Activity Planning · Overview
Once you have created your templates, you can apply them to collaborators for a given period.
Steps to add time slots from a template
- Click the add-from-template icon in the Planning module.
- Fill in the following information:
- Start date and end date: the period over which the template will be applied.
- Teams: filter collaborators by team (optional).
- Collaborators: choose who the template applies to.
- Template: select the template you want to use.
- Starting week: if your template contains several weeks (e.g. week 1 / week 2), indicate which one to start with.
Note
? Example: for a template that alternates week 1 (work) and week 2 (rest), choosing the starting week lets you align the cycle correctly.
- Click Confirm.
The schedule is automatically generated for the selected collaborators based on the template structure.
Note
If the collaborators already have hours, you need to replace the existing hours when you confirm.