A project template is comprised of the same line items as a new project, but can be re-used to minimise data entry.
You can create a template by clicking on the Create New Project Template from the project template dashboard (Administration -> Project Templates)
From the new template screen enter the following:
- Name: Template Name
- Description: Additional information to help identify your Template
- Is Production Job Template: For project templates, ensure this option is NOT ticked. When enabled, this will add the Output lines to switch the template to a production template.
- Tasks: Search and Add Tasks and adjust Quantity and Cost to suit the Template. Templates will apply with the configured Qty when added to a Quote or Project.
- Products: Search and Add Products and adjust Quantity and Cost to suit the Template. Templates will apply with the configured Qty when added to a Quote or Project.
Click Save or Save and Continue Editing when complete.
WorkGuru also allows to bulk import a product list into a template to speed up data entry on more complex templates.
Project templates are now available in the All and Project tabs on the project template dashboard.