Schedule templates

Schedule templates

Use schedule templates in Zoho Shifts to instantly save day, week, or biweekly schedules and reuse them. This article explains how to create schedule templates in Zoho Shifts and use them to schedule your team.

Before you start

To create and use schedule templates for your organization, you’ll need the Administrator access level or the Add, edit shifts permission enabled. You can manage schedule templates only for schedules you’re assigned to.

To save schedule templates

  1. Go to Schedule > Schedule Editor.
  2. Click Tools and select Save as Template.
  3. Enter the template Name.
  4. Click Save Template.
NotesSchedule templates are available only for a day, week, or bi-weekly views.

To apply schedule templates

  1. Go to Schedule > Schedule Editor.
  2. Click Tools and select Apply Template.
  3. Select a template from the list.
  4. Click Apply Template.
You can delete a template using the delete icon in the Apply Template window. Deleting a schedule template permanently removes it.