Allow multiple people to be selected / pinned in scheduling view on Staffing Timeline
complete
F
Flame Porcupine
There doesn't seem to be a way to pull up two specific people in the scheduling view at the same time manually without using filters.
If I search for one person, that's all I can see. Sometimes I need to schedule the same meeting or event for two or more people but have to open their schedules in multiple windows to compare them, if they aren't related by a skill or queue (which usually brings in way too many people).
The button for adding another person is right there, but it only allows you to add a new person from scratch, which I think, should be reserved for the People page.
Why not let this button allow you to manually filter multiple people in this view? Or add a little plus button next to the people search to add another person?
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M
Monica Rangel
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The Staffing Timeline now supports searching and selecting multiple agents. Previously, this search input only supported single agent lookups. Now, you can view specific subsets of agents rather than being limited to filtering by channel, site, etc.
Please reach out to Support if you have any questions or feedback!
M
Monica Rangel
Merged in a post:
Ability to Filter Multiple Agents by Name in Staffing Timeline
N
Nikki Gordon
Right now, the staffing timeline only supports searching for a single agent by name. It would be super helpful to have the ability to filter for multiple agents by name at once.
There are many scenarios where a client team needs to focus on a specific subset of agents across different teams or groups, and the existing filters don't always allow for that level of granularity.
A multi-agent name filter would streamline workflows and improve usability for team leads and workforce planners.
M
Monica Rangel
Merged in a post:
Add function to view multiple specific agents at once on the Staffing Timeline
U
Unexpected Fish
Add the function to view multiple agents at once on the Staffing Time Line using the search field. When clicking on Search, it only allows only the selection of 1 agent. It would be great to be able to select several agents at once to make updates and screenshot scheduled training time, etc. If the whole list of agents was visible when you click on search, you could select only the agents that you want to view.
M
Monica Rangel
Merged in a post:
Quick Search Multiple Agents - Staffing Timeline
F
Fun Emu
The ability to use the search bar to quick search more than 1 agent.
For example, quick search 'Jessica' and also quick search 'Bob' and view both their schedules as opposed to having to add other filters (e.g. channel, queue, team, site).
M
Monica Rangel
Merged in a post:
On staffing. Ability to select multiple specialists in the search by agent bar.
R
Remote Minnow
Currently you can select only 1. Would it be possible to be able to select multiple? This way we select the people we want and we only see their schedules. Currently we have filters, but if we wish to see 5 from a group of 30 this would make it easier.
Thank you!
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R
Russet Vole
Merged in a post:
Ability to pin agents on Staffing Timeline
G
Granite Crab
Sometimes WFM needs to make edits to a subset of agents that don't necessarily fall on the same site/team/queue etc. While it is possible to add an event to multiple agents' schedules at once, we want to be able to view the agents' schedules while making the edit, in case additional edits need to be made as a result of this event change.
P
Previous Squid
Commenting here to hopefully bump this back up, it would be great to have a checkmark on the side much like on the People page. For example, I'd like to be able to select 5 people from one queue, change my filter to another queue, grab 5 more, and then just view all 10 together.
W
Working Firefly
Merged in a post:
Staffing Timeline Agent View
Q
Quinacridone magenta Hare
When typing in a specific name in the "Search all agents" bar it will only let you populate one name at a time. Would there be an enhancement to let us view multiple agents this way. So if I type in one name it does not disappear from view when deleted it will stay and let us compile a list of specialists and there would be a "button" to clear names out of view once we no longer need to see. Like the screen shot attached. Showing agents on different schedules and in different specialization
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M
Monica Rangel
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Ability to multi-select agents on Staffing Timeline
Z
Zinc white Roadrunner
Allow the ability to view more than one agent at a time when manually typing in an agent's name on the staffing timeline. The use case for this would be assigning a "random" group of agents a meeting at a time that works for their schedule. Currently, we can't see a "random" assortment of agents together at once.
S
Silky Salmon
Or even being able to select specific agents in the staffing view similar to Aspect.
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