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Scheduling
How to schedule shifts and activities
22 articles
A guide to schedulingLearn the basic of how to schedule in Surfboard
How to 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
How to use a Round RobinLearn how Round Robins work and how to use them
How to add a Shift Plan to the schedule
Activity plans
How to generate SLA hitting schedules
How to use Activity PlansHow to schedule activities and breaks using Activity Plans
Using preview mode for Activity PlansUnderstanding preview mode and how to use it
Common use cases for break or activity rulesTop tips for creating rules in Activity Plans
Changing the priority of activitiesLearn how to further control your Activity Plans using priority order
How to add an Activity Plan to the scheduleHow to apply your activity plan to the schedule