Learn how to Group your 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
.