How to Create a Shift Schedule In Microsoft Teams
Try it!
It is possible to maintain a schedule for your team members’ shifts in Microsoft Teams with Shifts. You can assign shifts to colleagues, duplicate and repurpose shifts, open up new shifts as they become available, and assign them to teammates as needed.
Schedules and groups
- A new schedule can be created by following the steps below:
- If you would like to create a new schedule from scratch, select Create a new schedule.
- Choose from the list of existing schedules by clicking View.
- Click the Create button at the top of the page for the team you would like to create. The only way to create one is if you are the owner of the team.
- In order to organize your schedule according to the type of job or the location of the job, select Add group.
- If you would like to rename the group, click More options > Rename group, type a name for the group, and then click Save.
- Select the Add people button, then select a person, and then select Add to the group.
Create a shift for a team member
- By selecting a person’s row, and then selecting from the drop-down menu of options, you will be able to add shifts to them by selecting More options > Add shifts from the drop-down menu.
- As soon as you have added or edited the start times, the end times, the custom label, the break times, the shift notes, and the detail’s of the activity, select Save when you are finished.
Copy a shift
- The same shift can be reused on different days of the week by selecting More options > Copy on the shift. You can also use CTRL + C to copy and paste.
- When copying shifts, make sure the Never include shift activities when copying shifts toggle is turned off, and select Done at the bottom of the dialog box to include shift activities when copying shifts in the future.
- To paste, simply select an empty space on the screen and then choose More options > Paste. It is also possible to press the Ctrl + V key at the same time.
Add an open shift
- Select the day you wish to add an open shift to, and then select More options > Add open shifts.
- The copy schedule or select the menu and then select the shift in which you would like to switch to is available if you need to copy or switch to another schedule.
Check All steps in Video
Frequently Asked Questions
Does Microsoft Teams have a scheduler?
This is a tool that helps you create, update, and manage your team’s schedules within Microsoft Teams, and it allows you to make sure that your team’s schedules are always up-to-date by creating, updating, and managing them. It is possible to create, edit, and manage a schedule in Microsoft Teams by using Shifts, which is part of the Schedules feature.
How do I offer a shift on Microsoft Teams?
- You can offer your shift to another person in Shifts by tapping the shift you would like to offer.
- Tap on the Offer button.
- Choose the shift that you are interested in or you can choose a different one based on your preferences.
- When making selections, you must select the team member you wish to use and then select the individual you want.
- In case you would like to give a reason for offering the shift, you can do so by tapping Done.
Who can edit shifts in Teams?
Managers
Shift schedules can be created by managers, updated by managers, and managed by managers on behalf of their teams. Shifts can be assigned, employees can add shifts that are available, and schedule requests can be approved by supervisors. As an employee, you can view your schedule as well as the schedules of your team members, adjust your schedule as well as those of your team members, swap shifts or offer shifts, request a time-off, and clock in and out of your shifts at any time.