Planning screen view settings

With the Planning screen view settings, you can control how your columns and rows are displayed on the Planning Screen. You can configure the events shown per row and set up the details displayed in the service calls items. Last, you can choose the range of days displayed on your planning screen based on your organization's preferences.

• Accessing the planning screen view settings
• Events per row
• Row selection
• Column size
• Days display

Click Settings to access the settings of your Planning screen.⚙️

The events per row lets you set whether you want to display all the events or only show the number of events in the planning screen's row. 

📝Note: The Show amount of events option is currently in development and will be available in our future update.

These options let you set the details displayed for each service call. You can choose all the choices or leave at least one option. 

When choosing a row selection, ensure that you click the Save changes button found on the lower right-hand corner of your screen.🔒

You can adjust the size of your column by setting the number of hours. Depending on your preferences, you can set the hours from 1 to 4. 

Set the days you want to display on your Planning screen by choosing the day's range. Pick the start day and the end day from the provided drop-down.📆

Once everything is set up, click the Save changes button on the bottom right-hand corner of your screen.✅

Open items directly in Autotask
Learn the different methods to access a specific project, task, and ticket items in Autotask instantly.

Plan bucket - default filters

A step-by-step guide on setting up the default filters of the Plan Bucket.

Copy and delete a service call

Quickly copy or delete a service call in the Planning Screen.

Plan bucket view settings

Display or hide the details displayed on your Plan Bucket's items using the Plan Bucket View Settings.