Planning calendar that handles all activities

The integrated planning calendar is the core of LeanPoint and the core of every company that works with tasks, orders and projects. The calendar handles all activities, and provides a 100% visual overview, here and now, of the company’s ongoing, past and future activities. The solution is an indispensable tool and ensures efficient planning of resources, from staff to machines and cars.

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Planning calendar for the entire company

The calendar is fully integrated with the functions in Leanpoint, and provides the overall overview of activities in the company. The innovative planning tool ensures that you can attach staff, cars, tools and machines to the various tasks and projects. At the same time, all meeting activities, notes, events and staff absences, of any kind, are displayed. This means that it constitutes the total company calendar for the entire company and the personal calendar for each individual employee. The user-friendly interface and the many filtering and viewing options ensure that you always have the right information available.

Color codes for even more overview

To give even more overview in the calendar, there are for the various functions, e.g. project management and task management a set of color codes that show how far an activity is in the process. The colors change each time an employee changes the status of a To Do or task. You can define the colors to suit your needs. At the same time, a single click in the calendar will show all the details of the activity.

Quick overview of available employees

The scheduling tool allows you to see which people are available in the calendar right now, or in week and month view. It makes it easy to attach people to e.g. a service task. The function is extremely effective if you handle service calls from customers or are responsible for internal task management in a company. The division of skills also means that you can choose to only see people who can solve the task.

Machines and cars in the calendar

In addition to crew planning, the calendar also provides the ability to manage other of the company’s resources. If you use fleet management in LeanPoint, your cars and machines will be an integral part of the calendar. This shows, for example, when a car or machine is associated with a project, whether it is available or for repair. The scheduling tool allows you to quickly see which machines are available for a task. You can even see when a machine or car needs to be serviced next time and when it needs to be inspected. If you use leasing of machines and cars, the leasing period will also appear in the calendar.

Create appointments with one click
A scheduling calendar should be easily accessible and quick to use. Therefore, entries are automatically created in the calendar as soon as you enter date information in e.g. projects, orders and tasks. At the same time, almost all calendar entries can be created with one click, directly in the calendar. You simply click on that day and time and then you will be presented with the different types you can choose to create. Scheduled tasks, To Do’s and events can with ‘drag and drop’ be quickly moved to another time in the calendar if things change. When you hold the mouse over a calendar, you will also, in a popup, see additional information.
Individual calendar views
Each employee can quickly switch between viewing their own calendar or the entire company calendar. The many filters also mean that you can individually choose to only see a certain type of appointment, so there is no unnecessary data in the calendar. For each calendar entry, it is also possible to individually control which information is to be displayed in connection with the entry. In this way, each employee can build a calendar that fits exactly to their work tasks.
Registration of personell leaves
Absence of staff is also registered as an integral part of the calendar. A number of types of absence have already been created when the system is used for the first time, e.g. vacation, time off and illness. In addition, you can create all the types of absences needed for your business. With this function, and the correct display setting, the calendar, e.g. used as holiday calendar and planning of time off etc.
Meeting activities and notes in the calendar
The flexibility is emphasized by the fact that the planning calendar can also handle meetings and other CRM activities with customers, e.g. follow-up, telephone conversations etc. This means that all information is gathered in the system and that other employees have access to the information. If you need to create small notes, for yourself or others, it is done easily and simply directly in the calendar. This ensures that notes on paper does not go away or become stranded on a desk.

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LeanPoint planning calendar is the company’s overall calendar and planning tool that covers all needs for effective planning of projects, tasks and meetings, etc. The solution can be adapted to most industries, whether it is craftsmen, contractors and construction companies or the facility and service industry. The calendar is built in an innovative interface and can be set precisely to the individual company’s needs for precise planning.

Planning calendar that handles all activities

Planning calendar for the entire company

Color codes for even more overview

Quick overview of available employees

Machines and cars in the calendar

Create appointments with one click

Individual calendar views

Registration of personell leaves

Meeting activities and notes in the calendar

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