Planning: splitting the work person by person

The task board answers "what is there to do". Planning answers the other question, the Monday-morning one: "who's doing what this week?"

Same material — your tasks — turned around. Instead of a list per trail or per project, a board per person.

Where: left navigation bar, under Organization → Planning. Your own board is under General → My planning.

Choosing who you're looking at

The section opens on the list of people you can assign to, in two tabs.

Members are the people in the place. Search matches the name and the email, which helps when two people share a first name.

Groups are your crews. A group is planned exactly like a person: it has its own board, and a task handed to it belongs to the crew rather than to anyone in particular. That's the right tool for "the Saturday crew" — see groups.

An assignee's board

The board shows that person's tasks in their status columns, and you drag them from one column to the next like on any kanban.

What's specific to this screen is the task panel. It opens from the Add → An existing task menu, and it lists the place's tasks that aren't already handed to someone else. Dragging a task onto a column does two things at once: it assigns it to the person and puts it in that status.

That's the gesture the whole section is built around. Splitting twenty tasks takes a minute, instead of twenty round trips through task pages.

Finding the right task

At the top of the panel, a search field. Its placeholder tells you what it covers — "Name, type, trail, folder, project…" — because it isn't guessable: typing La Coulée or Spring opening works just as well as a task name. The description is searched too.

Type three letters and the list narrows as you go. The counter to the right of the filters always tells you where you stand — "6 of 87".

Below the field, three buttons cover all the filtering:

• Folder — for the free tasks you've filed by job. "Give him the Spring opening folder" is the Monday-morning gesture.
• Filters — everything else behind a single button: status, trail, priority, type, project, reporter, assignee. The number on the button counts the active filters inside.
• Dates — creation or completion dates.

The cross clears everything at once.

Two ways to read the list

The button to the right of the search field switches between two layouts, and your choice is remembered:

• The compact list (default) — one line per task: its type, its name, its folder, its trail, the person it's already handed to. Around fifteen tasks on screen, which is what you want when splitting a big batch.
• Detailed cards — each task with a map thumbnail centred on it. Three per screen, but you see where the work is: that's what lets you group a job geographically rather than by whatever the titles happen to say.

Three shortcuts

• Double-click a task to add it straight as New, no dragging.
• Shift + click selects several tasks, then a single drag assigns them all — the badge on the drag preview tells you how many you're carrying.
• Hover a task and press Space: it opens in a window without leaving the board.

The panel fades out while you drag, so you can see the columns. It comes back when you drop.

It's the same panel in projects and in "My planning": what you learn here serves all three screens.

Project tasks are here too

A person's board shows all of their work, whether it belongs to a project or not. A task from "2026 season opening" handed to Marc appears on Marc's board, with a badge naming the project so you know where it comes from.

The two readings coexist without contradicting each other:

It's the same task seen from two angles. Moving it between columns on one screen moves it on the other.

The panel's Project filter is there for exactly that: "give him the three tasks from the North bridge project" takes two clicks.

Two quieter omissions:

• the board only shows the current activity, as everywhere else;
• the panel doesn't offer to-dos — only tasks placed on a point or a trail segment.

Worth noting: inside a project, the panel works the other way round — it only offers free tasks, since its job is to attach them to the project. A task already attached elsewhere doesn't show up there.

The Done column

The fifth column shows no cards: it shows a message. Dropping a task on it marks it done, and it leaves the view immediately.

Nothing is lost: a member's board is a working surface, not a history. To find what has been completed, use the status filter in the Tasks section.

My planning

The other side of the same material: what you have to do. It's a separate section, at the top of the menu, and everyone has it.

By default the board shows everything that falls to you: what is assigned to you personally and what is assigned to the groups you belong to. That's the "All" setting.

The filter lets you narrow it down:

• All — your tasks and your groups';
• Me only — just what carries your name;
• a specific group — just what is handed to that crew.

"Me only" is the right setting when a crew shares a lot of tasks and you want to know what is personally yours. To tell the two apart at a glance, cards that came through a group carry a badge with the group's name.

The same task panel is here, with one meaningful difference: whatever you pull from it is assigned to you, never to the group — even when the filter is set to a group. It's a tool for taking work, not for handing it out.

Like a member's board, "My planning" shows everything that comes your way, project tasks included.

In the field

Mobile carries "My planning" as one of the view-switcher views, alongside Field, conditions and checklists.

The screen shows one column at a time: on a phone, that's the right format. Swipe to reach the next one, or tap the status name to jump straight to the right one. There are four columns — New, Ready, In Progress, On Hold — and no Done column: in the field, finishing a task takes it out of the list.

Two things to know:

It works offline. The list is cached: you leave in the morning with your day in your pocket, and it stays readable without a network. What you do in the field goes back into the sync queue as soon as the network returns.

There is no crew planning on mobile. Assigning other people's work is done from the web. Mobile shows what falls to you, personally and through your groups, with no filter: the equivalent of the "All" setting.

Who can plan

Crew planning falls under the Planning right in the place settings, and it requires the read and write level: without it the section doesn't appear at all. That's consistent — a board where nothing can be moved would have no use.

"My planning" has no right of its own: being able to read tasks is enough, which is true of nearly everyone. It's your own work.

See roles to grant the planning right.

Three pieces of advice

Assign to a group when the person doesn't matter. "The Saturday crew" beats picking a name at random and changing it three times. Everyone will see the task in their own planning.

Use the panel, not the task pages. Opening twenty tasks to assign them one by one is the slowest route. Search, filter by folder or project, Shift + click, one drag, done.

Switch to detailed cards to split a sector. When the place matters more than the name, the map thumbnails help you hand someone a batch of tasks that are all in the same spot. For everything else, the compact list is faster.