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How do I edit a template?
How do I edit a template?

templates

Cescia Vanhout avatar
Written by Cescia Vanhout
Updated over a week ago

This guide is broken down into the following subsections

Editing a template name and description

  • In the “Planning” menu, go to “Templates”

  • This gives you an overview of the existing templates.

  • Click on the edit icon (pencil) to edit the template.
    ​

  • The following pop-up appears:

  • Edit the name or the description and click “Save”.
    ​

Deleting a template

  • In the “Planning” menu, go to “Templates”

  • This gives you an overview of the existing templates.

  • Click the cross next to the template that you want to remove.

  • A warning pop-up appears asking if you are sure you want to remove this template.

  • If you are, click “Yes”.
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Customising a template

If you want to completely edit a template, for example, because you want to change the hours or remove a user, proceed as follows:

  • Load the template in an empty week.
    If you don’t know how to do this, click here to find out.

  • Make the necessary edits.

  • Save the template under a new name.
    If you don’t know how to do this, click here to find out.

  • Then remove the old, incorrect template.

  • You can now edit the name of the new template.

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