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Version: 7.0

Shifts

The Shifts feature is used to plan employee work shifts: who works, on which date, during which time interval, and — optionally — on which project.

Where to find it​

Open Projects → Operations → Shifts.

The screen opens on the current week and has two tabs:

  • Schedule — a visual weekly board for planning shifts;
  • the shift list — a plain table of shift records.

Use the Previous week / Next week buttons, or the date interval field, to move between weeks. Both tabs show the shifts of the selected period.

Shift card​

A shift contains:

  • Date — the day of the shift;
  • Time — the start–end time interval;
  • Assigned to — the employee who works the shift;
  • Project — the project the shift relates to (optional);
  • Note and Description;
  • attached files.

To open a shift, double‑click it in the list (or use Edit).

The Schedule view​

The Schedule tab shows the selected week as a board — rows are employees, columns are days. A row of shift templates is shown above the board.

On the board you can:

  • create a shift — drag a shift template from the templates row onto the cell for the required employee and day; the shift is created with the template's time interval;
  • move a shift — drag an existing shift to another cell to change its employee and/or date;
  • edit or delete a shift — click a shift to open it, then change or remove it.

The Schedule tab is convenient for visual weekly planning; the list tab is convenient for a flat, filterable view.

Shift templates​

A shift template is a predefined time interval (for example, a morning shift 09:00–18:00). Templates speed up planning on the Schedule: you drag a template onto a cell, and the new shift takes its time interval from the template.

Shift templates are configured on the Settings form, on the “Shift templates” tab — see Settings.

Shifts and projects​

A shift can be linked to a project. When it is:

  • the shift appears in the Shifts block of the project card;
  • the project list shows the number of shifts per project.

In the shift list you can also filter shifts by project.

Common situations​

A shift is not visible in the list​

The screen shows only the shifts of the selected week. Check the date interval at the top of the screen, or use Previous week / Next week.

No shift templates to choose from on the Schedule​

Templates come from the “Shift templates” tab of the Settings form. If the list is empty, add the templates your organization uses — see Settings.