Shift templates let you save commonly used shifts so you can add them to your rota in just one click.
Everything in the shift is saved, including:
Start and finish times
Breaks
Positions
Resources
Tasks
Notes
Any other shift details
You can create a shift template in two ways.
Option 1: Save an existing shift as a template
If you've already created a shift you'd like to reuse:
Click on the shift to open it
Tick the 'Save as template' option
Give your template a name
Click 'Create'.
Your template will now be available whenever you create a new shift.
Option 2: Create a template from scratch
Click 'Create' in the top-left corner of the rota
Select Shift template
3. Give your template a name
4. Enter the shift details you want to save
5. Click Save.
Using your templates
Once you've created a template, simply select it when creating a new shift to populate all of the saved shift details instantly. This makes creating repeat shifts much quicker and helps keep your rota consistent.
Here's our guide on using shift templates.



