Case studies: create views in the Planning page

Discover examples of customized views to create on the Planning page (team view, view by positions).

In this guide, we offer you examples of planning views that you can create and then refine according to your needs.

1/ Create the "My team" planning view

From the Planning menu:

1. Click on + Create a view
2. Click on New view
3. Click on Filter
4. Choose the name of the employees of your team in the filter Resources then Apply
5. Click on Save
6. Click on Manage views then rename the view "My team" 

2/ Create the Planning view "Juniors"

From the Planning menu:

1. Click on + Create a view
2. Click on New view
3. Click on Filter
4. Select the position "Junior" in the filter Position then Apply
5. Click on Save
6. Click on Manage Views and rename the view "Junior Schedule"