Introducing the new scheduling experience

Knowify’s scheduling tools have been redesigned to give you a clearer, more complete way to plan work across projects, phases, tasks, and people.

The new scheduling experience centers around three primary views:

• A Company Calendar that shows everything in Knowify with a date
• A Team View that focuses on resource availability and capacity
• A Schedule Queue that tracks everything that still needs to be scheduled

Together, these views replace the legacy corporate calendar and resource board, while expanding what you can see, filter, and schedule from one place.

Stay organized with the Company Calendar

The new Company Calendar shows nearly everything in Knowify that has a date associated with it, including:

• Project phases with start and end dates
• Scheduling assignments for individual resources
• Task due dates
• PO delivery and pickup dates
• Bid due dates
• RFIs and submittals with due dates

This gives you a single, centralized view of what’s happening across all projects.

From the calendar, you can:

• Move and reschedule items directly
• Change who is assigned to phases 
• Create new scheduling assignments — including ones that repeat on a set cadence (see How to create and manage recurring assignments), and ones that don't yet have a resource assigned.
• Click into any item to view details or make updates

This allows you to plan and adjust schedules without jumping between multiple screens.

Stay focused with powerful filtering and saved views

When the calendar gets busy, filters help you narrow down what you see.

You can filter by:

• Item type (phases, assignments, tasks, and other dated items)
• Project
• Project manager or sales lead
• Individual resource
• Tag

Filters can be combined to focus on the exact information you need. Once you've built a combination you come back to often, create a saved view so you can jump straight to it next time — handy for a personalized view of your own jobs, separate views for service vs. contract work, or a dedicated view for your biggest accounts (see How to create and manage saved scheduling views). 

If you find yourself missing the old Corporate Calendar view from our legacy scheduling module, you can set a few filters and create a saved view that shows the same information in our new Scheduling experience. 

Manage hour-by-hour scheduling with the Weekly View

In addition to the monthly calendar, the Company Calendar is also available in a weekly view with hourly resolution.

This view allows you to:

• See what time work is scheduled
• Review availability at the hourly level
• Compare multiple people’s schedules
• Identify capacity for additional work across the week

Like the monthly view, the weekly view is fully filterable.

Optimize resource capacity with the Team View

Alongside the calendar, the Team View helps you understand resource availability at a glance.

From Team View, you can:

• See which days each person has availability
• Drill into a single day to view hourly capacity
• Identify gaps in schedules
• Add new work directly to someone’s calendar

This view is designed to make it easier to balance workloads and make the most efficient use of your team.

These updates are designed to help teams:

• See all scheduled work in one place
• Reduce manual rescheduling when plans change
• Identify available capacity faster
• Schedule crews more efficiently across projects

Know what's left to schedule with the Schedule Queue

The Schedule Queue keeps a running list of jobs and phases that haven't been scheduled yet, so nothing gets missed. You can filter the queue by job type, status, and other phase attributes to cut through the noise and work from an actionable to-do list, then drag items straight from the queue onto the calendar to assign them (see Schedule Queue Settings).

These updates are designed to help teams:

• See all scheduled work in one place
• Reduce manual rescheduling when plans change
• Identify available capacity faster
• Schedule crews more efficiently across projects
• Get repeating work on the calendar once instead of rebuilding it every time
• Get work on the calendar before you've locked in who's doing it