How to Schedule a RoundYou can follow the text guide below or if you would like to see a more visual representation you can follow our Slideshow
- To schedule a Round, start from the Dashboard in the navigation menu on the left side of your screen.
- Once on the Dashboard, click on the button in the top right that says Schedule Round.
- Add a Title and any other information you desire in the top section of the ticket.
- Select a date and time window for the Round to begin on.
- 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.
- You will also need to choose a Checklist and a Team or Member for the Round.
- Once all fields are filled in click the Checkmark in the top right to save your changes.
- You have now created a new Round for your Organization!