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Shifts in Microsoft Teams is a schedule management tool that helps you create, update, and manage schedules for your team.
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Schedules - Create a schedule from scratch or import an existing one from Excel. A Shifts schedule displays days at the top while team members appear on the left. And if you're an owner of multiple teams, toggle between different Shifts schedules to manage them.
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Day Notes - Add notes to share important news and reminders for a specific day.
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Groups - Name a group like a job function or location to keep your groups organized. Then, add people to a group.
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Shifts - Choose a slot to assign a shift. Create it from scratch, or copy from an existing one — and don't forget to add activities like training or a specific task. Add open shifts to your schedule that anyone can request. If you need to review shift coverage, view your schedule by people or shift type.
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Requests - Review requests for time-off, shift swaps, or offers.
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Time Clock - Turn on Time Clock to let your team clock in and out of a shift with a mobile device. Enable location detection to ensure team members clock in from a designated work site.
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Share - As you edit a schedule, it'll save automatically but your team only sees the updates when you've shared it out.
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Export or Copy - Look at your schedule in a spreadsheet by exporting it to excel. If you need to re-use a Shifts schedule, copy it to the date range you want.
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With Shifts in Microsoft Teams, create a schedule and assign shifts to your team members.
Schedules and groups
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In Teams, select Shifts. You can:
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Select Create a new schedule to build one from scratch.
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Select View to work with a team's existing schedule.
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Select Add group to type in a name for your new group.
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Select Add to add team members to the group.
Added team members appear on the left of a Shifts schedule.
Add a shift
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Select More options > Add shifts.
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Add details to your shift like a theme color, start and end time, label, breaks, or notes.
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Select Add activity to include specific tasks, and then select Save.
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When you're done updating the shift, select Done > Save.
Copy a shift
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To copy, select More options > Copy. Or, press Ctrl + C.
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To paste, choose an empty slot and select More options > Paste. Or, press Ctrl + V.
Re-use a schedule
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Select Copy schedule.
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Choose a date range to copy from, and a date range to copy to.
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Select details to include in your copied schedule.
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Select Copy.
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To undo this action, select More options > Undo copy schedule.
Create an open shift
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To copy, select More options > Add open shift.
Note: If you don't see an open shift row in your schedule, go to Settings, and select Open shifts > On.
Share your schedule
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Select Share with team.
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Choose to send your schedule to your entire team, or just affected team members.
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Select Share
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Manage and view your team schedule with Shifts in Microsoft Teams.
View a schedule
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In Teams, select Shifts and choose a team. You can switch between different schedule views:
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Select Day to make sure there's no conflicts in a shift.
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Add Day notes that appear when you share the schedule with your team.
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Select Week to see everyone's hours at a glance.
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Select Month to view or schedule shifts bimonthly or monthly.
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Select View Options to view your schedule by different categories:
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Select People to see everyone's availability.
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Select Shifts to make sure you have enough coverage for a shift.
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Manage requests
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Select Requests.
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Select a request to review and then choose a response.
Manage team settings
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Select Settings.
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To turn on Time Clock, select Begin setup > Turn on.
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Select Schedule to return to your schedule.
Share a schedule
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Select Share with team to send out your updated schedule.
As you edit your schedule, your changes automatically save but your team won't see them until the schedule's shared out.
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Select Print to print it as a PDF.
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Select More options > Export schedule to export your schedule to Excel.
Toggle schedules
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Select Menu to toggle between different Shifts schedules in Teams.
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