Editing Shifts

There are two main ways of editing a shift in Teamleaf. Through either the Scheduler or the Task Page. Watch the video below for an in-depth tutorial on both methods, or follow the step-by-step guidance below for more information.

Option 1 – Using the Task Page

To start, go to ‘Tasks’ on the left sidebar to go to the Task list, then click the Task with a shift you’d like to edit.

Click the Shift you’d like to edit in the ‘Shifts & Work Bank’ section

Then on the Shift details page, click the ‘Edit’ button in the top right

Next, you will select the shift date, time and crew. If you wish to keep the date, time and crew the same, you can click the ‘Keep Times’ button at the top of the screen

Or, to change the date, time and/or crew, continue by first selecting the date with the date picker

Then clicking the time and crew you’d like to assign the shift to

You can then fill in any additional details about the shift, including Chargeable Hours, Infrastructure Assets, Customer Notifications, or Additional Information. Once you’re happy with your Shift details, click the ‘Save’ button in the bottom right

The changes to this shift will now be applied, and this shift can still be seen on the Task Page

Option 2 – Using the Scheduler

The second option to edit a shift is via the Scheduler. To do this, go to ‘Scheduler’ on the left sidebar, then use the date picker to find the shift you’d like to edit. Click the shift, and click ‘View Day’ in the menu that pops up to the right

Once you’re on the Shift details screen, the process is the same as editing a shift via the Task page. Click the Edit button in the top right, fill in your Shift Details, then click the ‘Save’ button in the bottom right, and the updated Shift can be seen on the Scheduler