Job Templates

Job Templates

Job templates are a great way to save time when creating new Jobs for frequent works, projects or Customers.
Job templates can be created as a stand-alone template ie have no tasks attached or alternatively, you can link existing task templates to them and/or create new tasks.
All job templates can be managed from within the Job Template management table.

Click on  Business  from the main menu, then click on  Settings .  From the Work Settings menu click on  Job & Task Templat es. If not already selected, click on  Job Template  from the Navigation menu.




 Navigation Breadcrumbs: Click on hyperlinks to jump to that screen
B    Toggle Page Width: Click to increase or decrease the page width
C   Navigation Menu: Select from Job or Task Management Tables
D   Action Menu: Select what action you wish to preform - Create Job Template or Create Task Template
E   Organisation Filter: Click and select organisation to filter Job Template table by
F   New Template button: Click to create a new Job Template
G   Show entries Change the view settings to Show 5, 10, 20, 50, 100 or All entries
  Search:  Click in the Search field and enter search criteria to find a particular Job from within the Job Tables
I    Job Template Table: Overview of Job Template details

Contained in this table is:
 Job Template

   Field Name
   Function
     Name
    Name of Job Template
    Organisation
    Organisation assigned to this Job Template
     Status
    The Job template status - Off or On
    Controls
    Choose from Edit or Delete this Job Template

For more information on how to create a Job Template see: Action: Create a Job Template
For more information on how to create a Task Template see: Action: Create a Task Template
For more information about how to create a Job see Action: Create a Job

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