How can I save a schedule as a template? How do I import shifts?

Save a weekly schedule as a template and use it again and again?

How can I save a schedule as a template? 

Create a schedule as a template to import shifts into schedules in the future. This will save you a lot of time when planning shifts if the shifts and possibly also the assignments are similar week by week. 

To do this, you create the weekly plan directly as a template when you create it. Simply give the template a name: 

You can also save a finished schedule as a template afterwards. Click on "Edit" next to the desired schedule in the overview bar: 

Then the window with the weekly schedule settings will open, in which you can give the template a name - see figure above.

You can see that a weekly plan has been saved as a template by marking it with a star.


How do I import shifts?

Shifts can easily be imported into a new weekly plan using the import function. First of all you create a schedule and save it as a template. 

You can include this template or parts of it in another schedule at any time using the import function.

Import function: 

First you create a new schedule by klicking the plus in the schedule navigation bar. In the second step click on "Actions/ three little dots" and then on "Import shifts".

Select the desired schedule template and decide whether you want to copy assignments too, and also select the departments you want to copy and finalize the process by klicking "save" only once! It will take some time for the copying process.

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