Activity Plans

Activity Plans let you schedule your team’s time in different ways, so you can quickly and easily adapt the schedule to suit your priorities and needs.

Set the priorities and the coverage or time needed for each of your channels and tasks, like phone, email or chat, then let Surfboard automatically schedule for you. Activities are fairly distributed amongst your team, keeping your team happy and your channels well-staffed.

Create as many Activity Plans as you need to be used and reused. Whether it’s extending your opening hours for peak times, dealing with absences, or handling a flurry of unexpected phone calls. Once applied to the schedule, the Activity Plan will generate fair intraday schedules for all surfers on shift to meet the rules you created.