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How to Create Shift Templates (New Version)
How to Create Shift Templates (New Version)
Arjun avatar
Written by Arjun
Updated this week

Templates are a great way to save you time when building a schedule or dropping shift needs onto the calendar.

To create a single shift template:

  1. Open your scheduling calendar

  2. Select Schedule Templates from the upper right corner

  3. Click + in the top right

  4. On the modal that pops up, give your template a name and check which fields you want saved with the template. Give your template a name and select a color. By default we have time, location, and roles listed β€” click + Add Field to include more.

  5. Click Save

You will now see the newly created template in the Template Library. You can open the library by clicking the Schedule Templates drawer button in the upper right of your calendar widgets.

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