Cannot find what you need? - Click here to contact us


How can I create a template, set or flow of events or tasks?

Templates and Template Sets are used to create new events or tasks with pre-filled information like a fixed duration, pre-selected resources, and styling. This helps reduce the amount of repetitive information you may have duplicated with events you already have in your schedule.

Use templates to quickly add common tasks with preset information, including multiple events for a training course, all the steps of a building or installation project, a list of tasks to be completed by a new employee and so much more.

Template events can also be used to store a preset form in its notes. The form from Template events can then be inserted into existing events.

If you have problems viewing this video you can also view it on YouTube by clicking this link.

To create a new template you click in the empty schedule of any resource and choose to 'Add From a Template', then choose 'Create a New Template' from the bottom of the list. You can also tick the 'Is a Template' box under the Flow tab of any existing event.

When new events/tasks are created from your template it will use the start date where you clicked to add the new event, so set your template date to some point in the past to not interfere with your current schedule. Whilst the start date is not used from your template the duration can be.

You can edit your templates by clicking the menu in the right of the template name, or the Settings menu on mobile devices.

Last updated, 12 May 2017, 15:14

Leave a public comment (Login required) or click here to contact us for support

Schedule it Ltd

Subscribe to our newsletter and receive our free scheduling tips and articles to help you improve the planning in your business. Unsubscribe anytime.

Login Support and Help
Register Blog
Features Privacy Policy
Online Pricing Terms and Conditions
On-Prem Pricing Industry Sectors
Latest Version Reviews and Feedback
Live Webinar Status
Web App Team Scheduling
iOS App Employee Planning
Android App Customer Scheduling
Zapier App Engineer Scheduling

Start Your Free Trial Today

Copyright © 2003-2022 Schedule it Ltd. All rights reserved.
Schedule it on LinkedIn   Schedule it on Twitter   Schedule it on YouTube   Schedule it on Facebook
Join Us - Live Webinar
Help Topics
Contact Us