Isimio is a scheduling tool that allows you to view records, sorted by date and swimlanes. In order to correctly configure the application, you should first understand the different types of objects and fields, and the minimum required field configuration for an object.
Here is a brief overview of the different scheduling elements:
There are several types of objects:
Scheduled objects are the ones shown inside the scheduler – the ones you want to interact with. These will be cases, opportunities, tasks, etc.
Row objects determine the available swimlanes. For example, if you wish to show cases according to their owning user, you will need to have the User object configured as Row.
Scheduled/Row are objects that serve as both scheduled and row objects. This means you can use them as both a record that shows inside the schedule, as well as a swimlane.
None can be used for objects that you need to load for whatever reason (such as plugins), but should not appear as either scheduled records or swimlane rows.
There are also several types of fields:
Start fields represent the date or date/time in which the record is placed. A record’s start date determines the column in which it appears. A single start field is required for every object, and you cannot have multiple start fields for any one object.
End fields represent the date or date/time in which the record finishes. If none is set, it is assumed the record ends at the end of the same calendar date. A single end date field is required for every object, and you cannot have multiple end fields for any one object.
If you do not record end dates in your object, please set your start field to Start/End. This will denote that the same field is to be used as both the start and end date.
To learn more about field and object attributes, see the Manual Configuration: Objects and Manual Configuration: Fields sections.