Scheduler

Scheduler modal improvements

Small but impactful changes to two modals within the scheduler — reducing the number of required interactions and letting data drive the defaults.

Add allocation

Users were required to manually complete every field in the Add Allocation modal before an allocation could be created — increasing time-to-create and the chance of drop-off.

What Changed

Three smart defaults remove friction from the required fields. The allocation name pre-fills as "New allocation" with the field pre-selected — so users can type a custom name immediately without clearing anything first. Make time billable is automatically enabled, reflecting the most common allocation type. Users can now open the modal and create an allocation without interacting with any field.

Before

After

Add unavailable time

When blocking out unavailable time, users were expected to manually select a reason from a dropdown — with Paid Time Off buried lower in the list despite being the most commonly selected option.

What Changed

Usage data showed Paid Time Off was the most selected option by a significant margin. It was set as the default, removing the need for the majority of users to interact with the dropdown at all.

Before

After