With Kala’s planning tool, you can easily manage all employees and always know who is doing what, where, and when.
Enable the Planning Tool
To use Kala’s Planning Tool, ensure the setting has been enabled. To do this, find the following setting:
Planning Tab Visible?
- Navigate to Settings > Advanced Settings.
- Find the setting: Planning Tab Available?
- Enable the setting.
- Reload your browser.
You will now see a new Planning tab on your left in Kala’s menu.
Create an Appointment
The Planning section features a Gantt chart-style overview, where each employee has their own timeline.
- To create an appointment, double-click anywhere on the timeline.
- This will open a pop-up window where you can link your appointment to a specific project and task, set the time interval, and configure recurrence options.
Select a Project (& Task)
An appointment in Planning is always linked to one of your projects. When linking an appointment to a specific project, you can select from existing projects or create a new one as needed. If you use tasks in Kala, an appointment in Planning can be linked to both a project and a task.
Once a project is linked to an appointment, you can easily access it by clicking the blue highlighted project name on the appointment (between the task and time interval).
Specify the Appointment’s Time Interval
When creating an appointment, you must specify its start and end time and date. Appointments can span multiple days or even weeks if necessary. We recommend using the small calendar icon on the right side of the field to set the time and date rather than entering them manually.
Since different browsers have their own date-picker formats, we suggest using Google Chrome for the best experience with Kala.
Recurring Appointments
Appointments can be either single occurrences or recurring. When creating an appointment, you can set it to recur daily, weekly, monthly, yearly, or choose no recurrence.
Additional Options
At the bottom of the appointment information window, you’ll find three buttons: red, black, and green.
- Red Bin Button
- Deletes the appointment.
- Black Clipboard Button
- Duplicates the appointment. This is especially useful if two or more employees are to be scheduled on the same appointment. To assign the same appointment to multiple employees, duplicate it using the black button on one employee’s timeline, then drag it to the desired employee’s timeline in the chart.
- Green Checkmark Button
- Saves the entered information and adds the appointment to the Planning section.
