
{"id":484,"date":"2018-05-02T21:04:36","date_gmt":"2018-05-02T21:04:36","guid":{"rendered":"https:\/\/when2work.com\/help\/guide\/?page_id=484"},"modified":"2020-09-18T22:42:02","modified_gmt":"2020-09-18T22:42:02","slug":"h-create-sched-temp","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/guide\/h-create-sched-temp\/","title":{"rendered":"Save a Week Template"},"content":{"rendered":"<p>You can Import any previous week &#8220;as is&#8221; by choosing that date in the\u00a0<strong>Import<\/strong>\u00a0window or you can create and save certain weekly schedule &#8220;templates&#8221; (Ex. if you want to create a holiday schedule and save\/name it as a template). You can save any schedule that you have on the screen or you can navigate to an\u00a0<strong>empty<\/strong>\u00a0week (future or past) and create a schedule and save it as a template. When you are finished creating the template, click\u00a0<strong>Save Template<\/strong>\u00a0and name it. If you used an empty week to create the template, be sure to then use the Clear\/Delete function to &#8220;Erase the Entire Schedule&#8221; &#8211; removing the shifts from that week to set it back to empty after saving as a template.<\/p>\n<p>Note that when saving or importing templates, you can <a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-sched-view-layouts\/h-filtering\/\">first filter<\/a>\u00a0your view to only include a specific Position, Category, or Group so that the template will only include those shifts.\u00a0(Ex: filter the schedule to only include shifts for one position and then &#8220;Save as Template&#8221; to create a template that includes only the shifts for that position).<\/p>\n<h2>How to save a WEEKLY Schedule &#8220;Template&#8221;<\/h2>\n<p>From any weekly Schedule View:\u00a0<\/p>\n<ul>\n<li>Either use a week you currently have on screen OR<\/li>\n<li>Navigate to an empty week (past or future) by clicking the &#8220;<strong>Week of..<\/strong>.&#8221; row to temporarily create your shifts in that week<\/li>\n<li>Click\u00a0<strong>Add Shifts<\/strong>\u00a0(or Import) to create your shifts\u00a0<\/li>\n<li>Make any changes or Clear\/Delete work assignments\u00a0<\/li>\n<li>Click\u00a0<strong>Save Template<\/strong>\u00a0<\/li>\n<li>Type a name for this template and click the\u00a0<strong>Save WEEK<\/strong>\u00a0button<\/li>\n<li>When the warning asks if are you sure you want to save, click\u00a0<strong>OK<\/strong><\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/sssavetemplate.png\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-4726\" src=\"https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/sssavetemplate.png\" alt=\"\" width=\"700\" height=\"415\" srcset=\"https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/sssavetemplate.png 700w, https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/sssavetemplate-300x178.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<h2>To see your new template in the Import a Week list<\/h2>\n<p>From any UnPublished Schedule View:\u00a0<\/p>\n<ul>\n<li>Click\u00a0<strong>Import<\/strong>\u00a0<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/ssimporttemplate.png\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-4728\" src=\"https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/ssimporttemplate.png\" alt=\"\" width=\"700\" height=\"388\" srcset=\"https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/ssimporttemplate.png 700w, https:\/\/when2work.com\/help\/guide\/wp-content\/uploads\/sites\/5\/2020\/09\/ssimporttemplate-300x166.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li>In the &#8220;Select Saved Template&#8221; dropdown, you will now see your new template<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>You can Import any previous week &#8220;as is&#8221; by choosing that date in the\u00a0Import\u00a0window or you can create and save certain weekly schedule &#8220;templates&#8221; (Ex.&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/guide\/h-create-sched-temp\/\">More<span class=\"screen-reader-text\">Save a Week Template<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/484"}],"collection":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/comments?post=484"}],"version-history":[{"count":2,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/484\/revisions"}],"predecessor-version":[{"id":4729,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/484\/revisions\/4729"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/media?parent=484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}