Scheduling time off
The Time Off project lets you schedule time off for your team. This can include vacation days, holidays, sick days, doctor’s appointments, or any other time out of the office. Scheduled time off will show in the heat map on the Team view. If the person is off for the whole day, it will show in other projects on the Projects view.
You can schedule time off for an individual or for the entire company.
Note: The Time Off project cannot be archived or deleted.
Scheduling time off for one person
- Head to the Schedule, then click Projects to see the Projects schedule.
- Use the Day view to schedule time off for single days at a time. If you want to schedule full weeks or months at a time, switch to the Week or Month view.
- Click the expand arrow that appears to the right of Time Off. If the arrow points up, the view is already expanded.
- Click into the Assign person dropdown menu or click directly on the timeline to add time off for someone.
- If the person is not off the whole day, un-check the All day option and add the number of hours that person is off.
- Confirm your dates and add any notes for the assignment.
- Click Save time off.
Company-wide time off
If the whole team is off for a given timeframe, you can add a time off assignment for everyone:
- Head to the Schedule, then click Projects to see the Projects schedule.
- Click the expand arrow that appears to the right of Time Off. If the arrow points up, the view is already expanded.
- Select Everyone in the Assign person dropdown.
- An Everyone assignment will add time off for everyone in the company at once, with the exception of Placeholders.
- If the team is not off for the entire day, un-check the Everyone is off all day option and add the number of hours instead.
- Confirm your dates and add any notes.
- Choose whether you’d like the assignment to repeat.
- Click Save time off.
Note: A company-wide time off assignment can only be edited from the Projects view, and not on a per-person basis.
Editing and deleting time off
- Head to the Schedule, then click Projects to see the Projects schedule.
- Click the expand arrow that appears to the right of Time Off. If the arrow points up, the view is already expanded.
- Click on the Time Off assignment to open the edit form.
- Make any necessary changes, then click Update. Or:
- If you’d like to delete the assignment, click the Delete option in the lower right hand corner. Deleting is permanent and there’s no undo.
- If you’d like to move the time off to another person, select the team member from the Person dropdown menu and click Update to save your changes.
Note: You can also add or edit assignments to the Time Off project from the Team schedule. You can get there by going to the Schedule, then clicking the Team button in the top left of the page.