Kraaft makes it easy to manage your jobs by letting you add reports directly to the planning 💡 No more double entry: create your task in a conversation, assign it to a team member in the planning, and your team knows exactly what to do and where to go 📍
The planning now shows much more than just worksites ⬇️
📋 Your tasks and reports are visible directly in the planning — no need to dig through each conversation
📍 Your team knows what to do and where to go from their mobile, at a glance
✍️ They fill in the report directly from the planning — without going back to the conversation
ℹ️ What to know before assigning reports in the Kraaft planning
💻 Administrators and owners can assign and edit reports in the planning from the web
📱 Members with the Standard role can view their planning and fill in their reports from the mobile app
✅ The Planning module must be activated on your Kraaft workspace
📎 A report is always linked to a conversation — you can't plan a report without an associated conversation
💻 Choose which reports to display in the Kraaft planning (web)
Not all report templates need to appear in the planning 🎯 You can choose exactly which ones show up.
From the Planning tab, click the 3 dots at the top right
Click Manage
Open the Report templates tab
Show or hide the report templates of your choice 👁️
💡 Tip: You can also show or hide a report template directly when assigning a report in the planning.
🗓️ Add and assign reports in the Kraaft planning (web)
📥 Step 1 — Fill the “Reports to do” row
The “Reports to do” row is your working list: all the reports to plan before assigning them.
From this row, 2 options:
➕ Create a new report — choose the template, the linked conversation, and decide right away whether to assign it to someone or not
📋 Add an existing report — select a report already in a conversation to display it in the planning
→ 👷 In the Resource view, the row groups all reports
→ 🚧 In the Worksite view, they are sorted by conversation — handy to see at a glance what's left to do per worksite!
👥 Step 2 — Assign to a team member
From the Resource view 👷
Drag the report directly onto the team member in the planningFrom the Worksite view 🏗️
Click the red bubble to quickly assign a team member
⚠️ You can move a report from one team member to another or from one day to another 📅 However, it is not possible to change the conversation a report is linked to.
📱 View and fill in reports from the Kraaft planning (mobile)
Your team accesses their personalised planning from the mobile app 📱 They see everything they need to do that day at a glance.
And to fill in the report ⬇️
Tap the report in the planning
The report opens directly, showing:
📋 The report title to complete
📅 The date and time of the job (specific to the planning, independent from the report fields)
💬 The linked conversation (worksite)
📍 The location linked to the first geolocation field in the report
Fill in the fields and confirm 📝
💡 Planning ↔ report sync
The report title and location are synced between the planning and the conversation. Update either from the planning and it updates in the report — and vice versa.
✅ For checkable reports, the check status is also visible and synced in the planning
🔎 Note: the Responsible field is not synced — assigning a report to someone in the planning does not fill in the user field in the report
💡 A few use cases for the Kraaft planning
📋 Centralise tasks from multiple worksites in one place — see all your tasks at a glance, whatever worksite they belong to
🗓️ Track your Job Sheets in calendar view — display your Job Sheet reports in the planning to visualise past and upcoming jobs at a glance
📱 Weekly view with direct access to reports from mobile — your team sees their full week and fills in their Timesheet and Site Journal reports directly from their planning