The Staff Planner gives you a view of your whole team side by side, so you can see who is busy, who has room and where to slot new work. It is the easiest way to keep the workload fair and make sure jobs land with the right people. Here is how to plan your team.
Open Staff Planner from the CRMit menu. It lays out your team with their scheduled work so you can plan across everyone at once.
Look across the planner to see what each team member already has booked in, and how their time is filling up.
Find the gaps where people still have time available. These are where new jobs and tasks can go without overloading anyone.
Assign work to the people who have room for it, matching the job to the right person and time.
Even things out so no one is stacked up while others sit idle. Move work around until the plan looks fair and realistic.
Tip: Check leave before assigning big jobs. Spotting who is off in advance saves reshuffling the plan later.
With the team planned, drill into a single day and keep leave in view.
Book a quick demo and we will walk you through planning your team and balancing the workload.