Planning and allocation

Plan scheduled work, visible users, and standalone items from one company-scoped scheduler.

Scheduler is the planning surface for canonical task todos. It loads visible users and scheduled events, supports standalone work items, and saves schedule changes through the scheduler workflow without overpromising a drag-and-drop-only experience.

Scheduler Built to stay connected to the surrounding Einsys operating flow.
Scheduler illustration Marketing illustration for the Scheduler module.
What this module helps you do

Keep the core operating action clear.

Each module page stays grounded in the routes and page flows that exist today, so the message stays useful to real teams instead of turning into vague feature claims.

See backlog and schedule together

Work from one planner that brings visible users, scheduled work, and backlog context into the same surface.

Create standalone work items

Add, update, and delete standalone items from the scheduler when work is not tied to a broader task.

Save allocation changes with control

Scheduler mutations keep assignment and timing changes on the canonical task-todo record.

How it works

Follow the operating flow the product already supports.

The page structure is shared, but each sequence below follows the saved product flow for this module rather than pretending every module behaves the same way.

1

Open the company scheduler

Load the planner for the current company and visible scheduler users.

2

Review scheduled and unscheduled work

Use the backlog and event data together to decide what needs attention next.

3

Create or edit standalone items

Manage standalone work items directly from the scheduler flow when needed.

4

Update schedule state

Save assignment or timing changes through the scheduler mutation path.

Core capabilities

Designed to stay practical, not vague.

These capabilities are written around the routes, page surfaces, and saved controller flows currently present in the local codebase.

Users and events feeds

The scheduler page loads visible users and event data for the current company scope.

Backlog visibility

See unscheduled work alongside the schedule instead of in a detached list.

Standalone work item lifecycle

Create, update, and delete standalone items from the scheduler surface.

Scheduler mutation endpoint

Persist changes to assignment and timing on the same canonical work model.

Role-aware access

Scheduler access depends on company and role checks rather than being open to every user.

Works with

Stay connected across the rest of Einsys.

Modules do their own job, but the value grows when the surrounding records, queues, and follow-through routes stay close.

Work Items

Scheduler stays stronger when this connection is handled inside the same operating system.

Marketplace

Scheduler stays stronger when this connection is handled inside the same operating system.

My Deals

Scheduler stays stronger when this connection is handled inside the same operating system.

Built for your team

Useful to the people who actually run the work.

The angle changes by role, but the same saved product flow stays underneath the page: clearer records, better control, and less context switching.

Managers

Plan workload across visible users without losing the backlog behind the calendar.

Schedulers

Keep company-scoped allocation changes on the real task-todo record.

Operations leads

Create standalone work when the team needs a managed task outside a larger deal.

Next step

Ready to grow your business?

The right system brings operations, finance, and delivery into one place so teams can move with less friction and better control.