Creating shifts for different teams or time slots is essential for organizing workflows. But manually setting up each shift from scratch can be time-consuming—especially when many shifts share similar configurations.

That’s where the Clone Shift feature in Kylas CRM comes in handy. This functionality allows users to quickly duplicate an existing shift’s settings and make only minor adjustments, saving both time and effort.

Prerequisites

Before proceeding, make sure the following requirements are met:

• Product Plan: Available on all Kylas plans

• Permissions Required: The logged-in user must have:

  • 'Create' permission on Shifts

  • 'Update' permission on Shifts

• Activities to Complete Beforehand: None

Table of Contents

1. What Is a Cloned Shift?

2. Why Use the Clone Feature?

3. How to Clone a Shift – Step-by-Step Guide

4. What Gets Cloned and What Doesn’t?

5. Editing the Cloned Shift

6. Best Practices

7. Common Errors and Fixes

1. What Is a Cloned Shift?

A cloned shift is a copy of an existing shift, which includes the same settings such as:

• Shift Name (with a “Copy” suffix)

• Start & End Time

• Break Duration

• Active Days

You can customize the cloned shift without affecting the original one.

2. Why Use the Clone Feature?

Cloning shifts is ideal when:

• You want similar shifts for different teams (e.g., Sales and Support)

• You need the same timing but different assigned users

• You want to test slight variations in shift schedules

It’s a time-efficient alternative to creating shifts from scratch.

3. How to Clone a Shift – Step-by-Step Guide

Here’s how to clone a shift in Kylas CRM:

1. Login to your Kylas CRM account.

2. Go to Admin Settings by clicking on your profile icon.

3. Under User Management, select Shifts.

4. Locate the shift you want to duplicate in the list.

5. On the right-hand side, click on the three-dot menu (⋮) next to the shift name.

6. Click Clone.

7. A new shift form will open, pre-filled with the existing shift’s details.

8. Modify the Shift Name (e.g., add “Support Team” or “Copy”).

9. Update other fields if needed (e.g., users, timings).

10. Click Save.

The new cloned shift will now appear in your shift list.

4. What Gets Cloned and What Doesn’t?

Element	Cloned?
Shift Name	✅ Yes (with “Copy” suffix)
Start & End Time	✅ Yes
Break Duration	✅ Yes
Days Active	✅ Yes
Assigned Users	❌ No (you must assign users manually to avoid conflicts)

5. Editing the Cloned Shift

After cloning, you can customize:

• Shift Name (e.g., “Evening Support Team Shift”)

• Timings and Days

• Assign Users to the new shift

To edit:

1. Go back to the Shifts section.

2. Click the Edit (✎) icon beside the cloned shift.

3. Make necessary changes and click Update.
   

6. Best Practices

7. Common Errors and Fixes

Error	Cause	Solution
“Permission Denied”	User lacks Create/Update rights	Contact admin to update user role
Can’t find Clone option	Possibly hidden UI or role restriction	Refresh browser or check with admin
Accidentally cloned same shift multiple times	Double-click or slow response	Delete extra copies from the Shifts list

Conclusion

Cloning shifts in Kylas CRM is a quick and effective way to replicate shift structures for different teams or schedules without starting from scratch. By following the steps outlined above, you’ll save valuable time and ensure consistent setup across your user base.