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How to Plan and Schedule Tickets

Visually plan and coordinate your team's work using the Ticket Calendar.

How Do I View My Team's Schedule?

Open the Tickets tab (at company or site level) and switch to the Calendar view. You'll see all tickets that have a Planned Date, displayed on a calendar.

Choose the view that fits your planning needs: Month, Week, Work week, or Day.

How Do I Schedule and Adjust Tickets?

Schedule unplanned work: Drag tickets from the unplanned-tickets panel onto the calendar.

  • Drop on a day (Month view) → schedules during business hours (8am–6pm)

  • Drop on a specific time (Week/Day view) → creates a one-hour slot

Reschedule a ticket: Drag the calendar event to a new date or time. The duration stays the same.

Change duration: Drag the edge of a calendar event to make it longer or shorter.

How Do I Create a Ticket for a Specific Date?

Click an empty slot on the calendar. A new ticket form opens with the Planned Date prefilled. You can adjust the date before saving.

How Do I See Each Team Member's Workload?

Group the calendar by Assignee to display a separate calendar for each person. This helps you spot overloaded schedules and balance work across the team.

When the calendar is grouped by assignee, creating or dragging a ticket into someone's lane automatically assigns the ticket to that person.

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