How to create schedule template

Creating and Managing Schedule Templates – Streamline Project Planning

• Schedule templates make project planning effortless by offering predefined task structures that can be reused across projects. 
• This ensures consistency and saves time when setting up schedules.

Navigating to the Schedule Template Section

• Go to the Template Center from the main menu.
• Click on Schedule to access the schedule template section.

Pro tip: Use schedule templates as a foundation—you can always customize them later to match the unique needs of each project.

Creating a New Schedule Template – Start Fresh

Building a schedule template gives you a reusable structure for future projects.

What You Can Do Here

• Click the Create Template button to begin.
• A New Schedule Template pop-up will appear.
• Enter the Schedule Name in the required field.
• Click the Create button to finalize and add your template.

Pro tip: Choose a schedule name that clearly reflects its purpose—this makes it easier to identify when managing multiple templates.

Managing Schedule Templates – Keep Your Planning Organized

Once created, schedule templates can be easily managed to stay relevant and organized.

What You Can Do Here

• View – Open the template to create or review the schedule linked to it.
• Rename – Update the template name whenever adjustments are needed.
• Delete – Remove outdated or unnecessary templates after confirmation.
• Search – Use the search field to quickly locate a specific template by name.

Pro tip: Regularly review and clean up your schedule templates—this keeps your library focused and prevents clutter from unused templates.

Smarter Scheduling – Efficiency at Its Best

• This structured approach ensures schedule templates are created and managed efficiently, helping you streamline project planning and improve overall workflow management within the IntoAEC application

Pro tip: Build a few “core” schedule templates for your most common project types—you’ll save time on setup and keep every project running smoothly from the start.