Group By

Learn how to Group your information on the Planner

How do Group my information on the Planner?

On the Planner, you can group your information in order to make it easier to visualise related items together. For example, in Shift View, you can order Shifts(s) by Location, which improves organisational clarity and planning.

To begin, simply begin by clicking the Group By button, as shown below.

This function is only available in Timeline Mode.

Once selected, the custom Group By Field Selector module will display, as shown below.

It is here you can select which field you wish to organise your information by.

As I have selected the Group By action from Shift View, the available fields are Appointment/Shift fields, as shown above. This is because Shift View organises the Planner by Shift. If you were to select the Group By action from Accomodation View, these fields would be catered to Accomodations.

After selecting a field, click Select to finalise. Below, I have chosen to Group my Shifts by Location.