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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 employees, the remaining 10 employees' 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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