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 Mode: Reassign Day
Click the ‘Reschedule Day’ option
Using the menu we were using in the previous lesson, you can also reassign an entire day’s worth of shifts. This is particularly helpful if a user or asset has suddenly become unavailable for any reason, and can be done very simply. After clicking a shift, use the menu that pops up, and select the ‘Reschedule Day’ option.
Select Shifts, Date, Users & Assets
After clicking this more options will appear below. Firstly, select which shifts you want to reassign, by default, all incomplete shifts on that day will be selected, but you can deselect any shifts you don’t want to reassign by just clicking them. Next you can select a date, this can remain the same if you just want to reassign the user or asset it is assigned to. Then, select the users and assets for this to be assigned to, this is also optional if you just wanted to change the date, but keep the current users and assets. Once you’re happy with your selection, click the ‘Save’ button
You will have now been switched to reschedule mode so you can see where the shifts have been rescheduled to, as well as any other shifts that have been affected by these now being highlighted in blue. If you’re happy with the changes, click the ‘Save’ button in the bottom right corner of the screen
