How do I use the "Shift templates" feature when generating shifts?
It's simple! If you need to frequently publish batches of shifts with identical information and custom settings, you just need to create a template one time and apply the template for any opportunity whenever you want to publish shifts!
To create a shift template, follow these steps:
- From your left-navigation menu, go to the Schedule module
- On the top-left, click + Create shifts
- Select an opportunity
- Click Shift templates > + New template
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