Shift Planning with SharePoint Planner Webpart

Easily see when a shift is understaffed:

SharePoint Planner Web part, shift planning indentfy understaffed shifts

Or when a staff member is overstretched:

SharePoint Planner webpart shift planner, indentify over worked staff

Clearly mark different shifts using color coding:

SharePoint panner webpart shift planning, color code shifts

Display the time period that is most relevant to you:

Sharepoint planner webpart shift planning, focus on relecant time period

and easily print out shift plans for display on staff notice boards:

Sharepoint planner webpart shift planning print for easy reference

Set up Planner Webpart for Shift Planning


sharepoint planner webpart shift planning define planner source

To set up SharePoint Planner webpart for shift planning you should choose the By Category Planner Style.

For the Category for your view you need to choose whichever field has the names of the staff members who will be assigned to each shift.

Check the Split Multiple Values box, so that if you wish to create a list using one list item, with multiple staff members assigned, each staff members shift assignments will be shown on a separate lne in Planner.


SharePoint planner webpart shift planning define time period

Choose the time period that you want to view - we have chosen a Monday to Friday week, but you could choose to focus on a month, a year or a day.

Remember, whatever period you set as the default view, you can always use the arrow zoom keys in the planner view to look at other periods.

SharePoint planner webpart shift planning set color coding

Finally set up your Color Coding. Not forgetting to add a legend at the bottom of the Planner.

Try it for free today!

SharePoint Planner Webpart Download

Back to the Planner Home Page