Planning Digest

Status: Closed Testing

This feature is currently in closed testing phase. Contact us if you're interested in participating.

The planning digest feature lets administrators set up an emailing system to send out emails with the planning of a selection of resources. This makes it easy to automatically share schedules with customers and team members.

Configuration

When setting up a planning digest, administrators can configure:

• Frequency: Choose how often emails are sent - daily, weekly, or monthly
• Date range: Select the date range of planning to include in the PDF that is sent in the email
• Recipients: Specify who should receive the email
• Resources: Choose which resources must be included in the planning PDF

The system will automatically generate and send PDF planning schedules according to the configured schedule and settings.