Managing Team Schedule Templates

From the Manage Team Schedule Templates tab, you can create new team schedule templates or edit existing team schedule templates.

Creating a Team Schedule Template

  1. Choose the Manage Schedule Templates tab on the Team Schedule Planner page.
  2. Click Create Template.
  3. Complete the fields for Edit Template Fields.
  4. To create additional time slots in a template, click . To delete existing time slot entries, click .
    Note: Note Notepad
    Team schedule templates have a minimum of one time slot. You cannot delete the last time slot in a team schedule template.
  5. Click Apply Changes.
  6. Click Save.

Editing Team Schedule Templates

To edit existing team schedule templates:

  1. Access the Team Schedule Planner page from the PSE Links sidebar on the Home tab, with the Open Team Scheduler button on the Manage Team page, or from the Team tab.
  2. On the Team Schedule Planner page, select the Manage Schedule Templates tab.
  3. Select a team.
  4. Click to edit the template.
  5. Edit the fields as described in Edit Template Fields.
  6. Click Apply Changes.
  7. Click Save.

Related Concepts

Shift Management

About the Team Schedule Planner

About Team Management

Configuring Shift Management

About Team Permission Controls

About Teams

Viewing Team Schedule Assignments in Planners

Related Tasks

Changing a Team Schedule

Creating a Team Schedule

Staffing a Team Schedule

Managing Teams

Managing Team Schedule Time Slot Types

Sending Team Schedule Notifications

Reference

Edit Custom Schedule Fields

Edit Template Fields

Team Fields

Team Membership Fields

Team Schedule Fields

Team Schedule Planner Fields

Team Schedule Planner Buttons and Indicators

Team Schedule Slot Fields

Team Schedule Template Slot Fields

Team Schedule Slot Type Fields

Team Schedule Template Fields

Team Settings

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