Create team schedules and assign members

Team calendars contain work schedules only. Choose Quick form or a shared team form, then assign the members responsible for the work.

Create a team schedule

1. 01

   Choose the team calendar

   Switch calendars first, or select the team at the top right of the Add screen.

2. 02

   Choose a work form

   Use Quick form or a shared form managed by the team.

3. 03

   Enter the date and work details

   Fill in the information you need, including every required field.

4. 04

   Choose assignees

   Leave the schedule assigned to everyone or select particular members.

5. 05

   Save

   The schedule appears for members using the team calendar.

What to check when assigning work

• Select every member needed for work handled together.
• For team-wide information without one owner, keep it visible to everyone and make the purpose clear in the title.
• When responsibility changes, edit the schedule and confirm that the new assignee knows.
• A member using Assigned-to-me reminders may not be notified when they are not assigned.
• Before removing a member, reassign their upcoming schedules to someone else.