Schedule a Round

How to Schedule a Round

You can follow the text guide below or if you would like to see a more visual representation you can follow our Slideshow

  1. To schedule a Round, start from the Dashboard in the navigation menu on the left side of your screen.
  2. Once on the Dashboard, click on the button in the top right that says Schedule Round.
  3. Add a Title and any other information you desire in the top section of the ticket.
  4. Select a date and time window for the Round to begin on. 
  5. After this selection is made, you are able to choose how often this Round will repeat. There are several different selections available, as well as a custom option to create a repeating schedule that fits what you need. 
  6. You will also need to choose a Checklist and a Team or Member for the Round. 
  7. Once all fields are filled in click the Checkmark in the top right to save your changes.
  8. You have now created a new Round for your Organization!