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How to create a planning overview

Displaying Other Team Collaborators

  1. Go to 'Settings'.
  2. In the left sidebar, click 'Portal for collaborators'.
  3. Next to 'Display other collaborators of team', select 'Yes'.
  4. Click 'Update settings' to save your changes.

Configuring Work Schedule Overview

  1. Go to 'Settings'.
  2. In the left sidebar, click 'Work schedules & Overview'.
  3. Next to 'Period', select 'Month' or 'Week'.
  4. Drag at least one field to the 'Data main 1' cell.
  5. Click 'Update settings' to save your changes.

Important Note: Only one overview can be installed, meaning all collaborators will share the same view. Once installed, collaborators can access this overview under 'My work'.