Workflow Playground

Manage team shifts from a single workspace. The Workflow Playground combines the shift list, visual builder, calendar, templates, and reports.

Terminology

In this area, Shift and Workflow refer to the same object. Most of the current UI uses Shift, but some dialogs still use the older Workflow label.

What You See

The page is organized into four tabs:

• Team Shifts - Browse existing shifts, create new ones, and manage status
• Calendar - See scheduled occurrences generated from each shift's recurrence settings
• Shift Templates - Manage saved templates and share reusable patterns
• Reports - Review execution history, status trends, and team activity

When you open a specific shift, the page switches from the list into the visual builder for that shift.

Creating A Shift

1. Open the Team Shifts tab.
2. Click Create Shift.
3. Complete the creation stepper:
   • Information
   • Schedule
   • Time
   • Review
4. After creation, the builder opens so you can add steps, connections, and detailed logic.

Current behavior to know:

• The dialog title may still say Create New Workflow
• Template selection is not part of the current creation stepper
• Employee assignment and detailed workflow design happen in the builder, not in the stepper

Managing Shifts

From the Team Shifts tab you can:

• Open a shift in the builder from the card action
• Use the card menu to view details, edit metadata, duplicate, enable or disable, or delete
• Select multiple shifts for bulk enable, disable, or delete actions
• Watch plan usage from the shift usage indicator

In the current UI, the main open-builder button is labeled Preview on the card even though it takes you into the full editor.

Using The Builder

The builder is the main place for designing and refining a shift.

• Drag steps onto the canvas and connect them visually
• Edit shift name and description from the builder controls
• Save manually with the top-bar save button
• Use the settings popover for options like auto-save and auto-connect
• Use keyboard shortcuts, undo, and redo while editing
• Load a template into the current shift or save the current shift as a template

For the best editing experience, use a desktop or tablet. The UI shows a mobile hint inside the builder for smaller screens.

Scheduling And Time Rules

The creation flow and shift settings support:

• One-time, daily, weekly, biweekly, monthly, and yearly recurrence
• Start and end dates for recurring shifts
• Day selection for recurring patterns
• Time restrictions and shift timing rules
• Timezone-aware scheduling when needed
• Location metadata including location tags and custom labels

The initial stepper captures setup details, but the builder remains the main surface for continuing configuration after the shift is created.

Templates

The Shift Templates tab currently focuses on saved and managed templates.

You can:

• Search templates
• Filter by category and difficulty
• Edit template settings
• Share templates
• Delete templates if you have permission

You can also work with templates directly from the builder:

• Load Template replaces the current canvas with a selected template
• Save as Template stores the current shift as a reusable template

Starter templates may also appear through template pickers and template routes. The main Templates tab currently emphasizes managed templates rather than a separate quick-start gallery.

Calendar

The Calendar tab helps you inspect when shifts occur based on their recurrence settings.

Use it to:

• Browse scheduled occurrences by date
• Search by shift name
• Filter by recurrence type
• Spot coverage patterns across the month

Reports

If you have report permissions, the Reports tab shows team execution data and recent history.

This area includes:

• Status charts
• Team activity charts
• Recent execution history
• Search, status, and date-range filters
• Execution detail views for individual runs

If you do not have access, the tab shows an access-restricted state instead.

Safety Features

• Unsaved changes protection while editing in the builder
• Plan limit visibility through usage indicators
• Permission-based access for reporting and template management

Common Questions

Why do I see both "Shift" and "Workflow"?

They refer to the same object in this area. The interface is still finishing the move toward the word Shift.

Why does the button say "Preview" if it opens the editor?

In the current UI, that action opens the full builder even though the label still says Preview.

Where do I start from a template?

Use Load Template in the builder, or open templates from the template tools available in this area. The main Templates tab is centered on saved templates rather than a separate quick-start gallery.

Why does the create flow feel lighter than the builder?

The stepper is for initial setup. The full shift design happens after creation inside the builder.