Looking for a visual scheduling solution / integration

Hi there Knack Community.

I’m wondering if anyone has a solution that will allow me to have a visual timeline that has human resource (team members) on rows and dates in columns with each cell containing a project task. Kind of like a project management gant. I want to be able to drag and drop projects across dates and people and for the data table to be linked and update.

I was trying to get Asana to integrate but no such luck with updating records through the Flows feature or Zapier as it will only transmit when a new record is inserted not an update of a record.

Ideally i hoped someone has done something similar and might have built it into knack without needing to go to another 3rd party app and then needing to use two programs. however, really just needing the solution.

help and thoughts would be appreciated.

Hi @Warwick, the drag-and-drop functionality you’re after would be a little intense to build in to Knack.

I have however created a read-only resource chart in the past which looks a little like below.

The numbers are ‘tasks assigned to contractor that cross over that day’, and they are colour-scaled depending on allocation.

If I click any number, it opens a list of those tasks, which you could very well go in and edit the contractor assigned, and refresh the chart.

Let me know if that’s something that would interest you.

2 Likes

Hi Stephen

This looks interesting and I’d like to know more about what you’ve created.

Regards
Dean

Thank you Stephen. That looks amazing. it’s about 80% what I’m looking to achieve.

Hi Warwick

It looks as though Stephen achieved this using a Pivot Table.

Regards
Dean

@Warwick @Dean2, sorry for the delay. I was coming up with a better solution because I wasn’t super happy with the set up on the original I showed you.
My old method required two separate views, a heavy-duty API call, and a separate modal page.
My new method uses one grid view with some JS manipulation to do the following:

  1. Loop through the next 30 days, and add a column to the grid for each
  2. For each date, loop through each task and check if it overlaps that date, and add a 1 to the respective date column
  3. For each row grouping, count the number of tasks overlapping that date for the tasks that sit beneath it
  4. Add collapsible groups for better readability

You can see the below video for how it works and how to interact with it:

Current limitations are:

  • 1,000 record limit - based on the current Knack limit for rows per page, and to not have to fetch data via an API call
  • Groups do not remain expanded after inline edits/page refreshes
  • Does not display resource groupings that haven’t already been assigned
  • No drag-and-drop functionality

Happy to answer any more questions, and keen to hear any feedback! If you’re interested in installing this solution, please contact me.