Course Content
Setting up your Scheduler
Understand how to filter and add users, assets and crews to your scheduler, including how you can sort them by depot.
Customising the Scheduler
Learn about the different ways in which you can customise the Teamleaf Scheduler to suit your workflow.
Understanding the Scheduler
The scheduler holds a lot of information, so having a good understanding on where to find all the relevant information is highly valuable. Learn more about the Scheduler here
Using the Scheduler
The Scheduler lets you reassign and optimise work in a number of ways depending on what your needs are, learn how to best use the Scheduler here
Finance and Invoicing
Teamleaf offers a number of finance tools. Learn how Teamleaf's earnings system works seamlessly to make your invoicing simple.
Using Shifts
Learn how to add, edit and delete shifts
Using Intracompany Tasks
Intracompany Tasks can be used when you have a task that you want another depot to help out on, when and how to use them here.
Task Sign Off
Signing Off Tasks is used to move a Task through departments on Teamleaf, learn how and why to use Task Sign Off here.
Confirmation
Complete the course by confirming your knowledge of Teamleaf 10
Intracompany Finance
How it Works
Any earnings added to the Intracompany Task, will be counted as deductions on the parent task, including Task and Shift Earnings from the Intracompany Task. On the Intracompany Task page, you will only see financial information for that Intracompany Task, but on the Parent Task you will see financial information for that Parent Task, as well as any Intracompany Tasks added to it
Intracompany Finance
You can see any earnings on the Intracompany Page by going to the finance section
Parent Task Finance
On the Parent Task, you will see the Intracompany Task Costs and Earnings, alongside any financial information added to the Parent Task
