Template schedules allow you to snapshot a range of events for a particular day, week, or month, and apply those events to the schedule for future dates. This can be a big time-saver if you find that, for example, your schedule mostly stays the same from day to day (or week to week) except for slight changes.
Save a template
- From the Staffing (folder icon) page, you can save the currently selected view as a template by clicking the Templates button above the Schedule section.
- Clicking Save Template will bring up a modal with several options for configuring which events are saved and providing information about the template.
Apply a template
- From the Staffing (folder icon) page, again click the Templates button above the Schedule section.
- Clicking Apply template will bring up a modal allowing you to select a template to apply and how events are applied to future periods.
Manage existing templates
Navigate to the Templates page, where you will see a list of cards describing the templates you or your team members have created. Clicking a template will link to a modified version of the Schedule section of the Staffing page. Here, you can delete the template or view the events.
Note: The ability to edit events on a template is under construction. Please pardon our dust!