Scheduling & assigning jobs
Pick a job from the unscheduled tray
Jobs without a date sit in the unscheduled tray, a full-width horizontal strip across the top of the page, above the calendar. It’s labelled with a count, and it scrolls sideways when it fills up. These are the jobs waiting to be planned.
Drag it onto a day
Drag a job onto a date to schedule it. Switch between day, week, and month views depending on how far ahead you’re planning.
Order the day
Drag jobs up and down within a single day to set the order they should run. The top of the day is what gets worked first.
Assign a worker
Click the worker name (or Assign) on the job card. A searchable list of your workers opens. Pick one and the job is assigned.
Shops testing the pre-production statuses beta see a warning if they assign a worker to a job that isn’t fully ready, with the option to assign anyway. Unassigning is never blocked.
Unschedule when plans change
Drag a job back to the unscheduled tray to clear its date. It drops out of the calendar and waits to be rescheduled.
Assignment on the schedule is one-way. The picker lists workers and nothing else, so once a job has an assignee you can swap it for a different person but you cannot clear it back to unassigned from here. Decide the owner when you’re ready to name one.
One assignee per job, from here
The picker sets the job-level assignee. That’s the person the card shows and the person the team view names.
Parts don’t have their own assignee. A line item carries no worker field at all. What can be assigned individually is a print location inside a part, and that’s done in the line items table on the job page, not on the schedule. See Multi-part jobs & locations.
Setting the invoice status from the card
Every scheduler card carries a small coloured dot for its linked invoice’s status. Hover for the name. Click it and you get a picker of your shop’s custom invoice statuses, so you can move an order to QC or Shipped straight from the calendar. Changing the dot does not touch the job’s production stage. They’re separate tracks.
What workers see
Nothing on this page. There is no worker schedule view, read-only or otherwise. The Schedule is a dashboard page, and the dashboard is admins and managers only. A worker who follows the link is bounced to their own view: the jobs assigned to them for today (plus any undated ones), and a short list of their past jobs. See Team & roles and Advancing stages.
Due dates are informational
A due date you set on an invoice records when payment or delivery is expected, but it doesn’t auto-schedule the job. You decide what runs when by placing it on the calendar. The two work together: the due date tells you the deadline, the schedule is how you hit it.