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Creating Plan Templates from Existing Plans
Creating Plan Templates from Existing Plans
Matt Richards avatar
Written by Matt Richards
Updated over a week ago

To create a Plan Template from a Plan already applied to a trainee or group calendar:

1. Navigate to the calendar to which the Plan is applied

2. From the list of Plans under the Timeline, click the name of the Plan from which you would like to create a Plan Template

3. In the Plan Panel that opens, click "Save as Plan Template"

4. Provide a name for your new Plan Template and click Save. 

Your new Plan Template is now available in your Library and is ready to apply to trainee and/or group calendars. 

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