Building & Publishing Shifts

Build a draft schedule

Assign task blocks and adjust the day before sharing it.

For owners & managers·3 steps

1. 1

   Choose a day

   Open Schedule and select Day. Move to the date you want to plan.

   Day
2. 2

   Add task blocks

   Drag across a team member’s timeline to create a shift. Choose the task and confirm the times. You can also use Auto-balance to generate task assignments.

   Auto-balance
3. 3

   Review and edit

   Click a shift to edit it. Check the task, member, start and end times, and any notes before publishing.