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How to Create Use and Manage Weekly Schedule Templates

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Note: If filters are applied to the schedule, only the displayed shifts are included in the template. (For example, if you've filtered the schedule to show only 5 out of 15 team members, the remaining 10 team members' shifts will not be included in the template.)

 

  1. Go to Schedule.
  2. On the calendar, at the top right, click Full > Week.
  3. At the top left, click Actions, and do one of the following:
    • To create a template: After adding shifts to a weekly schedule, click Save Week as Template. (Note: The newly created template will not include any repeating shifts.)
    • To use a template: Hover over Load Week Template, and select a template. 
    • To rename or delete a template: Hover over Load Week Template, select Manage Templates, and do one of the following:
      • To rename it: Click the name, and enter a new name.
      • To delete it: Click the trashcan icon () > Delete.

 


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