Event templates
BASE
Admin
Event templates capture the shape of a repeating pattern — its duration, attendee groups, work types, and default notes — so you can drop the same event into the planner without re-entering details each time.
When to make a template
Section titled “When to make a template”Make a template for any pattern that recurs at least three times in a season. Performances, rehearsals, technical setups, recurring meetings — all good candidates. Don’t template one-offs; the friction isn’t worth it.
Building a template
Section titled “Building a template”Open Admin → Templates → New. Set:
- Name — what planners will see in the Quick-plan list.
- Duration — start to end time.
- Default room — optional; arm-time picker can override.
- Attendee groups — who’s expected. Individual attendees can still be added at placement time.
- Work types — for timesheet routing.