Scheduling with the Planning Board

After this lesson you can name the three sections of this chapter and arrange the workspace for drag-and-drop scheduling.

After this lesson you can confirm your tenant has resources, open tasks, and a workable three-panel workspace for hands-on scheduling.

After this lesson you can drag tasks onto the board, read snap and tooltips, and plan parent tasks with multiple line items.

After this lesson you can describe what happens locally, in Business Central, and in connected systems when you drop an appointment - and verify outcomes in Administration → Transactions.

After this lesson you can recognize Business Central–driven appointment changes and use Administration → Transactions to audit unexpected moves.

After this lesson you can configure the planning board's default view, date range, working hours, and row height - and save them in your profile.

After this lesson you can move the planning board's visible window with shift arrows, the date picker, and the Today button.

After this lesson you can move, resize, reassign, and delete appointments with the mouse or editor - and know changes write back through the connector.

After this lesson you can choose among the editor, tooltips, indicators, and details pane to read or edit appointment information.

After this lesson you can create manual appointments for time blocks that have no Business Central task behind them.

After this lesson you can copy, paste, paste special, and split appointments to repeat or divide work efficiently.

After this lesson you can configure recurring appointments and edit or delete individual occurrences without breaking the whole series.

After this lesson you can plan a multi-resource appointment and explain how each resource and Business Central see the assignment.