A Template is a collection of shifts that get repeated periodically, like every week, biweekly, monthly, etc.

Templates can be created and edited for each Team by Team Admins and on the web platform only (not mobile apps).

On Mesh AI platform, Admins can access their Team Templates from the top Mesh AI toolbar. See:

This is where you can where regular Shifts and their relations to Jobs, and Positions as defined for this Team. Regular Shifts in a Template can repeat every Monday, every week, every 3 days, etc.

The Template is used to fill out Schedules with empty Shifts when they are first created so that you can then assign them to Members (your staff) manually or using the Mesh Auto-scheduler .

As of May 2020, you can have more than one Template for a given Team. You asked and we delivered!

You can create a 2nd (or 3rd, etc.) Template from scratch or duplicate another one and then edit it.

This is useful if you expect to have changes made to many Shifts or significant Schedule format variation from time to time, like during holiday season, emergency situations, etc.

Note than if the deviation from a given Template for a particular scheduling period is small and/or not expected to repeat later on, you are better off not creating a new Template. Just manually edit the Template you have and move to the next step of assigning Members to the Shifts in it.

Creating a new Template and holding a copy of all changes to a previous Template (in the new Template) is only beneficial if you can use the new Template later on again.

Read more about Jobs here.

Read more about Positions here.

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