Export a template or plan
You can export information from a plan or template to create a new plan or template.
Important
Administrators and editors have permission to export items, notes, and people. Schedulers only have permission to export people from teams they lead.
From an existing plan or template, select the Actions button in the top right.
Choose Export/Copy from the dropdown.
Choose which elements you want to export from this plan or template:
Check the Items or Notes boxes to include plan items or notes from the existing plan or template in your export.
Check the boxes next to the teams you want to include in your export. Select My to check all of the teams you're a part of, or select All teams from this plan or template.
Choose an option from the Export To section:
Existing Plans: Select the service type and plan dates to which you want to export this plan or template.
New Plan: Select the service type where you want to create a new plan, then set the Quantity, Starting on Date, and the plan date to Copy Times From.
Template: Select the service type, Quantity, and Name for the new template.
Select Submit to finish exporting this plan or template to the selected location.