Workshop and calendar settings
Configure task templates, working weekdays, assignee labels, default landing view, the assign rail, and the PDF paper size used for workshop sheets.
The Workshop settings page controls how the calendar looks, what labels assignees show with, which view opens by default, and how printed sheets are sized. Changes here apply to everyone in your organisation.
Before you start
- You need Workshop settings permission (or admin role).
- Open Settings → Workshop.
Task templates
A template is a pre-written task you can reuse on any vehicle. Useful when the same prep steps come up again and again (pre-delivery inspection, first service, detailing, and so on).
- Add a template by typing a title and any default description or due-days value.
- Remove a template when it's no longer used.
When creating a task, your team can apply a template to fill the fields in one click, then adjust per vehicle.
Worked weekdays
The days your workshop operates. The week calendar hides non-worked days so your columns are focused.
- Tick each weekday the workshop operates (Monday to Sunday).
- The default is Monday to Friday.
Tasks due on hidden days still exist; they won't appear on the calendar until you extend the worked weekdays to include them.
Assignee display
How team members are labelled on the calendar and on task rows:
- First name (default): short and scannable.
- Full name: formal.
- Initial: compact, good for dense calendars.
Pick the one that fits how big your team is and how much room the calendar has.
Default landing view
Which page opens when someone clicks Workshop in the sidebar:
- Calendar: the week calendar view.
- Vehicle list: the vehicle-first list with summary cards.
Individual team members can always switch views from the buttons at the top of each page.
Assign rail roles
The Assign rail on the week calendar lets managers drag tasks between assignees. You decide which roles appear on the rail.
- Tick each role whose members should show on the rail.
- Typically these are workshop team roles, not office roles.
Roles not on the rail can still be assigned tasks; they don't show as drop targets on the calendar.
PDF paper size
The paper size for downloadable workshop sheets (planning and job). Options are A4 (default) and Letter. Pick whichever your printer uses.
Saving changes
Each panel saves independently. Changes take effect for everyone the next time they open Workshop.