Copy Over Weeks and Use Templates

Make schedulers more efficiently by copying weeks over and using pre-made templates.

If you have a similar schedule from week to week, you are able to copy weeks over on the scheduler page of the Dripos Web Dashboard.

Additionally, if you regularly schedule similar employees every week or have several consistent schedules, you can also create templates to speed up the scheduling process.

Copying Scheduler Weeks Over on the Web Dashboard

1. Log on to the Web Dashboard. Once signed in, select Team > Scheduling:

   

2. Click on the date dropdown and select the week you'd like to copy:

   

3. Click on the Tools button at the top right of the page > select Copy Week from the dropdown:

   

4. This will prompt a pop up to appear confirming the week you're about to copy, as well as ask which week you'd like to copy it to:

   

5. Click Copy to finalize. Your schedule will then be copied to the selected week, in draft form:

   

Creating Scheduling Templates on the Web Dashboard

1. Log on to the Web Dashboard. Once signed in, select Team > Scheduling:

   

2. Create and publish a schedule as normal.

3. Once you have created and published a schedule that you'd like to use as a template, click on the Tools button at the top right of the page > select Templates from the dropdown:

   

4. This will prompt a pop up to appear where you can either save the current week's schedule as a template, or apply a template to the current week:

Save a Week as a Template: Enter a label your template in the box that says Template Name > click Create:

The new template will then appear above along with other existing templates:

Apply a Template to a Week: In the pop up, select Apply to the template you'd like to apply on that week:

The template will then apply to that week as draft shifts: