There are two ways to create a Shift Template. The first method is to save an existing shift into a template. The second way is from the "Manage Shift Template" menu.

Once created, templates can be used to create a shift with one-click in the scheduler.

A - Create a Shift Template from an existing shift

  1. Click on an existing shift to open it

  2. Save it as a template

You should name it before you save to find it with more ease later

B - Creating a template from the Shift Template menu

  1. Go in "More" on the top right of the agenda

  2. Manage Shift Templates

  3. Add a shift template

  4. Set your criteria

  5. Save

The template will now be available for the quick shift creation in the scheduler. It is also from this menu that you will be able to edit Shift Templates.

Did this answer your question?