{"id":11297,"date":"2017-06-09T02:28:18","date_gmt":"2017-06-09T02:28:18","guid":{"rendered":"https:\/\/www.process.st\/templates\/managing-schedules-via-xlsx-import-export\/"},"modified":"2024-02-28T20:46:19","modified_gmt":"2024-02-28T20:46:19","slug":"managing-schedules-via-xlsx-import-export","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/managing-schedules-via-xlsx-import-export\/","title":{"rendered":"Managing Schedules Via XLSX Import &amp; Export"},"content":{"rendered":"<section id=\"what-you-need\">\n<h2> What You Need: <\/h2>\n<\/section>\n<section id=\"before-you-start\">\n<h2> Before You Start <\/h2>\n<div class=\"text-content\">\n<p>Make Sure You Have:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Access to the schedules for your system. Contact the Support desk if you need assistance\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Microsoft Excel\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"export-the-xlsx\">\n<h2> Export the XLSX: <\/h2>\n<\/section>\n<section id=\"go-to-admin--roster--schedules--schedule\">\n<h2> Go To Admin &gt; Roster &amp; Schedules &gt; Schedule <\/h2>\n<div class=\"text-content\">\n<p>Your menu items might look different to this<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v310tIvRcVOH0b5utlxJLA.png\" alt=\"Go To Admin &gt; Roster &amp; Schedules &gt; Schedule\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v310tIvRcVOH0b5utlxJLA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"choose-the-roster--role-from-their-respective-dropdowns\">\n<h2> Choose the Roster &amp; Role from their respective dropdowns <\/h2>\n<div class=\"text-content\">\n<p>A&nbsp;<strong>Roster<\/strong> is a collection of 1 or more <strong>Roles<\/strong><\/p>\n<p><strong><\/strong>A&nbsp;<strong>Role<\/strong> is like a job description, for example &quot;Cleaner 1&quot; or &quot;1st Floor Cleaner&quot; or &quot;East Coast Manager&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ivRFHMh6p83C294K_RxGZQ.png\" alt=\"Choose the Roster &amp; Role from their respective dropdowns\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ivRFHMh6p83C294K_RxGZQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"choose-actions--export-to-xlsx\">\n<h2> Choose Actions &gt; Export to XLSX <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tLCirE5Gu8FHLRhLg9pDBQ.png\" alt=\"Choose Actions &gt; Export to XLSX\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tLCirE5Gu8FHLRhLg9pDBQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"click-the-downloaded-file-to-open\">\n<h2> Click the downloaded file to open <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qKZq64vo2T0BhICFWxVHrA.png\" alt=\"Click the downloaded file to open\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qKZq64vo2T0BhICFWxVHrA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"understand-columns-in-the-xlsx\">\n<h2> Understand Columns in the XLSX: <\/h2>\n<\/section>\n<section id=\"scheduleid\">\n<h2> ScheduleID <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gI9pkC6votcwm5JSSWlJlA.png\" alt=\"ScheduleID\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gI9pkC6votcwm5JSSWlJlA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"roster\">\n<h2> Roster <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/keR_Ng44BOB68h7Y9EZMqw.png\" alt=\"Roster\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/keR_Ng44BOB68h7Y9EZMqw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"site\">\n<h2> Site <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ss2z5xW2peqHAbASA5JAdQ.png\" alt=\"Site\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ss2z5xW2peqHAbASA5JAdQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"sundaysaturday\">\n<h2> Sunday-Saturday <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vZQGpYjvI3Moh83jf2FNsQ.png\" alt=\"Sunday-Saturday\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vZQGpYjvI3Moh83jf2FNsQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"period\">\n<h2> Period <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qUSXjuKzwFcT54UH6MBHwQ.png\" alt=\"Period\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qUSXjuKzwFcT54UH6MBHwQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"role\">\n<h2> Role <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h4yLLCnwX3k6CXUewdlITQ.png\" alt=\"Role\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h4yLLCnwX3k6CXUewdlITQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"tasktype\">\n<h2> TaskType <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ssEmOw53Om8GKJO2TrFEvQ.png\" alt=\"TaskType\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ssEmOw53Om8GKJO2TrFEvQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"name\">\n<h2> Name <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p4eAhE_4FNVLv8-eiDpOBw.png\" alt=\"Name\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p4eAhE_4FNVLv8-eiDpOBw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"description\">\n<h2> Description <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rvduBA-gaWlwA2mC6rJOqQ.png\" alt=\"Description\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rvduBA-gaWlwA2mC6rJOqQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"starttime\">\n<h2> StartTime <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r-aWzzeHkS0dZoHb_EVFDg.png\" alt=\"StartTime\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r-aWzzeHkS0dZoHb_EVFDg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"startwindow\">\n<h2> StartWindow <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jR9H1h5UOkVFKdM-d0tPZg.png\" alt=\"StartWindow\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jR9H1h5UOkVFKdM-d0tPZg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"expectedduration\">\n<h2> ExpectedDuration <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ua9fA_E8l62cja9EiSZJGg.png\" alt=\"ExpectedDuration\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ua9fA_E8l62cja9EiSZJGg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"sortorder\">\n<h2> SortOrder <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q6nvEc7JFB0iFvMHIGtGIw.png\" alt=\"SortOrder\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q6nvEc7JFB0iFvMHIGtGIw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"level\">\n<h2> Level <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t8PmEKu_mSgX0xEbfyNFNQ.png\" alt=\"Level\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t8PmEKu_mSgX0xEbfyNFNQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"labels\">\n<h2> Labels <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oZ8jOVYPM61CAEw1-FFPLA.png\" alt=\"Labels\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oZ8jOVYPM61CAEw1-FFPLA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"area-workloading\">\n<h2> Area (Workloading) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lKIVrOdRF838NQYtejNKjw.png\" alt=\"Area (Workloading)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lKIVrOdRF838NQYtejNKjw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"activity-workloading\">\n<h2> Activity (Workloading) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rH4BUAL4T4pbjXx-y-9KuA.png\" alt=\"Activity (Workloading)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rH4BUAL4T4pbjXx-y-9KuA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"feature-workloading\">\n<h2> Feature (Workloading) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mz6vOS1rL0e4pk4SSwZJVQ.png\" alt=\"Feature (Workloading)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mz6vOS1rL0e4pk4SSwZJVQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"book-workloading\">\n<h2> Book (Workloading) <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tn6W0jIpacQLzMexdl9Jxw.png\" alt=\"Book (Workloading)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tn6W0jIpacQLzMexdl9Jxw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"archived\">\n<h2> Archived <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lzlWe98FLxqmu_0z_VFKtw.png\" alt=\"Archived\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lzlWe98FLxqmu_0z_VFKtw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"see-some-examples\">\n<h2> See Some Examples: <\/h2>\n<\/section>\n<section id=\"change-the-dates-a-task-occurs\">\n<h2> Change The Dates A Task Occurs <\/h2>\n<div class=\"text-content\">\n<p>In this example we'll change a task from Mon &amp; Fri, to 7 Days a Week:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j9oAEeRI6-WQd1yHm9RNFA.png\" alt=\"Before\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j9oAEeRI6-WQd1yHm9RNFA.png\" \/> <\/a><figcaption>\n     Before<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i8I64tiInSt0g39a53tONg.png\" alt=\"After - notice how we've typed &quot;Y&quot; into all the columns for days of the week\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i8I64tiInSt0g39a53tONg.png\" \/> <\/a><figcaption>\n     After - notice how we've typed &quot;Y&quot; into all the columns for days of the week<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"delete-a-task\">\n<h2> Delete a Task <\/h2>\n<div class=\"text-content\">\n<p>All We need to do here is changed the Archived value from &quot;N&quot; to &quot;Y&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nxPQsbX2eNmA-ctDZeVGVg.png\" alt=\"Before\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nxPQsbX2eNmA-ctDZeVGVg.png\" \/> <\/a><figcaption>\n     Before<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o_J2iHZRH7wazkxFQW9Kbw.png\" alt=\"After\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o_J2iHZRH7wazkxFQW9Kbw.png\" \/> <\/a><figcaption>\n     After<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"add-a-new-task\">\n<h2> Add a new Task <\/h2>\n<div class=\"text-content\">\n<p>Generally one of the best ways to add a new task to an existing schedule is to copy an existing row of the spreadsheet.&nbsp;<strong>But be sure to delete the ScheduleID in your copy or your changes won't be saved.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Copy the row you want to use as your guide\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Immediately delete the ScheduleID in the cell you just copied\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Make any changes you see fit\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tk0EXCbR2hOOdImG8gBFXA.png\" alt=\"1) Right click on the row you want to copy, be sure to click the number of the row on the far left hand side. In this case we've clicked row #4\n2) Click Copy\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tk0EXCbR2hOOdImG8gBFXA.png\" \/> <\/a><figcaption>\n     1) Right click on the row you want to copy, be sure to click the number of the row on the far left hand side. In this case we've clicked row #4 2) Click Copy<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gs97w6c_6HC0Y3GqM0tEQA.png\" alt=\"Click the row underneath, in this case it's row #5\nClick &quot;Insert Copied Cells&quot;\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gs97w6c_6HC0Y3GqM0tEQA.png\" \/> <\/a><figcaption>\n     Click the row underneath, in this case it's row #5 Click &quot;Insert Copied Cells&quot;<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uewgSpePzTyBY41iWyhLqQ.png\" alt=\"Immediately delete the ScheduleID in the row you've just created (highlighted red here for clarity)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uewgSpePzTyBY41iWyhLqQ.png\" \/> <\/a><figcaption>\n     Immediately delete the ScheduleID in the row you've just created (highlighted red here for clarity)<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uuGTvhnqF6bhX7lLBndFGQ.png\" alt=\"Make any other changes to your new task. Note how the ScheduleID cell is blank, this tells the system that you want to make a new task, rather than edit an existing one\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uuGTvhnqF6bhX7lLBndFGQ.png\" \/> <\/a><figcaption>\n     Make any other changes to your new task. Note how the ScheduleID cell is blank, this tells the system that you want to make a new task, rather than edit an existing one<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"upload-your-completed-file\">\n<h2> Upload Your Completed File: <\/h2>\n<\/section>\n<section id=\"from-the-schedule-screen-click-actions--import-from-xlsx\">\n<h2> From the schedule screen, click Actions &gt; Import From XLSX <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lbLSlhqjatWyKfioIuVG8w.png\" alt=\"From the schedule screen, click Actions &gt; Import From XLSX\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lbLSlhqjatWyKfioIuVG8w.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"add-your-file\">\n<h2> Add your file <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lq0o_u_rttuHSiaE_ZpLFA.png\" alt=\"Add your file\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lq0o_u_rttuHSiaE_ZpLFA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"click-import\">\n<h2> Click Import <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rljorZ9rDwjau8xgZz5AcQ.png\" alt=\"Click Import\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rljorZ9rDwjau8xgZz5AcQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"see-feedback-on-your-import\">\n<h2> See Feedback On Your Import <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jQvqZYebcaGrK1dPVWlBiA.png\" alt=\"You'll know the file successfully&nbsp;uploaded by seeing the &quot;Up Arrow&quot; (#1)\nYou'll know your import worked if you see the green ribbon saying &quot;Success&quot; (#2)\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jQvqZYebcaGrK1dPVWlBiA.png\" \/> <\/a><figcaption>\n     You'll know the file successfully&nbsp;uploaded by seeing the &quot;Up Arrow&quot; (#1) You'll know your import worked if you see the green ribbon saying &quot;Success&quot; (#2)<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>What You Need: Before You Start Make Sure You Have: 1 Access to the schedules for your system. Contact the Support desk if you need assistance 2 Microsoft Excel Export the XLSX: Go To Admin &gt; Roster &amp; Schedules &gt; Schedule Your menu items might look different to this Choose the Roster &amp; Role from [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":11298,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"37","template_description":"In this workflow you'll make changes to an existing schedule in your system","template_id":"sRj346S471DOiqN3hO9MlQ","task_0":"What You Need:","task_slug_0":"what-you-need","task_1":"Before You Start","task_slug_1":"before-you-start","task_2":"Export the XLSX:","task_slug_2":"export-the-xlsx","task_3":"Go To Admin &gt; Roster &amp; Schedules &gt; Schedule","task_slug_3":"go-to-admin--roster--schedules--schedule","task_4":"Choose the Roster &amp; Role from their respective dropdowns","task_slug_4":"choose-the-roster--role-from-their-respective-dropdowns","task_5":"Choose Actions &gt; 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