All Collections
Scheduling
How to schedule shifts and activities
A guide to schedulingLearn the basic of how to schedule in Surfboard
How to use the auto-schedule shifts toolHow to automatically schedule the best shift for each agent
What is a conflict?Learn how to manage conflicts for time off or clashing shifts
Shift plans
How to build reusable shift patterns and round robins
How to use Shift PlansHow to plan fixed or rotating shift patterns using Shift Plans
Setting up shift patterns
Share shifts between surfers with Round Robins
Applying shift plans to the schedule
Activity plans
How to generate SLA hitting schedules
How to use Activity PlansA full guide on how to create an Activity Plan and apply it to the schedule
Previewing your Activity PlanPreviewing an activity plan
Scheduling breaksLearn how to automatically schedule breaks using Activity Plans.
Common use cases for activitiesFind the best way to schedule the most commonly use cases for activities.
Scheduling 'coverage' rulesLearn how to use the 'coverage' rule to schedule for coverage in Activity plans
Scheduling 'total hours' rulesLearn how to use 'total hours' rules in Activity Plans to meet a target time on activities
Scheduling 'fill shifts' rulesLearn how to use 'fill shift' rules in Activity Plans to easily fill time in shifts
Changing the priority of activitiesLearn how to further control your Activity Plans using priority order
Applying activity plans to the scheduleHow to apply your activity plan to the schedule