You will need the Full Write Service Plans permission to perform these actions.
Templates are saved order of service, team volunteer configurations, and serving notification settings which can be loaded into new or existing service plans. This helps save time by having common setups quick to create.
When creating service plans, indicate a template to use. The chosen template is then used to automatically fill and add the order of service and needed volunteer positions as defined on the template. Furthermore, actual volunteer schedules can be included in the template, which will be automatically applied.
Templates are associated with a specific service type. To add or edit templates, go to Service Planning > Service Types from the left-hand menu, click the 3-dots menu menu on the service type you want to add/edit a template for, and choose Edit.
In the Edit Service Type dialog, go to the Templates tab. From here, create a template by clicking + Add New, or edit an existing template by clicking its name.
After creating the template (or choosing one to edit), the template will open to define the order of service, volunteer teams, and notification settings for plans that use this type. The template editor has Order, Serving, Notes, and Settings tabs.
Creating the order of service and setting up the needed volunteer teams are done in the same way as on a service plan. Essentially, a service plan template is a service plan but without a date and time. The setup is copied to new plans when created (though they can be imported into existing plans as well).
The example below shows two serving teams along with the positions and quantity needed for each. If this template is used when creating a plan, those same teams, positions, and quantities will be automatically set on the plan.
