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Create a Job from Job Template

← Job Management

🔸 Want to know how to create a Job from a Template? 🔸

                       🔸 Here's how! 🔸


Creating Job templates

Step 1. Navigate to All Jobs and Add Using Template, or quickly Add Job Using Template via Quick Actions



Step 2. Select the Job Template you want to use




Step 3. Change the title, add a date, then scroll down and select the data you would like to copy to your new Job






Step 4. Now when you're ready, click 'Save' then your Job will show on the right



Step 5. If you need to update contact details etc. just click 'Edit' on your newly created Job Card




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