Set Up Scheduling Templates

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If your team uses all or even some of the same people every week, create templates to help you schedule faster. If you have rotating teams, add each rotation to a template, and then import that template to any plan.

Before creating a template, set up your teams and positions.

The video below shows you how to create scheduling templates. Read the instructions after the video for more details.

Create a Template

To access the Templates tab, select Templates from the gear icon menu in a Service Type.

Templates Button for a Service Type

To create your template, click Add template.

Enter the name of the template, and then press Enter to create the template.

A template looks a lot like a plan, but it doesn't have Times or Series information. Times and Series only belong to Plans not Templates.

Fill in the Template

Set up your template by assigning teams and adding needed positions and people.

Add Needed Positions

If you know how many people you need in each position, but you won't pick the actual people until you're planning for specific dates, add needed positions to your template.

Click Needed Positions from the add people dropdown.

Choose a team, add the number of people needed for each position, and then click Accept.

The needed positions that you set up will be assigned to that team in the template.

View Existing Needed Positions

Add People

If you have people that you want to assign to a position every time the template is used, assign those people to positions in the template.

Click Schedule a Team Member from the add people dropdown.

To find a list of people to schedule, you can filter by Team and Position.

Click the name of the person that you want to schedule.

Confirm that the person's information is correct, and then click Save.

If you are scheduling yourself for a position, you can set yourself to Confirmed so that you can see your assignment on a schedule without having to confirm your attendance. You can also uncheck Prepare in the Notifications section so that you don't send yourself an email.

The people that you assign to positions that you set up will be added to that team in the template.

Add people .gif

Continue adding teams, positions, and people to the template as needed.

You can also create a template with a combination of needed positions and scheduled people.

Finished Template

Create Rotating Templates

If you want to schedule teams of people to serve on a rotating basis, you can create a separate template for each team.  

If your team has some people who serve on the first and third Sundays, but you need to manually fill the other positions, create your template to show that.

Media Team Blue has all of the positions filled by people who serve consistently on the second and fourth Sundays. Another team might have all the positions filled by people who serve on the second and fourth Sundays.

After you have set up your template with people and positions, you can:

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