What the desk shows
Board, project overview, agenda — and why you sometimes see cards, sometimes folders. The structure of the planning board at a glance.
The desk (sidebar → Desk) has three modes, switchable at the top of the bar: "Board" and "Project Overview" on the computer, "Agenda" on the phone.
Cards or folders, depending on the grouping
What sits in the board depends on the selected grouping:
- Grouped by station or workstation, you see individual task cards; each card is a work step.
- Grouped by order status or employee, you see order folders; each folder bundles an entire order.
Whatever isn't yet assigned to a column sits in "Unassigned". The "New folder" button, by the way, creates a new order straight from the desk, via the "Create new folder" dialog. That is for admins and planners.
Every order folder shows a badge with its delivery date and the working days remaining according to your company calendar (public holidays and company holidays do not count), such as "08.10. (5d)". It turns red when the date has passed or the planned end lies after it; without a delivery date it just shows the planned end in neutral colours. Within a column, the folder with the earliest delivery date comes first.
Admins and planners have two buttons on the folder header: the pencil is called "Open order" and leads to the order detail, where you change title, customer, time frame and delivery date via "Edit". The button with the palette icon opens "Color and home station" and changes only those two settings. In the control room the same order color tints the workpieces. Where a workpiece stands there, however, is not set by the home station but by the station or slot of the respective position.
Capacity at a glance
Grouped by station or workstation, each column header carries a capacity badge "x/C": C is the capacity, x the highest number of tasks that sit there at the same time within the selected period. Counting goes by time of day and follows the same rule as conflict detection: two tasks one after the other on the same day do not count twice; tasks without a date, finished tasks and orders not yet scheduled do not count. An order that sits on a workstation as a whole occupies it all day. If x is greater than C, the badge turns red and "Overloaded" appears — exactly then there is also a conflict card.
Independently of that, each column sorts its cards: whatever goes beyond the capacity in the column's order is shown paler below the "Queue" divider.
You switch the period of the capacity display on the computer: "Today", "This Week", or "2 Weeks", each counted from today. If an open overbooking lies outside this period, the badge does not count it; instead a note appears below the column header, such as "Overbooked on Oct 14" or "3 overbookings from Oct 14". A click on it lists the conflicts concerned, and each of them opens the resolve dialog.
The "Auslastung" (utilization) bar above the board measures something else: the estimated hours of the tasks against the available hours of a station or workstation, not simultaneous occupancy. A high percentage there is therefore not yet an overbooking. A click on an entry in the bar opens the detail view.
On the phone, the desk is deliberately leaner: subgroups, view templates, card fields, and the capacity horizon are absent there, and moving works via menus instead of dragging. More on this in the article Moving orders and tasks.
Also known as: Planning board, Board, Kanban, Overview, Queue, Capacity, delivery date.