Install the Hourly Planner App in the monday.com App Marketplace
The Xebia Hourly Planner app can be installed in the monday.com app marketplace and can be tested for a 14-day trial using the link below. This requires admin access to your monday.com account.
Add the Hourly Planner View to your monday.com Board
Go to the board you'd like to use the Hourly Planner on. Make sure this board has a start date and end date formatted column.
To add the Hourly Planner app, click on '+', then 'Apps', and search for 'Hourly Planner' as shown in the image.
Step 3
Configure the Hourly Planner View
When adding this view, you’ll be asked to configure the board columns you want to use for visualizing the calendar appointments through the view settings.
Start & end date: create two columns in your monday.com that represent the start & end date of the appointment.
Color by: You can select either a ‘People’ column or a 'Status' column in your board. Appointments with the same person or status assigned will have the same color in the calendar for better overview.
Location (optional): Add a location, for example the address of the appointment.
Phone number (optional): You can select a phone number column to be shown in the appointment just below the other selected fields.
Step 4
Fill your Calendar with Appointments
When your fields are all set, you can start using your calendar. You can add appointments to your calendar straight from the Hourly Planner view in order to seamlessly integrate your calendar in your workflow.
Recommended is to use a clear name of your items so that appointments can be easily recognized.
Step 5 (optional)
Assign Colors to Resources
Do you want the same resource to always appear in the calendar with the same color? Easy!
Just create a main board titled 'Mapping Hourly Planner'in your account, add a 'Person' column for the resource and a 'Color Picker' column for the color.
Step 6 (optional)
Tailor by Adding Additional Fields
In case you have other item details you would like to appear in the calendar appointment in addition to the aforementioned options, feel free to chat with us as we allow for this kind of customization included in the subscription fee.
Examples of additional fields include:
Email address
URL
File(s)
Photos
Questions?
Frequently Asked Questions
What does the app cost?
The cost of the Hourly Planner depends on your monday.com account size. Read morehere.
Can I add appointments using the Hourly Planner view?
Sure! Just drag an area and release your mouse, this will create a new calendar entry with the right start and end date set.
Can I delete appointments through the Hourly Planner view?
Deleting appointments directly from the Hourly Planner is currently not supported. You can still delete entries through the Main Table though.
How does the app behave for viewers?
Since monday.com users of type ‘viewer’ cannot use the monday.com API, they also cannot see appointments in the Hourly Planner.
