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Plan your first week

Create a shift, assign someone, and see status move. That is the core planning loop.

Outcome

You understand how a shift goes from create to assign to confirm in Gig-a-tronic.

Who it's for

Planner / admin

Prerequisites

  • Company setup completed
  • At least one client and one person

Steps

  1. Open Planning (Shifts) from the main navigation.
  2. Create a shift with date, time, client, project, and service.
  3. Assign someone who is available, or use Smart Assign. It uses availability and requirements. You confirm.
  4. Watch status move as people confirm and work progresses.
  5. Use Overview to see what still needs your attention.
  6. When work is done, approval is what invoicing expects next.

Go deeper

Need every click path and screenshot? Open the matching Help Center guide, or book a conversation.

Visuals

Shifts: pick client and project, then plan.

Shifts: pick client and project, then plan.

Pending actions: gaps and approvals waiting on you.

Pending actions: gaps and approvals waiting on you.