New/Latest Activity

7 April 2025, 17:40

Save a filter or view when it is something you use often. You can then quickly apply it without needing to manually select the criteria or view settings each time.

Saved Filters

These let you narrow down the information you see in your current view by applying a filter. Think of it as showing only the items you're interested in right now. Use filters to temporarily focus on specific data within your views. They only affect what you see at that moment, and apply to any active view. To save a filter, open the Advanced Filter, set your filter criteria then choose Save in the bottom left.

Saved Views

These are more comprehensive than a saved filter. They remember a specific way you've set up your schedule view, including which groups are open, any filters you've applied, the number of days or weeks being shown, and how the information is sorted. It's like saving a complete snapshot of a your view. Save views to quickly switch between departments, teams, or selected resources for reporting and analysis. To save a view once you have it showing as you need, choose Save View in the Views menu.

11 January 2013, 16:02

If you need to create recurring events, or paste a set of events, or create a template which could include many events that need to be added in a single action.

Example 1: A machine installation could consist of a group of events for the survey, installation, testing, and training.

Example 2: A staff training course could have many events for the different levels or stages of the training course.

There are 4 possibilities depending on your needs :

Create Recurring Events
Use Multi Event Templates
Importing Event Sets From a CSV
Creating Copies from Search Window

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Create Recurring Events

1, Create your first event of the recurring set that you will need.

2, After saving the event, with the event window still open, press the More button. This gives access to the menu where you can choose 'Create Recurring Events'.

3, Now you can choose the frequency of the new events that will be created (Hourly, Daily, Weekly, Monthly or Yearly) and how many new events should be created into the future.

A common Series ID will be given to all events you create so they can found in a search, edited or deleted in batch.

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Use Multi Event Templates

1, Create a series of events by copying an event then pasting copies, or by manually editing the Series ID of an event and changing it to be the same as the Series ID in other events

2, Mark any one of the events in the series as a template

3, Select an area in your view to choose the date and resource and choose 'Add Event(s) from Template', and choose the event template

4, You will be asked if you want to 'Paste all events in the series'

5, Choosing YES will paste copies of all the events, with the same series ID, at the start point you selected and linked to the resource you selected

Note: To remove an event from a series enter 0 as the series ID in the event.

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Importing Event Sets From a CSV

1, Create your events that make up a set of job using something they all have in common that you can find them with like a common title, common resource or common reference number etc.

2, Using the Search Window, find the events you want to export as a group

3, Right click any event and choose 'Save to file...'

4, In Schedule View, drag an area to choose the date and resource, then choose 'Import Events from File...'

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Creating Copies from Search Window

1, Create a new resource called '_things to do', or any name you choose as a holding area

2, Add all the events to '_things to do' so they can be easily found

3, Using the Search Icon, find all events linked to '_things to do'

4, Right click any event and choose 'Copy and Paste All...'

5, Now you can REMOVE the resource '_things to do', and ADD the actual resource to do the work, and set the date the work should start

16 February 2024, 10:16

Workspaces are still in beta - This means we are still developing and adding the full feature set.

Use workspaces to create separate work areas for different divisions or departments within your organisation where data separation is needed.

The top level in your account is the workspace. Within each workspace you can add groups, resources and other information that is only visible in that workspace.



Every group, resource, filter, report, template and event created within a workspace are only visible when their workspace is selected.


User access

Within the view permissions of each user you can choose which workspaces the user can access.






Information that is unique to each workspace :
Groups
Resources
Resource Labels
Events
Filters
Reports
Templates
Special Days

24 August 2023, 10:02

The following steps guide you through creating a custom application integration between Schedule it and Okta for user login authentication.

Create a new app integration

From Schedule it Account Settings > Single Sign On (SSO) page, click the Okta link to populate the SSO form with the initial details.

Change all the <YOUR_DOMAIN_HERE> tags for your Okta domain.

In the Okta Console, click Applications > Create App Integration.

Select OIDC - OpenID Connect as the Sign-in method.

Select Web Application.

Click Next.

In Sign-in redirect URIs, paste the Redirect URL from your Schedule it Account Settings > SSO > Redirect URL.

In Sign-out redirect URIs, paste the Redirect URL from your Schedule it Account Settings > SSO > Redirect URL.

Download and add the Schedule it logo to your app so its easy for your users to recognise it.

Click Save.

Copy the Okta Client ID and paste into your Schedule it Account Settings > SSO > Client ID.

Copy the Okta Client Secret and paste into your Schedule it Account Settings > SSO > Client Secret.

Save your Schedule it settings.

Update each of your Schedule it users SSO details to include their SSO ID from your provider.

If you are unsure of the ID provided by your SSO provider, then you can attempt a login (from your Redirect URL)which should show the ID provided.

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