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Templates are predefined documents that contain commonly entered information and from which new documents of that type can be created. They save time by reducing user input to only the data required for a specific activity.


There are two ways of creating templates from the Job Bag:

Job details and tasks template.

This will create a template with the Job details along with tasks that have been added to the Job.

  • Users that have been assigned to these tasks will not be pulled through when the template is applied
  • The Client name, Product and status will not be stored. 

Tasks template:

This will create a template for tasks that have been added to the Job. 

  • Users that have been assigned to these tasks will not be pulled through when the template is applied. 
  • If you have parent/child tasks, these will form part of the template and will be applied as is.
  • If notes were added to tasks they will form part of the template.


Below are steps to show you how to:


Step-by-step guide



Creating a Job and Tasks template


  1. Open the Job Bag that you want to create as a template.
  2. Click the More button and select Create Template.



    Create Template dialog appears.

  3. Enter a name for the template.



    Shared across all Companies - if checked, all companies will be able to use the template. If unchecked, the template can only be used when logged into the current company.
  4. Click the Ok button.



  5. The template will be available in the Templates section of the Add New dialog when adding a new job or from the Apply Template option on an existing job.



    See Apply Job Template to read more about applying this template. 


Creating a Tasks template


  1. Open the Job Bag with a set of tasks that you want to create as a template.
  2. Click the Create Template button.



    Create Template dialog appears.

  3. Enter a name for the template.



    Shared across all Companies - if checked, all companies will be able to use the template. If unchecked, the template can only be used when logged into the current company.
  4. Click the Ok button.



    The Template will be available from the Apply Template drop down options from the tasking section of the Job Bag.  



    See Apply Job Template to read more about applying this template. 




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