← All coursesStart course
Part 2: The Planning Process
foundations
Scheduling with the Planning Board
Drag-and-drop scheduling, the BC sync that runs underneath, date navigation, and rescheduling without losing your mind.
13 lessons
What you'll cover
- Overview2 lessons
- Scheduling Appointments3 lessons
- Date Navigation2 lessons
- Rescheduling Appointments6 lessons
Lessons
13 lessonsOverview
Scheduling Appointments
- 03Creating appointments with drag & dropDrag, drop, snap, and read tooltips fluently.4 minScript ready
- 04BC syncUnderstand what the BC sync triggers downstream when you drop an appointment.4 minScript ready
- 05(Re)scheduling from Business CentralRecognize that Business Central can drive changes back to the planning board.4 minScript ready
Date Navigation
Rescheduling Appointments
- 08Modifying appointmentsModify and delete appointments fluently, with mouse or editor.4 minScript ready
- 09Basic appointment informationKnow where appointment information lives, and what the editor, tooltips, indicators, and details pane each give you.4 minScript ready
- 10Manual appointmentsCreate manual appointments for time blocks without a Business Central task.3 minScript ready
- 11Duplicating tasksUse copy, paste, paste special, and split to repeat work efficiently.4 minScript ready
- 12Recurring appointmentsSet up recurring appointments for repeating work.4 minScript ready
- 13Assigning multiple resources to an appointmentPlan a multi-resource appointment.4 minScript ready