Activity Planning · Overview
What is a schedule template?
A schedule template lets you define a reusable hours structure. It can then be assigned to one or more collaborators over a given period, making weekly or rotating planning easier.
Note
Example: a standard week from Monday to Friday, 08:00 to 18:00, or a rotation over 3 alternating weeks.
Accessing templates
From the planning module, click the “Manage schedule templates” option.
Creating a new template
- Click “Add a schedule” (button at the top right).
- Give your template a name (e.g. Test week, Team A rotation).
- Add the hours you want for each day of the week:
- You can add several weeks to the same template to create cyclical schedules (e.g. Week 1, Week 2, etc.).
- For each day, define the time slots (e.g. 08:00 → 18:00).
- Save your template.
Template example
In the example above, the “Test weeks” template contains three weeks configured as follows:
- Week 1: Monday, Tuesday, Thursday, Friday — 08:00 to 18:00
- Week 2: Tuesday to Friday — 08:00 to 18:00
- Week 3: Thursday to Sunday — 08:00 to 18:00
Using a template
Once created, a template can be applied to one or more collaborators to automate their schedule:
- Go to the main planning interface.
- Click the icon for applying templates.
- Select the collaborators and the period you want.
- Choose the template to apply.