There are two ways to create a Shift Template. Note that all information contained in the shift (breaks, resources, tasks, notes, etc.) will be kept in the template.
Create a Shift Template
From an existing shift
Select an existing shift to open it.
check the Save as template box, then click the Modify button.
IMPORTANT: Be sure to name it before you save to make it easier to find it later.
From the Shift Template menu
From the Schedule page, click the Create button in the top-left of the calendar.
Select Shift template from the menu. You will be taken to the Shift templates page and a sidebar will open.
Settings
When creating a Shift Template, you can set the following criteria:
Template name, to easily identify it later
Beginning and End times for the shift
The Position the shift applies to
Additional notes and instructions
Additional Breaks, Tasks and Resources as required
Click the Save button to finalize the shift.
Once created, templates can be used to create a shift with one-click in the Schedule.