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
View and Reschedule Mode
On the Scheduler there are two modes: View Mode and Reschedule Mode. Information about these modes can be found in this video, but we recommend going through the lessons in this section, as there is additional information there which you may find useful.
View Mode
In view mode, you can access additional details about items on the Scheduler, including information about shift efficiency.
Reschedule Mode
In reschedule mode, you can add new crews and reassign shifts (both manually and with Teamleaf Ai).
Understanding the two modes of the scheduler are important to using the Teamleaf Scheduler, and the following lessons will teach you how to most effectively use these modes.