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����ɫ��Ƭ brings the most powerful set of resource management features together in one place to make scheduling your team’s time faster, easier, and more efficient.

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If you're new to resource management software and trying to figure out where ����ɫ��Ƭ fits into your existing workflows and tools, we've got you covered!

We know you're probably already using other apps to manage your projects, and we're not here to replace them. ����ɫ��Ƭ works with your current suite of tools—including calendars and project management apps—to give you a combined, bird's-eye view of your people, projects, tasks, and time.

This guide will walk you through the steps to make ����ɫ��Ƭ your single source of truth. Once you're set up, you can manage your team's workload more efficiently, plan projects faster, and keep everyone in sync effortlessly.

Centralize your people and their time into one live schedule view

After you’ve , you can set their availability at both the team and individual levels. No more searching through multiple tools and resource calendars to confirm availability or wondering why someone isn’t online today. For a single, accurate view of your team’s capacity, check the schedule in ����ɫ��Ƭ!

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Pro tip: Combine available working hours, time off, and calendar events for a clear picture of capacity

• Set everyone’s regular , whether they’re full- or part-time, or work a staggered schedule. Forward plan by applying availability changes from a future date onward.
• Manage time off in the same place you plan work—add it straight to the schedule or enable an approval workflow. You can and time off policies to fit your organization—schedule specific to each person’s location and team holidays that apply to everyone.
• Complete your view of scheduled time by importing calendar events directly to ����ɫ��Ƭ. Connect your or calendar and encourage your team to do the same. Any changes made will update in ����ɫ��Ƭ and vice versa!

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Plan projects and track progress with ease

With your people added and their availability set, it’s time to plan your projects. ����ɫ��Ƭ helps you match tasks to team members with the right skills and capacity to deliver projects on time and within budget.

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Pro tip: Create and manage project plans with visual timelines, and fast bulk edits

• and tasks via CSV or your project management tool and sync them to the schedule. You can also from scratch in ����ɫ��Ƭ.
• Break projects and budgets into smaller , and mark important dates with . If the plan changes, you can quickly shift project timelines using .
• Track budget spend through that combine time logged on a project with each person’s hourly rate.

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Assign sustainable workloads for happier teams

As you begin scheduling tasks for your team, keep an eye on how planned work impacts capacity and utilization rates. ����ɫ��Ƭ makes it easy to track who’s working on what and when—removing the risk of double handling, overbooking, and overtime.

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Pro tip: Optimize how work is assigned on your team’s schedule

• Avoid with indicators that glow red when someone’s over-allocated.
• See a tally of scheduled vs. available hours across the team or per person. You can to assign work to those most available.
• to adjust its duration or redistribute work to another team member with a simple drag-and-drop.
• to compare estimated vs. actual time to complete tasks. Plan future tasks with a better understanding of your team’s true capacity.
• Add to forecast capacity and plan for new hires.

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Personalize your team’s schedule access and notifications

Now that your people and projects are all in one place, you can set account permissions and invite your team to log into ����ɫ��Ƭ. Team members can consult the schedule to plan their time off around the team’s availability, send @mention notifications on tasks, or log their hours.

Automated individual and team notifications can also provide updates outside ����ɫ��Ƭ without searching for them.

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Pro tip: Keep your team in sync, wherever and whenever work gets done

• Receive schedule update notifications in , email, or push notifications via the . Everyone can set individual preferences on when, where, and how often to receive notifications.
• so team members can see and edit only what they need to while keeping sensitive information (like project budgets and hourly rates) hidden.
• Add unlimited guests for free. Guests can view or edit the schedule without appearing on it themselves. Or share a to the schedule for visibility without logging in.

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With your team’s availability set, projects mapped, permissions added, and notifications calibrated, ����ɫ��Ƭ is ready to go! It’s time to log in and start scheduling.

Be sure to contact our friendly support team if you have any questions. We’re here to support you!

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Book a 1:1 call with a ����ɫ��Ƭ expert

Chat with one of our friendly experts to find out how ����ɫ��Ƭ can help your team plan and track time.

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