Schedules

Summary

The scheduling tool is designed to let professionals get an idea of their workload. Of course, this means you need to be creating all your work in Affinity - as components against jobs, or tasks against issues, prospects and companies.

As work is assigned to you, with hours, a start date and due date, then your schedule will take shape.

The scheduling system cares about how big a task is and when it is due. As long as you have that information, some green space will be added to your schedule.

1) Work will autoschedule itself by default (green). For example, a component that starts today (Monday) and is due Friday, with 10 hours budgeted, will allocate 2 hours each day onto your schedule.

2) You can manually drag and drop work from the Schedule Work list into your schedule (illustrated in the screenshot above), hereby converting some or all of the time from being autoscheduled to being scheduled - this is represented by blue.

3) Light blue is used to indicate work that you have logged - this means adding activities with time entries against your work items.

4) To see what is schedule (or done) for a given day, click on the bar on the graph. You can edit the time for scheduled items, or remove them (provided they aren't overdue).

5) Use the date range selector from the top right to adjust the days that are accessible within the graph.