add an additional assignee.
⚠️ A maintenance plan task cannot be moved before the date of the plan's previous task, or after the date of the next task.
Share a schedule to your Outlook or Google calendar
The Share button in the toolbar lets you add a Mobility Work schedule to your usual calendar. This feature is in beta: see How do I add my Mobility Work schedule to Outlook or Google Calendar?
Good to know
- A task that has neither an assignee nor a team does not appear in any calendar or in the scheduler. To find it, use the task search.
- The scheduler cannot be exported or printed. To get the list of tasks for a period, use the task search, then export the result.
- The display order of team members cannot be customized.
- The Scheduler (assignee) tab is reserved for administrators. A technician can view a colleague's or a team's calendar from the Calendar tab, using the assignee filter.