How do I create a master schedule using templates?

Save time by creating master schedule template(s) that you can use in the future. Templates can be created for individuals, a few team members, or even your entire team!

Create a Template

1. Begin by creating a schedule of draft shifts

2. click on Templates in the top menu bar

3. Click on Create New

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4. Name your template and press Save to save your schedule as a template.

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Congratulations! You now have a saved template.

Applying a Template

1. To apply a template of draft shifts, go to the week(s) that you wish to apply the schedule.

2. Click on Templates.

 

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3. Locate the template you wish to apply and click on Apply to apply the template to the week(s) you are currently viewing. 

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Reminder: you are applying a template of draft shifts. Publish your schedule to assign the shifts and make the schedule live!

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