Organize your workplace

Once your Location and Resources are set up, organize them so people can quickly understand what is available and find the right Resource for their needs. The shared Tags, Zones, and Floor Plans pages explain the universal rules; this guide focuses on using them together in Skedular Teams.

1. Start with clear Resource information

Open Locations, select the relevant Location, and choose Manage Resources. Review each Resource’s name, type, and the details shown in its settings; capacity is available where that Resource type supports it. Use names that distinguish similar Resources before adding extra organization. Tags and Zones should make clear information easier to use, not compensate for unclear Resource records. See Resources for the shared model.

2. Add useful Tags

Create and manage custom Tags from the Organization’s Tags administration area. When editing or adding a Resource, use its Tags field to assign administrator-defined attributes that help people recognize it, such as Monitor, Standing desk, or Accessible. Tags are optional; see Tags for the canonical rules.

3. Group Resources with Zones

Create Zones for meaningful areas of a Location, then assign Resources to them from the Resource’s Zones field. A Resource can belong to multiple Zones when that reflects how your workplace is organized. Use names people understand, such as a floor or wing, rather than internal shorthand. See Zones for the shared behavior.

4. Add a Floor Plan when visual navigation helps

From the Location’s Floor Plans section, add a Floor Plan, give it a name, and upload the image you want to use as its layout. Place the relevant Resources on the plan, then drag them to new positions when the workplace changes. Floor Plans are optional; they are most useful when people benefit from seeing where Resources are physically located. See Floor Plans for the full workflow and rules.

5. Check the discovery experience

Review the Location’s Resource list and the views your workplace uses to choose Resources. Confirm that names are understandable, assigned Tags and Zones are correct, and any Floor Plan shows Resources in the right places. Ask whether someone who did not configure the workplace could identify and choose the right Resource before creating a Booking.

Tags, Zones, and Floor Plans solve different organization problems: Resource details explain what something is, Tags describe useful attributes, Zones provide grouping, and Floor Plans provide visual context. Use only the tools that improve your workplace. These tools help organize your existing Resources; they do not replace the Location and Resource setup described in Set up your workplace.