Positions

Positions are the roles workers fill on a shift — such as Team Leader, Driver, or Supervisor. They are used when assigning work, filtering the board, and linking role-based settings elsewhere in Planner.

Where Positions fit

Create a position

1. Go to Planner → Positions.
2. Enter the position name.
3. Choose a colour — one is pre-selected at random, change it if needed.
4. Click Add Position.

Edit a position

1. Go to Planner → Positions.
2. Click Edit on the position you want to change.
3. Update the name or colour.
4. Save the changes.

Reorder positions

1. Go to Planner → Positions.
2. Drag a position using the handle on the left.

The order saves automatically — there is no separate save button.

Delete a position

1. Go to Planner → Positions.
2. Click Delete on the position.
3. If shifts are still assigned to this position, you will be asked to choose a replacement position before the deletion can proceed. Choose another position or the Unknown fallback.
4. Confirm the change.

Things to know

• Positions are used across shift assignment, board filtering, compensation modifiers, skills, and certifications — changing or deleting one can affect multiple areas.
• The Unknown fallback position exists for cases where a position is deleted but its shifts need to remain. It cannot itself be deleted.