Saving a Schedule Template

Modified on Fri, 16 Apr, 2021 at 2:49 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. 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article