
{"id":484,"date":"2018-05-02T21:04:36","date_gmt":"2018-05-02T21:04:36","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=484"},"modified":"2021-08-16T17:16:54","modified_gmt":"2021-08-16T17:16:54","slug":"h-create-sched-temp","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-create-sched-temp\/","title":{"rendered":"Create\/Save a Week Template"},"content":{"rendered":"<p>You can create a new Week Template from any schedule week by going to that week and clicking <strong>Save Template <\/strong>(steps below)<strong>.<\/strong>\u00a0<\/p>\n<p>&nbsp;<\/p>\n<p>Or you can use the <a href=\"https:\/\/when2work.com\/help\/mgr\/create-template-using-template-editor\/\"><strong>Schedules&gt;Template Editor<\/strong><\/a> to create a new template.<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sstemplatesa.png\"><img class=\"aligncenter size-full wp-image-7828\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sstemplatesa.png\" alt=\"\" width=\"700\" height=\"331\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sstemplatesa.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sstemplatesa-300x142.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>You can always Import any previous week &#8220;as is&#8221; by choosing that date in the <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.<\/p>\n<p>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\/mgr\/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><a href=\"https:\/\/when2work.com\/help\/mgr\/h-navigate\/\">Navigate<\/a> 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<a href=\"https:\/\/when2work.com\/help\/mgr\/h-add-shift\/\"><strong>Add Shifts<\/strong><\/a>\u00a0(or <a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import\/\">Import<\/a>) to create your shifts\u00a0<\/li>\n<li>Make any changes or <a href=\"https:\/\/when2work.com\/help\/mgr\/h-clearing-deleting\/\">Clear\/Delete<\/a> 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 prompt asks if are you sure you want to save, click <strong>OK<\/strong><\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sssavetemp.png\"><img class=\"aligncenter size-full wp-image-7830\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sssavetemp.png\" alt=\"\" width=\"700\" height=\"509\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sssavetemp.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sssavetemp-300x218.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 (or <a href=\"https:\/\/when2work.com\/help\/mgr\/partial-publish\/\">partially published<\/a>) Weekly 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\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimportweek.png\"><img class=\"aligncenter size-full wp-image-7832\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimportweek.png\" alt=\"\" width=\"700\" height=\"483\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimportweek.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssimportweek-300x207.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<p>&nbsp;<\/p>\n<p><span class=\"extrawords\">creating templates using templates using templates template template template\u00a0 how to set up weekly template how to set up weekly template saving schedule\u00a0 archive schedule add template<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can create a new Week Template from any schedule week by going to that week and clicking Save Template (steps below).\u00a0 &nbsp; Or you&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-create-sched-temp\/\">More<span class=\"screen-reader-text\">Create\/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\/mgr\/wp-json\/wp\/v2\/pages\/484"}],"collection":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=484"}],"version-history":[{"count":21,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/484\/revisions"}],"predecessor-version":[{"id":7833,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/484\/revisions\/7833"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}