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Scheduling & staffing · Bullpen

Micro details

A two-week board of who does what, day by day: task cards, their hours, roles and sub-deadlines.

Micro details is a card board for this week and next. Each card is one thing someone hands in or does, like "Redlines" or "Draft PDF of mockup pres #3", on the day they do it.

Cards sit on top of the staffing plan. They never change anyone's booked hours, and nothing flags a card that doesn't match them: that call stays with you.

The board #

  • Columns: the working days of two weeks, with today outlined. No day yet on the left holds cards with no day.
  • Blocks: one per person, with a row for each package they're on. By package turns it around: one block per package, a row per person.
  • Block heads: the person's booked hours of the hours they have, this week and next. Each day shows what their cards add up to, against a normal day. Out and Closed mark days they're out and office holidays.
  • Row heads: the package, booked hours on it this week and next, and cards, what the cards on that row add up to.

Move a week at a time with ◀ and ▶. This week + next comes back to now.

The view bar's package and people filters apply here too. The weeks setting doesn't: the board is always two weeks.

Add a card #

  • Click + in a row on a day, type what needs doing, and press Enter.
  • Or drag a card from the task library onto a person's package row and day.

Cards dropped on No day yet have no day until you give them one.

The task library #

Click Task library to open it on the right (Hide library closes it). Under Task cards:

  • ★ Favorites: the ones you starred, shown first. Stars are yours only.
  • This plan's cards: shared with everyone on the plan. A new plan starts with common ones, like Meeting, Redlines, Modeling and Site visit.
  • My cards: your own, just for you. Signed in, you get them on every plan; signed out, on this device only.

To add one, pick This plan or Just me, type a name in the box below, and press Enter. Click a library card to rename it, set Days a new card runs, or remove it.

Edit a card #

Click a card to open it. You can set:

  • What, Who and Package
  • Role on it, optional, like "Rendering"
  • Day (or Starts, for a card over several days). No day clears it.
  • Working days: how many days it runs. Weekends and office holidays are skipped.
  • Hours a day (see below)
  • Builds toward: the deadline or sub-deadline it's for
  • Notes

The bottom of the card says what the person is booked on that package this week and next, and what their cards there add up to.

⧉ Duplicate makes a copy on the same days. ⧉ Duplicate to next week makes one a week later. Delete card removes it.

How a card's hours work #

Under Hours a day:

  • Share the booked time (the default): the card takes the person's booked hours on its package that week, shared evenly with their other cards there that week. It never takes more than a normal day on one day.
  • Set hours: lock the card at hours you type. The other cards share what's left.

The lock button on a card does the same. A card with no person or no package takes no hours unless it's locked.

Stretch a card over several days #

Drag the ⇥ on a card onto a later day. The card then runs until that day. Later days show as a slim continuation of the card.

Move and copy cards #

  • Drag a card to another day or row.
  • Ctrl-click or Shift-click cards to pick several. Drag one and they all move together. The bar above the board has ⧉ Duplicate, ⧉ Duplicate to next week, Move to next week →, ← Move to last week, Delete, and Clear (Esc).
  • Right-click a card for the same actions, plus Open and Builds toward ▸.
  • Copy a week ▾ copies every card that starts in one week to the next, on the same weekdays. The copies come in picked, so you can move them together.

Roles on a package #

Click + role on a person's package row to note what they do there, like "Modeling" or "Head designer". Click × on a role to remove it. A card's Role on it offers that person's roles.

Check off cards #

Tick Check off cards to let people tick cards off as they finish them. It's saved with the plan.

  • A card ticked done takes no hours.
  • An unticked card on a past day reads was due. One from before the board's first week shows under No day yet, which then reads "or overdue".
  • Show done shows or hides finished cards.

With it off, there are no checkboxes and nothing is late.

Deadlines and sub-deadlines #

The Deadlines & sub-deadlines row runs across the top of the board.

  • Package deadlines and the milestones they follow show on their days. + card adds a card that builds toward one.
  • A sub-deadline is a smaller checkpoint inside a package, like "Zoning sheets updated". It shows once, in its package's color, with how many people are building toward it. Their rows get a small marker on its day.

Add a sub-deadline #

  1. Click + on a day in that row.
  2. Type a Name and pick the Package. If the package follows several schedule groups, pick the Group.
  3. Click Add sub-deadline.

If the package follows a schedule you can edit, the sub-deadline is saved in that schedule as a sub-milestone. The window tells you where it will go before you add it. Otherwise it's kept in the plan, marked not on a schedule yet. Once the package follows a schedule, open it and click Put on (the schedule's name).

Change a sub-deadline #

Click its chip to rename it, move it to another day, add a Card toward it, or Delete it. Cards that built toward a deleted one stay; they just stop pointing at it.

To point a card at a sub-deadline, drag the chip onto the card. Or pick it under Builds toward in the card.