How do I copy Shift Notes/Assignments?

(Prefer to start fresh? You can easily deselect these options before confirming your copy.)

How It Works

Copying a Single Shift

When you copy an individual shift in Staff View or Monthly View, the Notes/Assignments attached to that shift will automatically carry over.
No extra steps needed — the system includes them by default.

Tip: If you prefer to omit the Shift Notes in the copy single shift action, simply delete the Notes/Assignments from the first pasted shift and proceed with copying the shift with noNotes/Assignments attached.

Copying by User or Day (Staff View)

When you use the Copy by User or Copy by Day tools in Staff View, you’ll now see a checkbox:

• Copy Notes/Assignments  

This is pre-selected to make copying faster, but you can uncheck if you prefer not to include this information.

Flexible Copy Options (Staff View)

When replicating schedules across multiple days or weeks, Flexible Copy lets you choose exactly what to include.
Simply select or deselect Notes/Assignments to customize what carries forward — ideal for refining recurring patterns without duplicating old details.

Tips

• Review copied Notes/Assignments to ensure accuracy 
• Deselect options when building a new schedule template from scratch.