Setup Guide

Start from a preset, import your current data, or build your own setup step by step.

First-run setup

Create your shift scheduling setup

Pick a starting point, name the workspace, and load the right terminology, defaults, and starter data in one step.

Operations team

Balanced weekly shift staffing for support, floor operations, leads, and on-site work.

Product: ShiftDraft Operations

Tagline: Plan weekly shift coverage across support, operations, and field work.

Terminology: Team members, Roles, Templates

Default hours: 06:00 - 23:00

Example roles

SupportOperationsLeadField

Preset shape

Balanced weekly staffing

Mixed desk and field coverage

Lead oversight on close

Guided onboarding

Build your setup step by step

This path gets a new workspace from zero to a real schedule without opening five different pages.

0 of 5 onboarding steps done

Set the workspace name and the labels you want to use.

Step 1: Name the workspace

Pick the names this team will see throughout the app.

Recommended path

Launch a scheduling foundation

1 of 5 setup steps done

Next up: Roles.

Preset starter

Load sample shift data

Start from a sample setup that matches how your team works, then edit from there.

Operations team

Balanced weekly shift staffing for support, floor operations, leads, and on-site work.

SupportOperationsLeadField

Support desk

A queue-and-escalation workflow for customer support and service response teams.

InboundEscalationsLive ChatQA Lead

Field service

A starter for dispatch, site visits, installations, and mobile operations coverage.

DispatchInstallServiceCrew Lead

Fast food drive-thru

A restaurant starter for drive-thru rushes, front counter coverage, kitchen prep, and shift lead handoff.

Drive-ThruFront CounterGrillPrep

Retail store

A starter for store open, floor coverage, fitting rooms, stock work, and closing leadership.

Sales FloorCash WrapStockLead

Migration

Bring forward your current data

Import an existing local backup, then refine naming, terminology, and defaults from settings.

Clear preset data

This resets the workspace to a blank setup and removes all current roles, team members, templates, and schedules.

Your workspace name, product name, and tagline will stay in place. Everything else in this browser will be replaced.