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๐Ÿ—“๏ธ Assign worksites in the Kraaft planning

The Kraaft planning lets you organise your worksites, events and now your reports too ๐Ÿ’ก Whether it's assigning resources, scheduling jobs or managing one-off tasks, everything is done in just a few clicks ๐ŸŽฏ

You can also set up your resources in the Kraaft planning ๐Ÿ‘ท

โ„น๏ธ The planning is an add-on module โ€” contact us to activate it on your workspace!


1. Assign a conversation to a planning slot

Want to link an existing worksite to a resource? It's simple โฌ‡๏ธ

  1. Open your planning ๐Ÿ“…

  2. Click +

  3. Choose Assign a conversation

  4. Search for the conversation to assign (e.g. "Dupont worksite - facade rendering")

  5. Set the period (e.g. Paul โ€” 10 to 14 June)

  6. If the conversation doesn't exist yet, you can create it directly from the planning ๐ŸŽฉ


2. Create an event in the Kraaft planning

Events are specific tasks you add to the planning, not necessarily linked to a worksite ๐Ÿ“Œ

  1. Go to your planning ๐Ÿ–ฅ๏ธ

  2. Click +

  3. Select Create an event

  4. Name your event (e.g. "Materials delivery", "Safety training", "Site meeting")

  5. Set the start and end dates and times

  6. Edit it anytime as needed โœ๏ธ


3. Edit and move planning slots

You can adjust slots very easily โฌ‡๏ธ

  1. Select the item in the planning ๐Ÿ–ฑ๏ธ

  2. Right-click to:

    • Remove it

    • Copy/paste it to another resource

  3. Click and hold to move it or adjust its duration โณ

  4. Drag the edges of the block to stretch or shorten a slot

Everything updates in real time โœ…


4. Add reports to the Kraaft planning โž•

You can display and assign reports directly in the planning ๐Ÿ“‹ A few use cases:

  • โ˜‘๏ธ Tasks โ€” group all tasks from different worksites in one place and easily plan who does what and when

  • ๐Ÿ”ง Intervention report โ€” get a clear calendar view of your interventions by resource or by worksite

  • ๐Ÿ“… Timesheet & Site diary โ€” display your weekly reports to track progress in calendar view


๐Ÿ’ฌ Need help?

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