Setting up the Scheduler – Teamleaf

Setting up the Scheduler

In this tutorial you will learn how to set up the Scheduler. You will learn how to filter and add the Users and Assets you want to see, and how you can see those crews easily on the scheduler

Step-by-Step Guide

Step-by-Step Guide

Essentials

Scheduler

Setup

Step 1

Click 'Setup Your Scheduler'

To start, click the 'Setup Your Scheduler' button in the middle of the screen. From here, an aside will open so you can customise the scheduler

Step 2

Select Data Sources

By default all data sources will be selected, but here you can deselect data sources to refine your search

Step 3

Use Depots section to add crews

In the Depots section, you can add users and assets which you'd like to see in the scheduler

Step 4

Select items individually

To select users and assets individually, click the dropdown icon on a depot and select items

Step 5

Select an entire depot

To select items from an entire depot, click the 'Add All' button next to 'Assets' or 'Users' for depots you want to add

Step 6

Search for Users or Assets

Alternatively, to search for a specific user or asset, scroll to the top of the depots section, and start typing to find the user or asset you want

Step 7

Save Crews Selection

Once you're happy with the users and assets you've selected, click the 'Save' button in the bottom right corner to go back to the scheduler

Step 8

Scrolling guide

After saving you'll be taken back to the scheduler, scroll up and down to see your crews, or use the horizontal scrollbar to browse dates on the scheduler. Horizontal scrolling can be done more quickly by holding shift and using the scrollwheel

Step 9

Searching for crews

If you wish to find a specific user or asset on the scheduler, use the search bar in the top right corner of the screen to refine your scheduler. To clear this filter, simply remove the text from the search field

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