> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/shifts/shift-template-library/add-new-shift-template.md).

# Add a New Shift Template

**Page type:** Task Guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-07-08\
**Audience:** Super Admin, Admin, Supervisor

## What This Section Covers

This material covers how to create a new Shift Template: giving it a title and location, then building out its weekly time blocks.

## Before You Start

* You must have permission "View and manage shift templates".
* You'll need a unique template title (up to 100 characters) and the location the template belongs to.

## Where To Start

1. Sign in to Compassly.
2. In the left navigation menu, select ***Shifts***.
3. In the left navigation menu, select ***Shift Template Library*** from the dropdown menu under ***Shifts***.
4. Click ***Add new shift template***.

## Available Actions

1. **Name the template and choose its location.**
   * Enter a Title (mandatory, unique, up to 100 characters) and select a Location (mandatory). Click ***Apply*** to continue — you'll be taken to the template's calendar grid, an abstract Monday-through-Sunday week where you'll build out its time blocks.
2. **Add a time block.**
   * Click ***Add shift***, or click directly on an empty cell in the calendar grid. Choose one or more days of the week (you can select multiple at once — doing so creates one time block per day you pick, all with the same time and assignment), then set a Start time and End time in 15-minute increments.
3. **Assign a Team Member and/or Client to the time block, if you want to.**
   * Both fields are optional and independent of each other — you can set one, both, or neither. Up to 12 clients can be assigned to a single time block.
4. **Review the time block on the grid.**
   * Each block shows its start and end time, total hours, and who it's assigned to — "Not assigned" if nobody is. If two blocks overlap in the grid, they split the available width so both remain visible.
5. **Save the template.**
   * Click ***Apply*** to finish. You'll see a confirmation toast, and the new template appears in the Shift Template Library list.

## Role Differences

* ***Super Admin / Admin / Supervisor:*** Can create templates for any location they're assigned to.
* ***Clinician / Basic:*** Does not have access to this screen.

## Summary Of Section

**Upon reviewing this material, you should be able to:**

* Create a new Shift Template with a title and location
* Add time blocks to it, including to multiple days at once
* Optionally assign a Team Member and/or Client to a time block

## Related Guides

* [Import Shift Templates](/compassly-docs/core-modules/shifts/shift-template-library/import-shift-templates.md)
* [Edit a Shift Template](/compassly-docs/core-modules/shifts/shift-template-library/edit-shift-template.md)
* [Understand Shift Templates](/compassly-docs/core-modules/shifts/shift-template-library/understand-shift-templates.md)


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