Add  Category Definitions (Optional)

 

To use shift Categories you must first create a new category name and abbreviation for each Category. Category default choices can also be added for use when Adding Shifts. You can set shifts into a Category when they are first added or you can set any existing shift to be in a Category.

Shifts set to be in a certain category will remain in that category when imported into other weeks. For example if you set 6 shifts to be in a category called "Night Shift" then when you import those shifts from that week into the following week they will still be in that Night Shift Category.

Create / Add a new Category 

From any Schedule View 

In the Category dropdown choose Add / Edit Categories to open the Add/Edit Categories window 

Enter the Category Name and Abbreviation  (Ex. Night Shifts and NT) 

Click the Add Now button

The window will close and go back to your schedule 

If you look at the Category dropdown again it will list your new category 

 

Or Create a new Category with "Add Shift" Default Settings: 

From any Schedule View 

In the Category dropdown choose Add/Edit Categories 

Enter a Category Name and Abbreviation  (Ex. Night Shifts and NT) 

Enter any default settings you like in the lower box - ex. times, shift color, description etc. 

Click the Add Now button

The window will close and go back to your schedule 

 

Now when you click on any Schedule View to Add Shifts and choose this Category your default settings will be automatically entered for you (any of the default information can be changed by clicking and retyping). 

 

Related Topics: 

Edit a Category

Existing Shifts - Assigning Categories 

Adding New Shifts is Easy Using Shift Categories 

Using Categories to Selectively AutoFill 

Creating a Compressed Schedule Chart 

Coloring Individual or Groups of Shifts 

Setting a Category Default Shift Color  

Why Use Shift Categories?