How to use Scheduler
Scheduler plugin is a drag and drop calendar that shows all meetings, to-dos, planned resources, attendance, and spent time entries. It's quickly becoming the most used plugin by our clients because it gives an ultimate and instant overview of what is going on to both regular workers and managers. Scheduler can be added to any personal dashboard, such as your homepage. To add Scheduler on your homepage, project page or another personalized page, just go to page edit mode ("Customize this page" button), add a module called "Easy Scheduler" and save the page.
The module configuration
In the module configuration, you have the option to switch between personal and manager roles with different permissions. Just click on the pencil icon in the upper right corner of the module to open the settings window. If you are the Manager, you can simply select any user and assign task using drag and drop and thus use Scheduler to optimally allocate resources of your team. If you select Personal, you can use Scheduler to plan tasks in your own calendar only, not for any other users. Moreover, you can edit display range (including the option to show/hide weekends) as well as users and groups and filters right from here. In "Sort" options, you can set up the criteria of sorting tasks in the left column. To import a calendar, use the "Add external calendar" button in the lower right corner.
The task list in the left column includes all the tasks valid for filtering criteria defined in the module configuration (or applied manually using the filter tags). You can simply plan tasks in the left column by dragging and droping them into the calendar. It takes into account the estimated time, and thus allocates a certain number of hours into the calendar. When you change your expectation about the estimated time, just drag the bottom part and modify it as you wish. The legend under the calendar allows you to enable only specific entites to show in the calendar while the disabled ones are hidden.
To quickly change a task's estimated time, simply click on the number of hours shown in the left column for each single task and then enter a new value. The option to change the value only appears when "Estimated time" field is not set as "read-only" in Workflow. The change will save immediately. The number of hours shown in the left column is the remaining time of the task to be scheduled yet, i.e. estimated time minus spent time and already scheduled hours.
Make sure your task allocation is planned between the task's start date and due date. This area is colored in green in Scheduler, the non-available area is colored in red when you drag a task and hold. If you drop your task into a red area, an error message will appear. The hours outside your active working time calendar are also considered a part of the red area so that no user can have tasks scheduled outside his standard working hours. If there are not enough free working hours left for the task's estimated time in a day, the remaining time will automatically allocate to the closest future free time slots. Any user's action with tasks is saved automatically.
The information about time duration visible inside the already scheduled tasks (calendar boxes) represents time duration of the task allocation in this particular day, which might not correspond with the time duration (estimated time) of the task (as it may be scheduled in parts for more days). To extend or reduce the length of task allocation in the calendar daily/weekly view, simply move the bottom border of the task up and down with your left mouse button. To switch the time view of the calendar, use the respective drop-down list just above the calendar (today, day, week, month, year, agenda). In the year view, only activities of one user can be displayed at a time. The Agenda view shows the journal of all scheduled activities and their dates.
Just as easily you can also modify task attributes. Just click on a task in the calendar to show task details. By clicking the "hamburger" icon in the top right corner, the editing menu appears. Here you can also log spent time, comment a task or delete a task allocation from the calendar.
When you click the toothed wheel icon in the top right corner of the module, a drop-down list with the selection of users appears just above the task list, enabling you to easily add selected users to the Scheduler by clicking on their names. The selected users appear right above the calendar in the form of named buttons. A single click on the button mark the user so that you can assign tasks to him. A double click will show only tasks, meetings, etc. of that particular user (like a filter). To remove a user from the selection, just click the trash icon beside his name. To activate a specific user, just click on the button with his name.
Only one user might be active at a time (marked by a green frame and the "check" symbol beside his name), meaning that any task dragged from the left column and dropped into the calendar will be assigned and scheduled only to the currently active user. Be careful that a correct user is active before scheduling a task. Otherwise, the task would automatically reassign and reschedule to a wrong user's calendar. The current assignee can be recognized by a user's icon at each task's box.
Scheduler incorporates meeting calendar, which means you can easily create a new meeting as well as new allocation, attendance or activity right from here. Just click, hold and move the left mouse button on empty space of the calendar (for an intraday activity) or simply click on the specific day in the day/week view (for an all-day activity), then release the button and choose in the pop-up window what kind of entity you wish to create (meeting, allocation, attendance, sales activity). When you schedule various kinds of entities (such as meeting + allocation + attendance) for the same time slot, it will result in 3 mutually overlapping boxes in the calendar view.
Export and import of calendar events
In order to export events or other entities from your Scheduler to another iCal-compatible calendar, just click "iCal URL for events export" button in the lower right corner. This will open a pop-up window called "URL for your calendar" with the URL address just like a QR code containing the same URL address for quicker copy-paste. For each URL address, you may decide which entities should be included for export by ticking the respective checkboxes (meetings and attendance records are ticked by default, only allocations and sales activities are optional).
In order to import calendar events into another Easy Redmine installation or a completely different iCal-compatible calendar, just generate the export link first and insert it into an importing field of the target calendar. Of course, the target calendar needs to support an importing option to manage that.
If you need to overrule the default visibility of tasks shown in the left column, use the "Filters" menu for that purpose. The menu is hidden behind the toothed wheel icon in the top right corner of the module. Clicking the diskette icon next to it will redirect you to the option of saving the filter. You can save your filters as tags in the heading (upper left corner), which makes it easy to apply the right filter with one click only.
Video meetings (Zoom integration)
There is also a "Video meeting" button on the right side where you can quickly establish a video and audio conference using Zoom integration.
Roles and permissions
Roles and permissions of the plugin are common with those of Easy Gantt and Resource Management and can be edited in Administration → Roles and permissions → select a user role → Easy Gantt & Resource Management & Scheduler. Moreover, some permissions might be defined by workflow settings, such as that read-only fields cannot be changed from Scheduler.
Users without permission to view tasks (this can be changed in Administration > Roles and permissions > Task tracking) are also able to see Scheduler module including any task allocations on the timeline, but they are unable to see the task names neither can they click through to see the task details. For such users, all tasks are just anonymous. Meetings in Scheduler are visible to users depending on the allowed visibility of the user type who attends the meeting. Visibility of user types can be changed in Administration > User types > Visibility options.