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How to edit the details of a created schedule or automate schedule creation and publication?

Update schedule details | Change published schedule | Modify shifts in schedule

Written by Ethan

Managing and Automating Schedules

šŸ”’ Administrative Access: The following configurations are exclusive to Team Administrators.

How to Rename a Schedule

  1. Go to your Team Calendar.

2. Select the schedule you want to rename (for example, "February 1-28").

3. Click the three dots next to "Schedule details" and select "Edit Schedule Details".


Supercharge Your Automation

Inside the Edit Schedule Details window, you can set your schedule to be automatically created and published at specific times.

Enabling this feature unlocks a much higher level of automation:

  • Hands-Off Generation: Mesh AI will automatically generate your empty schedules from existing templates.

  • Auto-Scheduled Blocks: The platform will automatically trigger the auto-scheduler for each new scheduling period or block.

  • No Manual Triggering Required: You won't have to manually build shift lists or initiate the scheduling engine every single month.


Viewing Details and Reverting to Drafts

  • Locating Details: All core details of your current schedule are neatly organized on the left side of the calendar display.

  • Returning to Draft Mode: If you need to make major adjustments to a live calendar, you can always click "Unpublish Schedule" to safely take it back into draft mode.

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