You’ve added your first scheduler and now it’s time to set up the Planning and Project management.
When you click on the Scheduler you’ve created on the right side, the first tab automatically opens up.
This is the planning and project management page:
You now need to fill out the different options on this page:
Active: Use this toggle to activate or deactivate your scheduler.
Name: Enter a recognizable name for this specific scheduler, so you can easily find it in the future.
Start date and End date: Enter the start date and end date to indicate the period in which your project should run.
List view: This affects the way questionnaires are shown in the app. If they are large number, a list view is more efficient.
Use quota as: This option indicates if the quota number on this project should be an exact amount (after which the questionnaire closes) or a minimum amount of questionnaires that have to be filled in.
Please note: the actual quota number can be entered in the quota management tab, which will be available after you completed the planning and project management tab.
Continue with those tabs to finish programming your Scheduler.