Overview
Balances team capacity with visual scheduling to prevent overload and optimize assignments.
For Admins
Configure access, defaults, and data settings for Workload Planner in XFatora.
For End Users
Follow the daily workflows and keep records updated in Workload Planner in XFatora.
Key concepts
Key terms, statuses, and records that appear in Workload Planner in XFatora.
Setup & prerequisites
Connect required settings, templates, and defaults for Workload Planner in XFatora.
Roles & permissions
Assign role-based access, approvals, and visibility for Workload Planner in XFatora.
Main workflows
Content coming soon.
Screens & fields reference
Use these screens and fields to complete tasks inside Workload Planner in XFatora.
Automations & notifications
Review automation rules and notifications available in Workload Planner in XFatora.
Reports & dashboards
Track KPIs and dashboards powered by Workload Planner in XFatora.
Common mistakes
- Skipping required configuration before the first workflow.
- Not assigning the correct permissions for team roles.
- Forgetting to review automation or notification settings.
FAQs
How do I enable this module?
Ask an admin to enable the module from Settings > Modules, then refresh your access.
Can I export data from Workload Planner?
Yes, use the export actions available in list views to download CSV files.
How do I get notified of changes?
Configure notifications in Settings > Notifications for this module.