Creating a new template

Creating a new template is like creating any schedule, except that you include only generic information and you save the file as a template instead of a schedule.

  1. [Customize file name or remove if you don't have one]Create or open the schedule that you want to save as a template.

  2. (Optional) Modify the schedule.

    For example, to create a schedule template from an existing schedule, you might remove all the dates from the schedule but leave the goals intact.

  3. In the action bar, click Schedule.

  4. In the pop-up menu, click Save As.

  5. In the pop-up panel, click the "Enter the document name or relative path" box and enter a new name for the template.

    This ensures you don't confuse the template with the schedule it's based on.

  6. Click the "Enter the document type" box, and click eSuite scheduler Template from the list of file types.

  7. Click Save.




See also
About Saving data
Working with templates
Creating a schedule from a template