The team gantt chart view can be used to find open availability among team members and then slot those availabilities into a new job record. This can be done directly on the “Gantt View” on the Team Schedule page or while creating a new job record and clicking the “Find Availability” button near the date/time selector. We’re going to show you how to leverage the Gantt View on the Team Schedule to schedule jobs during available time slots.
1) Open the ‘Gantt View’ on the Team Schedule page
2) Once you have found open availability for your team members, click the team members’ names from the left column
The selected team members’ rows will be highlighted in blue to indicate they have been selected.
3) Select the time slot that you wish to use as the start time for the job record and click the top of the time grid
Note that you can only select the start time and it defaults to a 1 hour duration, which can be edited on the job record form.
4) Once you’ve selected the team members and time slot you’d like to schedule the job, click the Green Action Button in the upper right corner
A new job record form will open with those team members and the timeslot automatically inserted. From there, simply fill out the remaining fields and edit the assignments as necessary.