Kraaft makes your life easier by organising your planning by week, month or quarter ๐๏ธ No more last-minute calls to find out who's where: everything is visible at a glance ๐
In the Kraaft Planning, you assign resources to your conversations or worksites. A resource is anything that keeps your worksites running:
๐ทโโ๏ธ People
๐ Vehicles
๐ ๏ธ Equipment
๐ค How resources work in the Kraaft Planning
By default, your resources are the users of your Kraaft workspace ๐ฅ If you work with Charlotte, Jean or Lucas, they automatically appear in your planning.
You can also customise your list of resources to suit your needs ๐ง
๐ ๏ธ Create a custom resource in Kraaft
Do you have resources that aren't Kraaft users? Trucks, breakers, temp workersโฆ no problem! ๐
Go to the Planning tab ๐๏ธ
Click the three dots โฏ in the top right corner
Select Manage
Click Create a custom resource โ
Give it a name (e.g. "12T dump truck", "Team B", "Generator")
Pick an icon to spot it at a glance ๐๏ธ
It's added straight to your list: you can start planning right away! โจ
โ๏ธ Manage and organise your Kraaft resources
๐๏ธ Hide a resource: from โฏ > Manage, untick the resources you no longer want to see in the planning
โ๏ธ Reorder resources: from the main planning view, click and hold a resource, then drag it up or down
โ๏ธ Widen the resources panel: drag the right edge of the resources column to make it wider or narrower. Handy for reading long names in full ๐ก
๐๏ธ Rename, remove or delete: from the main view, click the three dots to the right of a custom resource. You have three options:
๐ Rename: change the resource's name
โฉ๏ธ Remove: take it off the planning while keeping its history
๐๏ธ Delete: delete it permanently
โ ๏ธ Good to know
You can't rename Kraaft users (licences), but you can hide them if needed!
๐ถโ๐ซ๏ธ A hidden resource that still has an assignment on the planning stays visible in grey at the end of the list. Click More to expand these greyed-out resources, or Less to hide them ๐ฝ
๐ค A team member has left the Kraaft workspace?
Good news: their planning history is kept ๐งก They appear in grey at the bottom of your Kraaft resources list, along with hidden resources.
Use the More and Less buttons at the bottom of the list to show or hide former team members ๐ฝ
โจ Assign several resources at once in the Kraaft Planning
Want to give the same assignment to several resources in one go? You can! ๐
Start creating an assignment on a resource ๐
Click the Add resources field
Search for and select the other resources to include ๐
They show up as tags: add as many as you need ๐ท๏ธ
Confirm: all the resources get the same assignment in one click โ
๐ Spot a resource that's already busy in the Kraaft Planning
When you pick a resource for an assignment, Kraaft tells you if it's already taken ๐
๐ An orange Busy badge appears next to the resource in the selection list
๐ It shows up as soon as the resource is already assigned on at least one of the dates involved
๐ฌ Hover over the badge to see the name of the conversation it's already assigned to
๐ก No more double bookings
With the Busy badge, you instantly see whether your truck or site manager is already booked elsewhere. You can pick another resource or adjust your dates before confirming ๐ฏ
๐ In short
๐๏ธ View your planning by week, month or quarter
๐ ๏ธ Manage all your resources, people or equipment, the way you want
โ๏ธ Widen the resources panel to read names in full
โจ Assign several resources at once
๐ Spot busy resources at a glance
๐งก Keep the history even after a team member leaves
Ready to conduct your planning like a maestro? ๐ผ
๐ Need help?
If you have any questions, Contact us!
