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Load template

You want to use a saved a template? Learn how that works!

Updated over a week ago

You created a template and want to load it into the schedule.

You can do this by clicking 'Tools' > 'Load template' in the top right corner. Or you can do it in the following two ways:

โš ๏ธ Note: If there is a conflict between the template and the availability of your team members, you will get a notification.



Load a day-template

  1. Click on the little arrow next to the day on which you want to load a template.

  2. Click 'Load template'.

  3. Select the day-template you wish to use.

  4. Decide whether you want to load the shifts with the team members or just the shifts (so they become open shifts).

  5. Choose for what days you want to load the template.

  6. Click 'Save'.



Load week-template

  1. Click on the little arrow next to the week number (top left), or click 'Tools' in the upper right corner.

  2. Click 'Load template'.

  3. Select the week-template that you wish to use.

  4. Decide if you want to load the shifts with the team members or just the shifts (they will become open shifts).

  5. Decide if you want to load the template per week or month, then select the week(s)/month(s).

  6. Click 'Save'.

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Remove a template (undo loading the template)

Loaded the template by mistake? This might look dramatic, but don't worry, there is a way to fix this.

While there is no option to undo loading the template, you can simply clear that week of the planning:

  1. Go to 'Tools' in the top right corner.

  2. Click 'Clear this week'

  3. Select the teams: did you load the template for just one team? In that case you can choose to only clear the planning for that team.

Do you not want to delete all shifts, but just a selection? You can select multiple shifts via the 'Tools' button, where you find the option 'Edit multiple shifts'. Read more about it in the article 'Delete shifts'.

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