Shift - Interface Introduction of SHIFTS Tutorial

In this video, you will learn about the interface introduction of shifts in Microsoft Shift.
The video covers the basics of Shifts and its integration with Microsoft Teams.
It explains how to create and organize a group, create and manage a schedule, and handle specific settings.
You will also learn how to manage requests for holidays and leaves of absence, use the mobile app with Teams, inform your team about changes, and print a schedule.
Understanding the interface of shifts will help you efficiently manage schedules and collaborate with your team.

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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on how to navigate and utilize the Shifts app within Microsoft Teams, focusing on downloading, scheduling, and managing team visibility effectively.

Chapitres :

Introduction to Shifts in Microsoft Teams
The Shifts app in Microsoft Teams is designed to help manage team schedules efficiently. This guide will walk you through the steps to download and utilize the app, ensuring you can access and modify your team's schedules with ease.
Downloading and Installing Shifts
To download and install the Shifts app, follow these steps: - Navigate to the left side of your Teams app. - Locate the three dots (more options) in the menu. - Click on the dots to find the option to download and install Shifts. Once downloaded, if the app is not pinned to your toolbar, right-click on the Shifts icon to pin it for easy access.
Navigating Your Schedule
After opening the Shifts app, you will see your schedule displayed on a weekly basis. Within the app, you can: - Check your current schedule. - Request modifications to your schedule. - If you are a manager, adjust the visibility settings for your team members' schedules.
Changing the View
The Shifts app allows you to customize how you view your schedule. You can switch between: - Weekly view - Daily view - Monthly view This flexibility helps you manage your time more effectively.
Using Filters for Better Management
To further refine your schedule view, utilize the Filter option. This feature enables you to: - Check for scheduling conflicts. - Filter schedules by group member. - Temporarily hide groups that are not relevant at the moment. These options enhance your ability to manage your team's availability.
Quick Access to Team Information
The Shifts app also provides quick access to essential team information. You can easily view: - Team members' schedules. - Other relevant details that assist in managing your team effectively.
Conclusion
In summary, the Shifts app in Microsoft Teams is a powerful tool for managing team schedules. By following the steps outlined in this guide, you can efficiently download, navigate, and customize your scheduling experience, ensuring better organization and communication within your team.

FAQ :

How do I download and install Shifts in Microsoft Teams?

To download and install Shifts, navigate to the left side of your Teams app, click on the three dots, and select Shifts from the menu toolbar.

What can I do with the Shifts app?

With the Shifts app, you can view your schedule, request modifications, and if you are a manager, adjust what your team members can see.

Can I change the view of my schedule in Shifts?

Yes, you can change the view of your schedule from weekly to daily or monthly within the Shifts app.

How do I filter my schedule in Shifts?

You can use the Filter option in the Shifts app to check for schedule conflicts, filter by group member, or temporarily hide groups you are not interested in.

Is there a way to quickly view team members in Shifts?

Yes, the Shifts app provides a quick view of your team members and other relevant information.

Quelques cas d'usages :

Managing Employee Schedules

A manager can use the Shifts app to create and modify employee schedules, ensuring that all shifts are covered and conflicts are resolved efficiently.

Requesting Shift Changes

Employees can utilize the Shifts app to request changes to their schedules, making it easier to communicate availability and manage personal commitments.

Monitoring Team Availability

Team leaders can quickly check the availability of team members through the Shifts app, allowing for better planning of projects and tasks.

Conflict Resolution

Using the Filter option, managers can identify and resolve scheduling conflicts among team members, ensuring smooth operations.

Long-term Scheduling

Organizations can leverage the Shifts app for long-term scheduling strategies, allowing for better resource allocation and planning for peak times.

Glossaire :

Teams app

A collaboration platform developed by Microsoft that integrates workplace chat, meetings, notes, and file sharing.

Shifts

A feature within Microsoft Teams that allows users to manage schedules, track shifts, and communicate with team members regarding their work hours.

Navigation bar

A user interface element that allows users to navigate through different sections or features of an application.

Menu toolbar

A horizontal bar in an application that contains buttons and options for user actions.

Pinning

The action of fixing an application or feature to a specific location in the user interface for easy access.

Schedule

A plan for carrying out a process or procedure, listing the times at which certain events are intended to occur.

Parameters

Variables that define the limits or boundaries of a system's operation, such as what information users can access.

Filter option

A feature that allows users to narrow down displayed information based on specific criteria.

Conflict in terms of schedule

A situation where two or more scheduled events overlap, causing a potential issue for resource allocation.

Group member

An individual who is part of a team or group within an organization.

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By using your navigation bar

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to the left of your Teams app,

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you will find the three dots who will

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allow you to download and install

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Shifts on your menu toolbar in Teams.

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Once you have downloaded it,

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if you have not pinned it into the

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bar, we recommend you to use the

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right click button to do so.

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After opening the app, the system

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will show you your schedule on

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a weekly basis. Once you are in the app,

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you can find the options

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to check your schedule,

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see or request any

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modification on your schedule,

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and if you're the manager

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you can change the parameters of

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what the workers can see or not.

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Moreover, the system allows you to

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change the view from a weekly one to a

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daily or monthly one.

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You can go further into the research

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and change the layout of your

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Shifts by using the "Filter" option.

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It will allow you to check as well if

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there is a conflict in terms of schedule,

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filter per group member,

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or temporarily remove the group you are

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not interested in seeing at that moment.

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Furthermore, if you need

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to have a quick view of the

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people on your team or any other

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information, the system has you covered.

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