Creating a Team Schedule

When you create a team schedule, you can:

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:
  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.
  1. Access the Team Schedule Planner page from:
  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.

Related Concepts

Shift Management

About the Team Schedule Planner

About Team Management

Configuring Shift Management

About Team Permission Controls

About Teams

Viewing Team Schedule Assignments in Planners

Related Tasks

Changing a Team Schedule

Staffing a Team Schedule

Managing Teams

Managing Team Schedule Time Slot Types

Managing Team Schedule Templates

Sending Team Schedule Notifications

Reference

Edit Custom Schedule Fields

Edit Template Fields

Team Fields

Team Membership Fields

Team Schedule Fields

Team Schedule Planner Fields

Team Schedule Planner Buttons and Indicators

Team Schedule Slot Fields

Team Schedule Template Slot Fields

Team Schedule Slot Type Fields

Team Schedule Template Fields

Team Settings

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