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Plan a Project

Creating a New Project​

Creating a project in Workstaff is a quick and easy task:

  1. In the main menu, go to the Calendar section
  2. Click on New Project
  3. Fill in the information shown below to create the basis for detailing the project later

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Adding Shifts​

Once you have created your project, you can add shifts:

  1. On the project page, click on Create Shift
  2. Select the date(s)
  3. Choose the position for the shift from your list of skills
  4. Select the start and end times
  5. Fill-in the number of staff needed
  6. If you wish, you can add a label and select break and travel times

Draft Mode​

When creating a new project, Workstaff makes you work in draft mode by default. This allows you to make any changes you want and apply them to the project once you are satisfied by clicking on Review and Apply on the project page. Only then will your staff receive a notification regarding their bookings.

You still can make changes to your project after reviewing and applying, and these new changes will automatically put your project in draft mode again.

note

It is critical that you Review and Apply the changes made to your project regularly in order to keep your information updated and to avoid overwhelming the project with massive changes when reviewing and applying.

Creating a Quick Shift​

With Workstaff, you have the convenience of creating a new shift directly without the need to create a new project beforehand.

To accomplish this, simply click on the New Shift option located within the Today tab or the Calendar section. Next, provide the necessary details for your shift and indicate whether it should be associated with an existing project or a new one. By selecting In New Project, a fresh project will be automatically generated along with this new shift.

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