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Create, use, and manage weekly schedule templates for QuickBooks Time

by Intuit Updated 4 months ago

Create template

  1. Go to Schedule.
  2. Select Full, then select Week in the dropdown.
  3. Select Actions.
  4. After adding shifts to a weekly schedule, select Save Week as Template….
  5. Name the template, then Save.

Notes:

  • The newly created template won't include any repeating shifts.
  • The template only saves the shifts displayed based on filter settings.
  • You can't modify what shifts are in a template. If you need to update the shifts in a template, you will need to save a new template.

Use template

  1. Hover over Load Week Template, and select a template.

Rename or delete a template

  1. Hover over Load Week Template, select Manage Templates.
  2. Do one of the following:
    • To rename it: Select the name, and enter a new name.
    • To delete it: Select Delete Delete icon., then Delete again to confirm.
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