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 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.