Scheduling & Job Calendar
The Calendar View
Since the human mind has become accustomed to a monthly calendar, we put a month and week view into Studio Manager. The tasks that you schedule and track against jobs can be viewed on a calendar. You can hover over calendar items to see the details or click an item to bring up a mini task screen to actually edit the task details such as slipping a date forward or moving it back or reassigning it to someone else. You can also filter the view by employee, client or job to see only what you want to see.
The Calendar Week View
When a little month box just doesn’t show enough, you can drill down to the week view by clicking the button at the left edge of the week in Month View. You’ll get something like what you see below but probably with lots more entries reflecting the intensity most design firms experience. This view has more space for each task and shows 12 tasks per day.
The 4-Week Job Calendar
You can look out over 4 weeks and scan down and see what your weeks are shaping up like. This can help you see where the logjams may be. Each deadline entry has the initials of the person responsible on there! This may be better than a regular calendar view when you need to see absolutely everything happening on a day or in a week or month. Experiment and see which is better for your various needs.
The 4-week schedule is formatted to print 11×17. There is also a 2-week version below.
Scheduling is one of the toughest challenges a creative services firm faces. Handling this well could mean the difference between profits or loss. Regular project management software does one project at a time which does only half the job.
Load Leveling. After you plan the project, you need to see all the projects at once so you can see where you need to bring in additional freelance support and where you can take on one more time critical project and still hit the marks.
Set Up Your Task Deadlines for Each Job
This is the Jobs module – the control center for Studio Manager. The first or opening screen shows tasks. To add or edit tasks, choose the Tasks tab (shown above). Note the color coding. This is made possible by a FileMaker feature called Conditional Formatting. Overdue tasks show in bright red (pink on the printed report), tasks due on the current day are green, within 3 days = black, and future tasks appear in gray. Note that color coding also appears on the printed report (below).
The tasks associated with a job can be tracked effectively. A separate tasks screen (the 3rd tab shown below), allows you to enter all the deadlines for a job. A related tasks table stores any additional information about the task such as addresses, contact people, etc..
Employees Have Their Own Task Lists
Employees can view their own tasks and keep them current by checking off tasks as they are completed.
Which they can print
Staff can print a hard copy of their task list.