There are two ways to create a shift template. Note that all information in the shift (breaks, resources, tasks, notes, and so on) becomes part of 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: Name the template before you save to make it easier to find 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, you can use templates to create a shift with one click in the schedule.