To add a new Schedule Template, click the Manage Templates option in the Project Menu shown below.



Select the 'New Schedule Template' option from the FAB Button in the Manage Templates window. 


 

Provide a Template Name and Description, clicking on 'Save and Open', will launch the Schedule Template Editor to design your Template.



Once the Template has been created, you need to Activate your template via the Activate/Deactivate button in the toolbar.

When you are creating a New Schedule, either a Blank Template or the Templates that were designed via the Manage Templates can be selected as shown in the image below.




Manage Templates How to?

How To Create a Schedule Template

How to Create a Sketch Template


Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups



Last Updated: Mar-05-21