Admin, Manager, Team Lead, or Standard role, depending on the task
- Use view and navigation shortcuts
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Admin, Manager, Team Lead, or Standard role
Or a custom role with View schedules set to Can view all agents' schedules - Use shortcuts that change events
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Admin, Manager, or Team Lead role
Or a custom role with Edit schedules set to Can edit all agents' schedules or Can edit schedules with custom permissions
Admins set roles and permissions in Manage team > Roles and permissions.
Use keyboard shortcuts to build and edit schedules on the Staffing timeline faster. Most actions, such as copying, moving, and deleting events, have a shortcut, and many buttons show theirs when you hover over them.
To use them, go to Schedule > Staffing timeline. On Windows, use Ctrl wherever this article says ⌘.
Open the shortcut list
To see every shortcut on the page, press ⌘ + / (or ?), or select Shortcuts (the keyboard icon) in the toolbar. Keyboard shortcuts for timeline opens, with shortcuts grouped under Event editing and General.
How shortcuts work
- Single-key shortcuts, such as D and W, are on by default. To turn them off, see Turn off single-key shortcuts.
- Changes you make with shortcuts aren’t saved until you select Save or press ⌘ + S.
Shortcuts for creating and editing events
| Shortcut | What it does |
|---|---|
| ⌘ + C | Copy the selected events. If you’ve selected events in more than one row, only the first row is copied. |
| ⌘ + X | Cut the selected events. All selected events are removed, but only the first row is copied. |
| ⌘ + V | Paste at the pointer. |
| ⌘ + S | Save your changes. |
| ⌘ + Shift + S | Publish a test schedule. Available on test schedules. |
| ⌘ + Z | Undo. |
| ⌘ + Shift + Z | Redo. |
| Enter | Add event detail in an open event dialog. |
| ⌘ + Enter | Save the open event, or submit the events in Add / edit events…. |
| ⌘ + click an empty cell (Mac) | Open Add / edit events… to add or edit all of that agent’s events for the day. |
| Esc | Close popups, clear your selection, or clear the clipboard. |
Shortcuts for selected events
| Shortcut | What it does |
|---|---|
| Shift + drag | Select several events. |
| ⌘ + click an event (Mac) or Shift + click | Add an event to your selection. |
| Delete or Backspace | Delete the selected events. |
| Left or Right arrow | Move the selected events by 5 minutes. |
| Shift + Left or Right arrow | Move the selected events by 15 minutes. |
Shortcuts for changing the view
| Shortcut | What it does |
|---|---|
| J | Previous time range. |
| L | Next time range. |
| D | Day view. |
| W | Week view. |
| T | Go to today. |
| Y | Go to this week. |
| F | Full screen. |
| ⌘ + = or ⌘ + - | Zoom in or out. |
| ⌘ + G | Search people. |
| Right-click or Ctrl + click | Open the menu of actions for an event or an empty cell. |
| ⌘ + / or ? | Open the shortcut list. |
Turn off single-key shortcuts
Single-key shortcuts (J, L, D, W, T, Y, and F) work anywhere on the page, even when the schedule doesn’t have focus, so you might press one by accident. To turn them off:
- Go to Configure > My settings and select the Preferences tab.
- Under Keyboard shortcuts, clear Enable single-key keyboard shortcuts on timeline.
- Select Save changes.
Shortcuts that use ⌘, Ctrl, or Shift keep working. To turn single-key shortcuts back on, select the checkbox again and save.