Creating a Team Schedule

When you create a team schedule, you can:

  • Create a team schedule template to apply to multiple team schedules for ease of use.
  • Create a custom schedule for unique schedule situations.

Creating a Team Schedule with a Template

To create a team schedule using a team schedule template:

  1. Access the Team Schedule Planner page from:
    • The PSE Links sidebar on the Home tab.
    • The Open Team Scheduler button on the Manage Team page.
    • The Team tab.
  2. Select the Create Schedule tab on the Team Schedule Planner page.
  3. Select a team from the Team picklist.
  4. Use the date selector to select the week for which you are creating the schedule.
  5. Select a schedule template from the Choose Schedule picklist in the Schedule column. If you have a long list of schedule templates to choose from, enter the name of the desired schedule template to refine the list.
  6. Click Save.

Creating a Team Schedule with a Custom Schedule

To create a team schedule using a custom schedule:

Note: Custom schedules are single-use and cannot be reused, but can be copied. See Changing a Team Schedule.
  1. Access the Team Schedule Planner page from:
    • The PSE Links sidebar on the Home tab.
    • The Open Team Scheduler button on the Manage Team page.
    • The Team tab.
  2. Select the Create Schedule tab on the Team Schedule Planner page.
  3. Select a team from the Team picklist.
  4. Use the date selector to select the week for which you are creating the schedule.
  5. Select "Custom" in the Schedule Source column.
  6. Click Custom Schedule.
  7. Enter the fields as described in Edit Custom Schedule Fields.
  8. Click Save.