Jobs: Job Templates
Job Templates are used to streamline the creation of multiple Jobs that share common field values. Standard information such as Site, Manager, or Job Type can be pre-filled in the template and automatically applied when generating new Jobs.
For example, if multiple Jobs take place at the Gonzaga Wind Site and have Cole Jiaras listed as the Manager, a Job Template can be created with these values to eliminate repetitive data entry across individual Jobs.
Table of Contents:
- Navigating to the Create New Job Template Form
- How to Create a New Job Template
- How to Use a Job Template
Navigating to the Create New Job Template Form
To navigate to the Create New Job Templates Form, start by clicking the Jobs Tab from the main navigation bar at the top of the screen. Then, click the "+ New Job" Button at the top right of the screen. Next, click the "Edit Templates" Button in the "Choose Template" Section of the Create New Job Form.
This will open the Create a New Job Template Form.
Please see the video below for a demonstration:
How to Create a New Job Template
From the first page of the Create a New Job Template Form, start by entering a Name for the Template and an optional Description (demonstration below). Then, click "Save".
This will open the second page of the Create a New Job Template Form. The fields on this page will look identical to the fields in the Create a New Job Form.
For a breakdown of each field, read the Create a New Job Form Settings Section of our documentation here.
Each value that is entered in the second page of the Create a New Job Template Form will be populated by default when a Job Template is selected.
How to Use a Job Template
To navigate to the Create New Job Templates Form, start by clicking the Jobs Tab from the main navigation bar at the top of the screen. Then, click the "+ New Job" Button at the top right of the screen.
Next, click on the "Search for Template" field and select your desired Job Template from the dropdown. This will open a Create a New Job Form with all of the fields from the Job Template pre-loaded. Additional edits can be made to the Job Form. Once all edits have been made, click "Save".
Please see the video below for a demonstration:
