English 
Español 
Português 
Deutsch 
Français 
Italiano 
日本語 
中文 
हिन्दी 
עברית 
العربية 
한국어 
Nederlands 
Polski 
Türkçe 
Українська 
Русский 
Magyar 
Română 
Български 
Čeština 
Ελληνικά 
Svenska 
Dansk 
Norsk 
Suomi 
Bahasa Indonesia 
Tiếng Việt 
Tagalog 
ไทย 
Latviešu 
Lietuvių 
Eesti 
Slovenčina 
Slovenščina 
Hrvatski 
Македонски 
Қазақша 
Azərbaycan 
Afrikaans 
বাংলা Marks are custom colored labels created at the project level and attached to shifts and employees (via the Scheduled Team Members tab when editing a schedule). They are used for categorization and filtering — marks are not a module.
How Marks Work
Marks are created in project settings (Projects → select a project → Marks → + Add mark → name + color → Save). Each project has its own set of marks.
Marks are attached to:
– Shifts — when creating or editing a shift (Marks field)
– Employees — via the Scheduled Team Members tab in the schedule editor
A single shift can have multiple marks. No paid module is required for basic mark usage.
Purposes:
1. Categorization — visually identify the type of work (branch, department, location, special instructions)
2. Filtering — filter shifts on the schedule calendar by mark type
For full activity tracking (templates, Activity Report), the Activity module ($0.50/employee/month) is required.
Configuring Mark Permissions for Employees
By default, only managers and administrators can add marks. To allow employees:
| Setting | Description |
|---|---|
| Allow employee to add/delete marks on shift | Employees can add and remove marks on their shifts |
| Allow an employee to edit marks on their shifts | Employees can edit existing marks on their shifts |
After saving, employees need to log out and back in for changes to take effect.
Adding Marks to a Shift
As a Manager
Or when editing a shift: click the shift → Editing tab → Marks field.
As an Employee
If the permission is enabled: open the shift → Marks field → add or remove.
Assigning Marks to Employees in a Schedule
Marks assigned at the employee level in the schedule are applied to their shifts in that schedule.
Using Marks in Filters
On the Schedule page → Filters (left panel) → Select shift marks → choose the mark to filter by.
On the Activity page → Marks filter → select marks to display only matching activities.
Marks and Pay Rates
Marks are a categorization and filtering tool. They do not affect salary calculations and are not linked to rate multipliers. For rate configuration, use Salary Settings.
Marks vs Activity Types
| Feature | Description | Module required |
|---|---|---|
| Marks | Simple labels on shifts | None |
| Activity types | Tasks with scheduling, distribution, and tracking | Activity ($0.50/employee/month) |
Related Articles
FAQ
Q: Where do I create marks?
A: In the project settings: Projects → select a project → Marks section → + Add mark. Each project has its own set of marks.
Q: Can employees add marks through the mobile app?
A: Yes, if the permission is enabled in Basic Company Settings.
Q: Do marks appear in reports?
A: Yes. With the Activity module active, the Activity Report includes mark-based breakdowns.
Q: Is a paid module needed for basic mark usage?
A: No. Attaching marks to shifts is a free feature. For activity templates and Activity Report, the Activity module ($0.50/employee/month) is needed.
Q: How do I delete a mark that is no longer used?
A: Projects → select the project → Marks section → delete the mark. Deleting marks that have already been used on shifts may affect reports.
Q: Can I add a mark to multiple shifts at once?
A: Yes. Schedule → Actions → Bulk Shift Actions → Edit → Add a mark — select the mark and employees.
Q: Are marks visible in the mobile app?
A: Yes. Employees see marks on their shifts in the mobile app.
Q: Can multiple marks be attached to one shift?
A: Yes. The Marks field in the shift edit form supports multiple selection.
Q: Can I link a mark to a pay rate multiplier?
A: No. Marks are a categorization and filtering tool and do not affect salary calculations. Rate multipliers are configured in Salary Settings.
Q: Are marks visible only to managers, or to employees too?
A: Employees see marks on their shifts. They can add and edit marks only if the permission is enabled in Basic Company Settings.
Q: How do I filter shifts by mark on the schedule?
A: Schedule → Filters (left panel) → Select shift marks → choose the desired mark.
Q: Can I remove a mark from multiple shifts at once?
A: Yes. Schedule → Actions → Bulk Shift Actions → Edit → Remove a mark — select the mark and employees.
Q: Is there a limit to the number of marks per project?
A: No. You can create an unlimited number of marks for each project.
Q: Are marks from one project visible in another?
A: No. Each project has its own set of marks. Marks do not transfer between projects.