Hand out the day's tasks and print them for the floor.
Open the board
In the left sidebar, click Assignments.
Use the arrows or Today to pick the day.
Pick your department from the dropdown.
Add your templates
On an empty day, click Add Assignments. Otherwise, open the three-dot menu and click Add templates.
Check the templates you want, or All assignments.
Click Add Assignments.
Put staff on an assignment
On the row, click Search staff and pick a name.
The yellow banner shows how many assignments are still open.
Skip an assignment today
Click the three dots on the row, then Not needed today.
To bring it back, click the three dots, then Restore.
Add a one-day assignment
Click Add assignment in the top right.
Enter the Assignment name and pick the Area.
Pick one Time of day and the Eligible job positions.
To repeat it weekly, check Create a recurring template from this assignment.
Click Add assignment.
Good to know: Reset to templates and Clear board (three-dot menu) remove everything on that day, including the staff you picked.
Common questions
Why is nobody in the Search staff list?
Only people with a shift that time of day, in an eligible position and department, show up. Put them on the schedule first.
Does removing someone change their shift?
No. Clicking the X only takes them off the assignment.
I don't see Assignments in my sidebar.
It's turned on per community. Email [email protected], or in the web app click Support.