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
Understanding Intracompany Tasks
What are Intracompany Tasks
If you have a task that you would like users and assets from another depot to assist with, you would want to use an Intracompany Task to get this done. Intracompany Tasks treat the main task as a ‘Parent’ task, and will be effectively ‘assisting’ the parent task.
Why use Intracompany Tasks
Intracompany Tasks allow you have other depots assisting with a task, without having to reassign users and assets to different depots (which would quickly become complicated). Having an Intracompany Task means you can record work against the correct depot