Create schedules faster with templates. You can use both day templates and week templates. After creating a schedule, you can choose to 'Save as template', and in an empty week you can choose to 'load template'. It will save you a lot of time!
For example:
Create a template for the team members that always work standard shifts.
Create a template with only open shifts, if they are not always picked up by the same person, but do occur on the same days.
Add break times, notes, meals, and other details to the shifts in the templates, so you don't need to add them manually to the schedule.
➡️ Do you want to load your saved template? Click here to learn how to do it.
Save shifts in a day template
You can save the shifts of a day in a template:
Click on the little arrow next to the day you want to save as a template.
Choose the option 'Save as a template'.
Create a new template or update an existing template.
Choose day template.
Give the template a name and select the teams you want to save in the template.
Click on 'Save'.
Save shifts in a week template
You made your schedule for a week and want to save it as a template:
Click on the little arrow next to the week you want to save as a template.
Choose 'Save as a template'.
Create a new template or update an existing template.
Choose week template.
Give the template a name and select the teams you want to save in the template.
Click on 'Save'.
Manually select shifts to save as a template
You created your schedule but only want to several specific shifts as a template:
Go to 'Tools' in the top right corner and choose 'Edit multiple shifts'.
Select the shifts you want to save as a template.
Use the blue button that appears at the bottom of your screen.
Choose on 'Create template'.
Create a new template or update an existing one.
Click 'Save'.