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Intuit

Create use and manage weekly schedule templates

Note: If filters are applied to the schedule, only the displayed shifts are included in the template. (For example, if you've filtered the schedule to show only 5 out of 15 employees, the remaining 10 employees' shifts will not be included in the template.)

  1. Go to Schedule.
  2. On the calendar, at the top right, select Full Week.
  3. At the top left, select Actions, and do one of the following:
    • To create a template: After adding shifts to a weekly schedule, select Save Week as Template. (Note: The newly created template will not include any repeating shifts.)
    • To use a template: Hover over Load Week Template, and select a template.
    • To rename or delete a template: Hover over Load Week Template, select Manage Templates, and do one of the following:
      • To rename it: Select the name, and enter a new name.
      • To delete it: Select the trashcan icon () > Delete.

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