Future Activities

It is important to note that scheduling meetings on future days may get overwritten. This can happen when generating a new schedule on a day that you scheduled a meeting.

Future activities help address this by allowing users to schedule and manage upcoming tasks in a more efficient manner. When generating a new schedule, the automatic schedule generator usually does not overwrite existing future activities. This ensures that your planned activities remain intact.

When using the partial-day future activity, keep in mind:

  • Open shift activity: The future activity always takes precedence and is not be overwritten.

  • Closed shift activity:

    • The activity with the higher priority takes precedence.

    • If the shift activity is of Break or Lunch type, and the shift and future activities have the same priority, then Break or Lunch type is given preference.

    • If the shift activity is not of Break or Lunch type, then future activity is given precedence in case of equal priorities.

Ideal times to use future activities are when:

  • You have already generated a schedule and don't plan to regenerate it.

  • You have not generated a schedule yet.

Use the automatic schedule generator when you have already created a schedule and plan to regenerate it.

Once generated, these future activities can only be edited or deleted using Schedule Manager.

To schedule a future activity:

  1. Click the app selector icon of app selector and select WFM.

  2. Click Schedule Manager.

  3. Click Settings image of action icon and select Future Activities.

  4. Select the Activity, and set the Duration.

  5. Choose the Start Date and Time for the meeting, and define the Time Zone.

  6. Select Repeat to set recurring meetings.

    1. Select the Frequency. It can be Once, Daily or Weekly.

      If you select a recurring meeting, you'll receive an email when scheduling is complete.

    2. Select the recurrence pattern and End date. Meeting end date cannot be more than 3 months from the meeting start date.

  7. Click Settings and select the employees for whom you are creating the activity.

  8. Click Schedule. The activity will be added to the employees’ schedules.