Creating and modifying schedules

Use the Staffing timeline to build your team’s schedule event by event, and to adjust it at scale: select many events at once, copy a day or a whole row to other agents, or change the type of several events in one step.

To start, go to Schedule > Staffing timeline and choose the schedule you want to change in the Schedule filter.

How editing works

• Changes aren’t saved until you select Save, which shows how many changes you’ve made, such as Save 3 changes. You can also press ⌘/Ctrl + S.
• Undo and Redo, next to Save, step back and forward through your unsaved changes. You can also press ⌘/Ctrl + Z and ⌘/Ctrl + Shift + Z.
• If you try to leave the page with unsaved changes, Assembled asks first.
• If you view more than 7 days with more than 10 agents, the schedule is locked for editing. Filter to 10 or fewer agents to edit across a longer range.
• Events sit in layers: productive time at the bottom, then events such as breaks and meetings, then time off. Moving or deleting an event in a higher layer shows the events underneath.

Add an event

1. Drag across an empty part of an agent’s row, from the start time to the end time. Add a new event opens.
2. Choose the event type. To change the length, adjust the start and end times, or choose All day event or Full shift event.
3. Optional: enter a description.
4. Select Add event.

The event appears on the schedule, highlighted until you save. From Add a new event, you can also select Add recurring to turn the event into a recurring event, or Add people to add it for several agents at once.

Add or edit a full day for one agent

To add or change all of an agent’s events for one day in a single form, right-click an empty cell in their row and select Add / edit events…. On a Mac, you can also Cmd + click the cell.

You can move between fields with Tab and type times in short formats: for example, 9a for 9:00 AM, or 17 for 5:00 PM. Press ⌘ + Enter to submit.

Use a default event type

If you’re adding many events of the same type, choose it in Default event type in the filter bar. While it’s set, dragging across a row or selecting an empty cell adds an event of that type straight away, without opening Add a new event. To go back to choosing a type each time, clear Default event type.

Add an event for multiple agents

To schedule the same event, such as a team meeting, for several people:

1. Create the event for one agent, as in Add an event.
2. Right-click the event and select Add multiple agents. You can also select Add people in Add a new event before you add it.
3. In the form that opens, choose the agents to add the event for.
4. Select Save.

To copy a selection of events to several people, select the events, right-click an empty cell, and select Copy to multiple people.

Select and change several events

Select events

• Select by dragging: hold Shift and drag across the events.
• Add events to a selection: hold Shift or, on a Mac, Cmd and select each event. The events don’t need to be next to each other.

Select all events of one type

Right-click an event and select Select all events of type.

You can also right-click an empty cell and choose a type under Select all events to select it in that agent’s row, or under For all agents to select it for everyone shown.

Move, change, or delete a selection

• Move it: press the Left or Right arrow to move it by 5 minutes, or Shift + arrow to move it by 15 minutes. You can also drag it.
• Change its type: right-click and choose the new type in Update type.
• Delete it: press Delete or Backspace, or right-click and select Delete.

Copy and paste events

You can copy one event, a day, or a whole row:

• One event: right-click it and select Copy.
• Several events in a row: select them, then right-click and select Copy, or press ⌘/Ctrl + C.
• A whole day (Week view): right-click an event and select Copy day.
• A whole row: select the agent’s name, then Copy row.

To paste, right-click where you want the events and select Paste, or press ⌘/Ctrl + V at the pointer. Pasted events start at the cell you paste into and keep their position within it. For example, if you copy an event that starts at 12:30 PM and paste it in the 3:00 PM cell of another agent’s row, it starts at 3:30 PM. In Week view, pasting a copied day keeps its times: a day that starts at 8:00 AM on Monday starts at 8:00 AM on whichever day you paste it to.

To paste events at exactly the times they were copied from, select the agent’s name and then Paste row. A row copied with events at 4:00 AM and 2:00 PM pastes at 4:00 AM and 2:00 PM. In Week view, Paste row also keeps the days, so Monday’s events are pasted to Monday.

Use paste mode

When you copy events, you enter paste mode: you can select anywhere on the schedule to paste the copied events.

• To leave paste mode: right-click anywhere, or press Esc.
• To go back into paste mode: if your copied events are still on the clipboard, right-click and select Enter paste mode.
• To clear what you copied: right-click and select Clear clipboard.

Save or undo your changes

Important: Leaving the page or switching schedules before you save discards your changes.

1. Review your changes. New events are highlighted until they’re saved.
2. Select Save (for example, Save 3 changes), or press ⌘/Ctrl + S.

If someone else changed the same agent’s schedule while you were editing, you may see a warning instead. See Outdated schedule changes. To undo changes after you’ve saved them, use Scheduling history.