Job & Task Templates

Job & Task Templates

Creating Job and Task templates are a great way to save time when you need to setup for frequently used jobs. QicWorks templates offer users full flexibility so you can now have your templates prepopulated to suit particular clients, projects, repetitive jobs or shifts. 


Apart from having to assign an organisation to your Job and Task templates, you can pre-set as much or as little data as you want. This means that not only will you have data standardisation for your jobs and tasks, but you can easily build any number of different templates to suit all your needs. 


QicWorks allows you to create Job and Task Templates. Task templates can even be created without having to first assign them to a Job. 

From the  Business   main menu click on  Settings . Click on  Job & Task Templates from the Work Settings menu.

Permission

To create Job and Task templates you must have permission to access Job & Task Templates in General Account Settings. (Access can be set at  account  or  staff  permissions)

Task Templates

Task templates are a mirror image of what you see when you create a new task. That means that you are able to pre-set everything from the task’s status, departments, reporting tags, milestones, checklists, work patterns and priority, generic task descriptions, WBS, pay rules and pricing tables, as well as assign resources and materials that will be used to complete these works.

A Task template can be added to as many Jobs (and job templates) as you like.


For full flexibility (and reduced workload) we recommend that you leave your start and end dates blank. That way you will be able enter more accurate scheduling data when create your job. 


Job Templates 

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.


Create a New Job using Templates 

QicWorks now has the flexibility to create new Jobs in a variety of ways.

1.    Create a new Job with new task(s)

2.    Create a new Job using an existing Job Template – with or without attached tasks

3.    Create a new Job and select from existing Task templates  

4.    Create a new Job, select from existing Task templates and add new tasks



Once your job has been created you can then further edit the Job and Task details to suit this specific Job. Remember you can delete your Jobs and Tasks at any time, so long as you have not collected any costings (time or expenses) against them.


For more information about how to create a Job see Action: Create a Job
For more information about managing your templates see: Action: Create Job Template and Action: Create Task Template


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