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Creating your first schedule on Coast

Follow the steps below to create your first schedule in Coast. While you can create a schedule on the mobile version, the desktop version allows you to create the schedule faster with a full weekly and monthly calendar, as well as a drag and drop functionality. Log into our desktop version.

Steps to create a schedule in Coast:

Mobile
Desktop
  1. From the home screen, click into the workspace named Scheduler. If you do not see this on your list, tap on the pencil icon in the upper right hand corner plus_primary__1_.png, click on New Workflow, and select Work Schedule Calendar.

    Note - Your Scheduler workspace may have a different name if you have renamed it.
  2. Once the Scheduler is opened, you can create a shift by clicking on the big plus button  plus_primary.png on the bottom right corner or by clicking on the + button next to any day. 
  3. Fill in the details of the shift and click create. The Start Date, End Date, and Name of the Shift are required to create a shift.

    TIP - Use the Roles field to categorize different shifts in your calendar.
  4. Once you have the schedule set for the week, you can duplicate it to any future date as you like.

  1. On left hand side, click into workspace named Scheduler. If you do not see this on your list, tap on the pencil icon in in the upper left hand corner Screenshot_2021-04-05_222104.jpg, click on New Workflow, and select the Work Schedule Calendar. 

    Note - Your Scheduler workspace may have a different name if you have renamed it.
  2. Once the Scheduler is opened, you can expand to a full weekly and monthly calendar by tapping on the arrow icon mceclip0.png on the top right corner. 
  3. On the left hand side of the calendar, choose "Select Grouping" and select Assignees. This will group your calendar by your Employees. mceclip1.png
  4. You can create a shift by clicking on the New button on the top right corner mceclip2.pngor by clicking on the + button on any day.
  5. Fill in the details of the shift and click create. The Start Date, End Date, and Name of the Shift are required to create a shift.

    TIP - Use the Roles field to categorize different shifts in your calendar.
  6. Once you have the schedule set for the week, you can duplicate it to any future date as you like.