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Create a Shift Template
Create a Shift Template

How to save a shift template with predefined criteria

Sébastien Charland avatar
Written by Sébastien Charland
Updated over 10 months ago

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 "Create'' button.

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. Click on the ''create'' button on the top left of the agenda

  2. Manage Shift Templates

  3. Set your criteria

  4. Save

The template will now be available for the quick shift creation in the scheduler.

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