Skip to main content

Drag 'n' Drop Calendar

This article explains what drag and drop functions are part of the Calendar

Written by Martin Callan

The freshOps Calendar features some Drag and Drop features that make scheduling and rostering a breeze.

Drag-n-Drop is achieved by Clicking and Holding the Left Mouse Button/Click Button on a Visit/Shift and dragging it to another location and dropping it by removing your finger from the Click Button.

Drag-n-Drop Visits

Reschedule A Visit To Another Day

In Month View, Week View ONLY

MONTH VIEW

WEEK VIEW

Reschedule A Visit To Another Time

In Week, Daily & Daily Roster View Only

WEEK VIEW

DAILY VIEW

DAILY ROSTER VIEW

Drag n Drop Employee/Contractors

Allocate Employees/Contractors

Once you/ve applied some Calendar Filters to narrow down your view, select Allocation Mode.

Now you can drag and drop Employees/Contractors onto shifts.

In Month, Week, Daily, Weekly Agenda, Daily Agenda View Only

Once you DROP the Employee/Contractor onto the desired Visit/Shift, you get met with a confirmation window.

ADD TO VISIT

Add To Visit, simply adds this Employee/Contractor to the Visit. If there are existing Employees/Contractors allocated, this person will be added along with them on the Visit.

EMPLOYEES TO REPLACE

Employees to Replace allow you to replace the existing Employee/Contractor with the new person.

CHANGE ENTIRE SCHEDULE

By default, drag-and-drop changes only apply to that specific Visit/Shift. However, ticking the "Change Entire Schedule" makes this change to all Visit in the Visit Schedule this Visit is part of.

Did this answer your question?