Long-Running Projects

Whether you want to create events that span a long period of time or create schedules that repeat from week to week, Workstaff allows you to divide your project into schedules in the ways listed below.

Creating a New Schedule

1. On the project page, click on the schedule tab
2. Click on New
3. Select the dates and whether you wish to copy the schedule from an existing one in the project
4. Once the new schedule is creating, you can edit its location if it is different from the initial project location
5. You can then create shifts in this new schedule.

Repeating a Schedule

If your schedule always follows the same structure, you have the possibility to repeat a schedule you have already created in the project as many times as you want.

1. On the project page, click on the schedule tab
2. Click on Repeat
3. Select the dates
4. Select the dates you wish to Copy from
5. Choose whether you wish to Re-book the same team for this new schedule

Repeating a Schedule by Week

Use Repeat by week to create several consecutive weekly copies of the selected schedule in one step. Each new schedule starts seven days after the previous one and keeps the same duration, location, and shifts as the source schedule.

1. In the Schedule tab, select the schedule you want to repeat.
2. Click Repeat by week.
3. Under Number of weeks, enter the number of new schedules to create, from 1 to 10. The source schedule is not included in this number.
4. Select Re-book same team if you want to copy the existing staff bookings. The new schedules will be created as drafts, and the team will not be notified until you confirm them.
5. Click Repeat.

note

Repeat by week is available only when the selected schedule is seven days or less. For a longer schedule, use Repeat / copy and choose the dates for the new schedule manually.

Editing a Schedule

1. Click on schedule tab and select the schedule you wish to edit
2. You can Add a label, change the location and change the dates
3. Once you have selected a schedule, you can then modify your shifts and bookings

Deleting a Schedule

To delete a schedule, select it in the schedule tab and click on Delete.

Adding a location

If your projects take place in multiple locations, Workstaff allows you to create schedules for different addresses on the same day within a single project. Here are the steps to follow:

1. On the project page, click on the location
2. Click on Add segment / location
3. Enter the new address
4. Select whether you wish to copy the current schedule to this location in order to copy the same shift(s) to the new location
5. Once the new location has been added, you can edit its label, and it will also be displayed in the calendar after the project title.