Editing a Shift | Teamleaf

Step 1

Option 1 - Go to Task List

There are two ways you can edit a shift, either through the Task List, or through the scheduler. For the first example, we will use the Task List

Step 2

Select a Task

Select the Task with a Shift you wish to edit in the Task List. You can use the search or the table filters to help refine the tasks on screen

Step 3

Select a Shift

On the Task page of your selected task, click the shift you wish to edit

Step 4

Click the 'Edit' button

You will now be on the Shift Details page. Click the 'Edit' button in the top right to make changes to this shift.

Step 5

Shift Date, Time & Crew

You will now have a few options. If you wish to keep the crew, date and time of the shift the same, click the 'Keep Times' button at the top of the page - this will allow you to change other shift details without changing the crew, time or date. Alternatively, use the date picker to select a new shift date, and then select which crew and time you'd like to schedule this shift for.

Step 6

Change other Shift Details and Save

After selecting the time and crew, you can then change other shift details. You will be presented a number of dropdown menus including Infrastructure Assets, Customer Notifications, Chargeable hours and Additional information. Make any changes to the shift, then click the 'Save' button in the bottom right

Step 7

Return to Task Page

After clicking 'Save' you will then be returned to the the Task Page

Step 8

Option 2 - Go to Scheduler

Alternatively, you can edit shift information using the scheduler. To start, click 'Scheduler' in the left sidebar

Step 9

Click a Shift

While still in 'View' mode (this can be seen in the top right, and by default you will be in 'View' mode, not 'Reschedule' mode), click on the Shift you wish to edit.

Step 10

Click 'View Day'

In the menu that then appears to the right, click 'View Day'

Step 11

Click 'Edit'

You will now be taken to the Shift Details page, click 'Edit' in the top right to make changes

Step 12

Shift Date, Time & Crew

You will now have a few options. If you wish to keep the crew, date and time of the shift the same, click the 'Keep Times' button at the top of the page - this will allow you to change other shift details without changing the crew, time or date. Alternatively, use the date picker to select a new shift date, and then select which crew and time you'd like to schedule this shift for.

Step 13

Change other Shift Details and Save

After selecting the time and crew, you can then change other shift details. You will be presented a number of dropdown menus including Infrastructure Assets, Customer Notifications, Chargeable hours and Additional information. Make any changes to the shift, then click the 'Save' button in the bottom right

Step 14

Return to Scheduler

After clicking 'Save' you will then be returned to the scheduler, where you can see your updated Shift