Saving a Schedule Template

Modified on Fri, 16 Apr 2021 at 02:49 PM

If you create a schedule that you use often, save it as a template to use time and time again! 

To save a Schedule Template:

  1. From the Schedule Tab, click on the week of the Schedule you would like to save as a Template.
  2. Click on the Save icon in the top toolbar. 

    Save Template - Schedule

  3. A new Template Manager window will open. You can name this template or overwrite an an existing template.Template Manager - Schedule
  4. Click the Save button to save the template

Note: When you save a template, the scheduled shifts are saved (not the assignments). When using this template in the future, you will be able to newly assign employees to these shifts. 

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