Plan events and staff them with shifts
The Schedule area is where you create events, browse them by date, and build the shifts that put crew on the ground. This page walks through the full flow from the event list to managing an individual event.
How the Schedule area is organized
Opening Schedule takes you straight to the event list, where every event for your active team is shown. From a single event you can move between two working surfaces: a calendar-style View for laying out shifts visually, and a table-style Manage screen for editing many shifts at once.
Everything is scoped to the team you have active. If your organization has no team selected yet, the Schedule prompts you to pick one before any events appear.
- Event list — search, filter, and group every team event by date.
- View — a calendar of an event's shifts that you can drag, resize, and click to create.
- Manage — a sortable table of the same shifts with inline editing and bulk actions.
Browsing and finding events
The event list shows each event as a card with its name, date and time, location, the owner, the event length in hours, and a count of how many shifts it has. Cancelled events are dimmed so they stay out of your way.
By default the list hides past events and shows only today and future dates. Tick Show past events to include everything. Use the search box to match on event name or linked project name, and the status filter to narrow to Confirmed or Pending. You can group the list by Day, Week, Month, or Year, and your grouping and view choices are remembered for next time.
Creating an event
Use New Event from the list toolbar to create one. An event needs a name, a start, and an end; you can also add a location and a description. The start and end define the event's date range, and an event can span several days.
You can optionally link the event to a project. When an event is linked, its color and owner on the card come from that project, and the project's overall event window is kept in step with the dates of its events. Linking a project is also what unlocks adding shifts from your shift templates later.
Editing and deleting events
Hover an event card and open its menu to Edit or Delete. Editing lets you change the name, dates, location, description, and the linked project.
Deleting an event is permanent and removes all of the event's shifts and data along with it, so you are asked to confirm first.
Viewing an event and its shifts
Open an event to land on its View screen — a calendar of the event's shifts. The calendar highlights the hours that fall inside the event window and centers on the event's date. Multi-day events get a dedicated range view that spans every day of the event, and you can also switch between day, week, and month.
Each shift on the calendar shows its role, who is assigned, and its status, with open shifts drawn in a dashed outline. Click a shift to open its details, drag or resize it to change its time, or click an empty slot to create a new one. If you place a shift outside the event's own dates, you are asked to confirm. The Add Shift button creates one pre-filled to the event's time window.
- Use the Filter control to narrow shifts by color, assignment state, status, or role.
- Use View Project to jump to the linked project.
- Use Auto-Approve to control whether contractor claims are confirmed automatically.
Auto-approving shift claims
When crew claim open shifts, those claims can either wait for your approval or be confirmed automatically. The Auto-Approve control on the View screen lets admins turn auto-approval on for every role at once, or leave it off and enable it only for specific roles.
Shifts that will auto-approve are flagged so you can tell at a glance which open positions confirm themselves and which still need a manual decision.
Managing shifts in bulk
The Manage screen lists every shift for the event in a table you can search and sort by role, time, assignment, location, or status. Click a row to expand it and edit the shift inline — role, assignment, start and end (or an all-day range), color, location, status, and whether it is published so contractors can see it.
Select multiple shifts to duplicate or delete them together, and duplicate a single shift from its row menu to quickly repeat a pattern. Admins can also open Manage Roles here to create, rename, recolor, and remove the organization's roles that shifts are tagged with.
Action lists for owners and crew
The event list includes role-aware shortcuts so you can act without opening each event. Admins and members get an Actions view that surfaces shift claims pending approval, open shifts still needing crew, and shifts assigned but not yet accepted — with approve and deny buttons right in the list.
Contractors get a My Shifts view instead, grouping their upcoming shifts into confirmed, awaiting owner approval, and assigned-to-you. From there they can open the event to see and claim open shifts.