Release 2022.1 Update: New Template Types

Manager Portal

We've added two new template types for schedulers.  Both types allow an arbitrary number of days in the pattern.  These templates are useful for rotations (recurring) or call-out (single, or a few days) scenarios.

1) Recurring Templates - The template must have a start date and a number of days in the pattern.  When adding to a schedule, the shifts are placed on the correct dates.

2) Floating Templates - The template must have a number of days specified (1,2, etc.).  When adding to a schedule, the specific start date for the template must be entered.

Both templates are edited in a grid of Item (station or employee) versus Days.  This new grid editor allows for drag-drop, multi-select copy/paste, and several other keyboard shortcuts.  

Editing in the grid:

Double-Click cell (or click "Add") to add shifts
Double-Click shift to edit

Click or Ctrl-Click to select cells
Ctrl-Click to select shifts
Double-Click row or column header to select all
Esc key (or click "None") to un-select

Ctrl-C to copy
Ctrl-X to cut
Ctrl-V to paste (Relative to the top-left selected item)
Delete key to delete

Drag the handle (⋮⋮) to move a shift

Click "HowTo" below the grid to see editing information.