Help Center / Operators / Layout Editor

Module · Layout Editor

Layout Editor.

The control surface for templates, positions, training categories, and the morning placement model. Most Operator setup work happens here.

At a glance

The Layout Editor lives at Settings → Layout Editor and from the Shifts action bar. You build a Layout Template once (positions, training categories, Active-at-times), then assign it to specific dates or day-parts. Changes to a template propagate to every shift using it. Most Operators settle on 2–4 templates per store.

All articles in Layout Editor

11 articles

Understand the Layout Editor

7 min read · For Operators · Updated this week

Customize a Layout Template

5 min read · For Operators · Updated yesterday

Manage Layout Templates

4 min read · For Operators · Updated this week

Configure Data Interactions for a Position

6 min read · For Operators · Updated this week

Associate a Checklist with a Position

3 min read · For Operators · Updated this week

Use Spacer blocks to organize a template

2 min read · For Operators · New this week

Edit many positions at once with Bulk Properties

3 min read · For Operators · New this week

Copy and Paste Layout Assignments

3 min read · For Leaders · Updated this week

The 13 Training Categories

5 min read · For Operators · Updated this week

→ Troubleshoot

Why a template change didn’t apply to today’s shift

3 min read · For Operators · Updated 4 days ago

Duplicate a Layout Template

2 min read · For Operators · Updated this week

Related modules

Layout Editor connects to…

Scheduling

Auto Schedule reads positions and priority from your Layout Template.

Training & Passports

Training Positions on a template create Passport entries automatically.

Checklists

Each Layout position can carry a checklist that fires on shift.

Layout Editor stumping you?

Layout Templates are the most-customized surface in OneClick. Your OSM can walk through your specific store config in 15 minutes.

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