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Create a Job from Job Template

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

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

  1. Select Jobs 
  2. Select All Jobs 
  3. Click on Add Using Template


Step 2: Select the Job Template you want to use

  1.  Find and Select the Job Template you would like to create your new job from

 

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

  1. Change the title of the Job 
  2. Select the Job Data from the template that you would like copied to your new Job by selecting the boxes
  3. Select any attachments that you would like to copy
  4. In the Tasks area, select a date of first scheduled task. You can also untick any tasks that you don't want to include in your new Job. 

 

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