Steps in the screenshots correspond to the numbers in the headings.
In Q3 2021, the scheduling portion of Work Execution Management will be released in the Planner Portal. At that time, all scheduling work should be done in the Planner Portal: Planning (efactorypro.com)
1. The Schedule Board defaults to the Timeline view, which shows the team on the left side and the calendar on the right.
2. To change to a weekly view and schedule a single Technician for the entire week at a time, click on the Week view in the middle of the header.
Click and drag the Tasks up from the bottom to schedule as usual.
A video on this topic can be found by clicking the following link:
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