Efficient scheduling is crucial for Managed Service Providers (MSPs) using TechAlign to streamline technical alignments and QBRs. Coordinating your team’s tasks and ensuring timely follow-ups minimizes delays and maximizes client satisfaction. This guide explains how to use the unified calendar, automate reminders, and manage team collaboration—all with TechAlign’s intuitive features.
Using TechAlign's Unified Calendar
The unified calendar in TechAlign centralizes all upcoming assessments, QBRs, and meetings. To get started, access the Calendar tab from your dashboard. Review scheduled events across your organization and easily identify team availability for efficient coordination. Use filters to view by project, team member, or client, ensuring seamless scheduling and resource allocation.
Scheduling Assessments and QBRs
Go to the Calendar tab and click 'New Event.'
Select type: Assessment or QBR.
Assign relevant team members and clients.
Set date, time, and recurrence if needed.
Save the event to update your team’s schedules instantly.
Automating Reminders and Client Notifications
TechAlign automates reminders for assessments, QBRs, and follow-ups, reducing manual workload. Enable notifications in your account settings to ensure prompt alerts. Automated emails and push notifications are sent to assigned team members and clients, keeping everyone aligned and reducing missed deadlines or appointments.
Managing Team Collaboration and Schedules
View team member calendars side-by-side for easy availability checks.
Assign or reassign responsibilities directly from the event details.
Use comments and attachments within events to enhance coordination.
Conclusion
TechAlign’s scheduling and reminder features empower your MSP team to work efficiently and proactively. By leveraging the centralized calendar, automated notifications, and real-time collaboration tools, you’ll reduce administrative overhead, boost consistency, and deliver outstanding client service with minimal friction throughout the alignment and QBR process.