WorkflowMax - Closer look at Scheduling - Katalyst Cloud & Business Services, specialists in Xero and WorkflowMax

Scheduling in WorkflowMax has never really been on my radar – it can look more exciting than it is when you first show it to people – but it does have its place. I thought I might take a moment to share.

A couple of points to note:

  • There is no ‘intra-day’ scheduling – you can’t set things for a certain time of the day
  • There are no dependancies – you can’t set it to finish one thing, then start the next

Scheduling would work best for companies where staff are on jobs for days, and you know who the staff member is doing the work.  For example, two builders working on a house for 3, 8 hour days.  Using tasks, you enter 48 estimated hours, assign Steven and Shelly and then the system will average the time out by two people over three days.  For staff billable setup, you can split the hours more accurately.  If the hours aren’t worked on the first day, WorkflowMax redistributes the hours, to 2, 12 hour days.

You can view this in the Job Manager, on the Staff Allocation screen.  You can see who is booked solid and who has time remaining free. To get a good result here, you would need to be religiously using this feature.
Staff Allocation
Individuals can view more information lower down on the Dashboard, or MyMax screens:
Screen Shot 2015-07-29 at 3.52.41 pm
When scheduling time on tasks, you get a very basic gantt chart view:
Screen Shot 2015-07-29 at 3.54.36 pm
Using scheduling on tasks give you better project management and better use of Tasks, Job and Staff Scheduling – under the Jobs Menu. The mobile app will also work better as users can see the scheduled task.

If you think Scheduling may be useful in your business:

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