Schedule Tricks and Quick Actions

From planning to distribution to employee communication, Connecteam’s scheduling app makes everything simple, quick, and intuitive. Simplify your scheduling with quick action like templates, in-shift tasks, drag & drop, and more.

Once you have created a schedule and had set up the different jobs in it, here are a couple of tips for you to work better and faster!

This article will go over:

Before preparing your schedule, a great and easy way to view the job schedule would be through our View options. This will allow you to view the schedule by work preferences, availability statuses and conflicts.

Easily duplicate or create multi duplications of a shift. Just click the 3-dots at the top-right corner of any shift and duplicate it. The duplicated shifts will remain in draft mode until you publish them :)

If your schedule is pretty repetitive, or maybe it has only minor changes, a quick way to build it is by simply copying a previous day, week, or month.

Just make sure to go to the relevant view (Daily, weekly or monthly), change the dates to the ones you would like to create shifts for, and then you can either copy the entire last period's shifts:

Or you can copy the previous period's shifts only for one specific user:

If you have shifts that reoccur, the repeat shift option in the shift-creation menu will be helpful. You can set a shift to repeat daily, weekly, or monthly and when to end the series of those shifts.

Creating templates can save you hours of work, as instead of creating your shifts manually, you could just load the relevant pre-made template where you need it.

You can either create templates for single shifts - read more about it here

Or create an entire week's template - read here all about it

When you create a shift, instead of assigning users to it one by one, you can assign it to an entire group.
By typing a smart group's name or any option from the user custom fields, users associated with those will appear.
Then, just click "Select All" and they would all be added to that shift.

Many times, it's easier to create all your shifts according to the jobs that need to be filled by your employees, and only assign them later.

In that case, when you'd like to quickly assign shifts to your users, you can simply click the 3-dots on the shift and assign that specific shift to an employee.

It's not rare for managers to work on different departments' shifts separately, or even on a single user's.

For those cases, we created the option to publish a specific user's shifts, a group of shifts, or all the shifts in the current view.

In order to publish all the draft shifts for a specific user, just click on the 3-dots next to that user's name and choose "publish shifts":

If you'd like to publish the shifts of a specific department, or of a few employees together, or maybe just the evening shifts - just use the filter to view only the relevant shifts, and the blue "Publish" button at the top-right of the screen will update to the number of shifts you can publish for that filter.

Then - just hit the publish button :)

You can always publish all the draft shifts that are in the view you are at that moment.

For example - if you would like to publish all the draft shifts you created for this week, just make sure to use the weekly view, make sure you didn't create any filter, and hit the blue "publish" button.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.