Allocate your team's resources in a single view. Manage the whole team's schedule, forecast your team’s availability, move work seamlessly, and quickly assign any open tasks, all within Team Scheduling.
Using this guide, you can:
Forecast and assign tasks to multiple users across multiple objects, such as Projects, Tickets, Sales, and Retainer Periods. Team Scheduling is a resource allocation tool, making it easy for project managers to view all work that needs to be done and assign it to users in a simple interface.
To access Team Scheduling, hover over Schedule on your Navigation bar and choose Team Scheduling.
On the left side of Team Scheduling, view all open tasks, whether it's associated with Tickets, Projects, Sales, or Retainer Periods.
See all relevant details of your work before you find the right users to complete the task. All Tasks are shown with Assignee, Due Dates, and Budgeted Time Remaining. Learn more under View Work in Team Scheduling.
On the right side of Team Scheduling, view users and their schedules.
Find the right person for each task. View your team's Daily or Weekly Schedules by clicking on either Days or Weeks. Easily add users to your view, and see how full each user's schedule is in a bar graph. Learn more under See Team Availability.
After you find the right person for the task, easily put it in their schedule.
Drag and drop work from the left side of the screen onto users' schedules on the right to allocate tasks. Learn more under Allocate Work in Team Scheduling.