How to Create a Template

Templates allow you to build and save scheduling templates that can be reused whenever needed.

Method 1: Create a New Template

1. Navigate to Settings.
2. Select Templates.
3. On the Templates page, click the green Plus button.
4. Enter the following information:
   • Template Name – Give your template a descriptive name.
   • Sales Forecast Amount – Enter the sales forecast amount for the template.

6. Click Create.

Your new template will open, and you can begin building it immediately.

Building Your Template

When creating your template, you can organize your schedule using one of the following views:

• By Team Member
• By Job
• By Day

Choose the option that best fits your scheduling needs and continue adding your template details.

Important: Templates are saved automatically as you work. If you need to step away before you're finished, your progress will be saved and you can return later to continue editing.

Method 2: Create a Template from an Existing Schedule

If you're working on a schedule and are happy with how it's turning out, you can save it as a template to use again in the future.

To create a template from an existing schedule:

1. Open the schedule you want to save.
2. Click Create Template.

3. Configure the template by selecting the desired options:

• Schedule Groups – Choose which schedule groups to include in the template.
• Dates – Select the dates you want to include.
• Convert All Shifts to Open Shifts – Enable this option if you want all shifts in the template to be created as open shifts.
• Available for All Companies – Select this option if you'd like the template to be accessible across all companies.

4. Enter a Template Name.

5. Click Save.

Your schedule will be saved as a template and will be available for use when creating future schedules.

Managing Your Templates

From the Templates list page, you can perform several actions:

Edit a Template

Click the Edit (pen and paper) icon next to a template to open and modify it.

Duplicate a Template

Create a copy of an existing template by selecting the Duplicate option. This is useful when creating similar templates without starting from scratch.

Show or Hide Columns

Customize the information displayed in the Templates list by selecting Show/Hide Columns.

Filter Templates

Use the available filters to quickly locate specific templates.

Download the Templates List

Download the Templates page for reporting or record-keeping purposes.