[{"data":1,"prerenderedAt":127},["ShallowReactive",2],{"blog-en-resource-planning-drag-and-drop-skills":3},{"id":4,"title":5,"body":6,"categories":106,"date":109,"description":12,"draft":110,"excerpt":111,"extension":112,"image":113,"lang":114,"meta":115,"modified":116,"navigation":117,"noindex":110,"path":118,"related":111,"seo":119,"seoDescription":120,"seoTitle":121,"slug":122,"sourcePath":123,"sourceRoute":111,"stem":124,"tags":111,"translated":110,"type":125,"wpId":111,"__hash__":126},"blog\u002Fen\u002Fblog\u002Fresource-planning-drag-and-drop-skills.md","Resource planning via drag & drop: assigning tasks by skill and availability",{"type":7,"value":8,"toc":97},"minimark",[9,13,18,21,25,28,32,35,39,64,71,75],[10,11,12],"p",{},"Finding the right person for a task is often harder than recording the task itself. Planners have to keep track not only of availability but also of who is best qualified. If this is organised in spreadsheets or by word of mouth, the overview is quickly lost, especially in larger teams with different skills and several projects running at the same time. In the end, it is often chance or gut feeling that decides who takes on a task, rather than a conscious weighing of availability and suitability. The resource planning module in 1Tool brings open tasks, availability and skills together in a single view.",[14,15,17],"h2",{"id":16},"assign-open-tasks-via-drag-drop","Assign open tasks via drag & drop",[10,19,20],{},"In the 1Tool resource planning module, planners drag open tasks or tickets directly from a list onto the timeline of a specific employee. This timeline is built as a calendar-style resource timeline, so you can see at a glance who is already booked at what time and where there is still capacity. Instead of maintaining assignments in a separate list and checking availability in the calendar separately, both pieces of information come together in the same view. This reduces the coordination effort between several systems or spreadsheets and turns resource planning into a visual, immediately comprehensible process in which shifts and rescheduling are visible straight away. Especially when priorities change at short notice, a task can easily be reassigned to another person or another time via drag & drop. When planning several parallel projects, this shared timeline view is particularly valuable, because overlaps and bottlenecks become visible immediately instead of only showing up later in a report.",[14,22,24],{"id":23},"decide-flexibly-what-is-created-when-assigning","Decide flexibly what is created when assigning",[10,26,27],{},"When assigning a task or ticket via drag & drop, you can choose whether to create a resource plan entry, a task or a calendar appointment. This lets you adapt the assignment to the situation at hand, depending on whether it is purely capacity planning or whether a concrete task or appointment should be created directly in the person’s calendar. This flexibility is particularly helpful in teams where different types of deployment planning exist side by side – rough advance planning on the one hand and specific appointments on the other – without needing different tools or views. A single planning step thus produces exactly the type of entry that is actually needed in the situation, without planners having to do any manual follow-up after assigning to turn a rough allocation into a concrete task or appointment.",[14,29,31],{"id":30},"find-the-right-person-with-skill-filters","Find the right person with skill filters",[10,33,34],{},"In addition to pure availability, the resource plan can be filtered by skills. These skills are stored for each employee with a star rating from 1 to 5. This allows planners to narrow down specifically who is best qualified for a particular task, instead of distributing tasks solely on the basis of free capacity. For specialised activities or tasks with high professional requirements in particular, this filter helps to assign the task not just to someone who is available, but to the person who is the best fit. Availability and suitability can thus be considered together in a single planning step, instead of checking both one after the other in separate sources. For planners, this means fewer questions within the team about who is even eligible for a particular task. Especially with tickets that come in at short notice or tasks with special requirements, you can narrow down directly in the resource plan who is a sensible candidate before the task is assigned via drag & drop.",[14,36,38],{"id":37},"frequently-asked-questions","Frequently asked questions",[10,40,41,45,48,49,52,54,55,58,60,61],{},[42,43,44],"strong",{},"How are tasks assigned in the resource plan?",[46,47],"br",{},"\nPlanners drag open tasks or tickets via drag & drop directly from a list onto the timeline of the desired employee, displayed as a calendar-style resource timeline.\n",[42,50,51],{},"Is a calendar appointment always created automatically when assigning?",[46,53],{},"\nNo, when assigning you can choose whether to create a resource plan entry, a task or a calendar appointment.\n",[42,56,57],{},"How are employees’ skills rated?",[46,59],{},"\nSkills are stored for each employee with a star rating from 1 to 5 and can be used as a filter in the resource plan to find the most suitable person.\n",[42,62,63],{},"How do you currently make sure that tasks go not just to available people, but to people with the right expertise?",[10,65,66],{},[67,68,70],"a",{"href":69},"\u002Fen\u002Fappointment-request\u002F","Book a demo appointment",[14,72,74],{"id":73},"read-more","Read more",[76,77,78,85,91],"ul",{},[79,80,81],"li",{},[67,82,84],{"href":83},"\u002Fen\u002Fblog\u002Frecurring-appointments-and-course-schedules\u002F","Set up once, happens again and again: recurring appointments and course schedules",[79,86,87],{},[67,88,90],{"href":89},"\u002Fen\u002Fblog\u002Fvacation-overtime-balance-automatic\u002F","Vacation and overtime accounts: balances that keep themselves up to date",[79,92,93],{},[67,94,96],{"href":95},"\u002Fen\u002Fblog\u002Fproject-gantt-chart-drag-scheduling\u002F","Plan project dates in a Gantt chart and move them with the mouse",{"title":98,"searchDepth":99,"depth":99,"links":100},"",2,[101,102,103,104,105],{"id":16,"depth":99,"text":17},{"id":23,"depth":99,"text":24},{"id":30,"depth":99,"text":31},{"id":37,"depth":99,"text":38},{"id":73,"depth":99,"text":74},[107,108],3835,3330,"2026-04-21T09:00:00",false,null,"md","\u002Fmedia\u002F2026\u002F07\u002Fressourcenplanung-drag-and-drop-skills.jpg","en",{},"2026-07-25T08:30:36",true,"\u002Fen\u002Fblog\u002Fresource-planning-drag-and-drop-skills",{"title":5,"description":12},"Assign tasks via drag & drop and use skill filters to find the best-qualified person – the resource plan in 1Tool.","Resource planning via drag & drop in 1Tool","resource-planning-drag-and-drop-skills","\u002Fen\u002Fblog\u002Fresource-planning-drag-and-drop-skills\u002F","en\u002Fblog\u002Fresource-planning-drag-and-drop-skills","posts","QoCCgNftGdPBU0PMzvaggLsXV0rJjejP2xjOxlILWe8",1791582061311]