The template is created in similar way as a new project, but can be re-used to minimise data entry.


  1. You can create a Template from -> Project Templates -> Add a New Template from the WorkGuru menu.
  2. From the New Template screen enter the following:
    • Name:  Template Name
    • Description: Additional information to help identify your 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.
  3. Save when complete.


Work Guru also allows to bulk import a product list into a template to speed up data entry on more complex templates.


  1. On the Add a Project Template page, click the "+Bulk Add Products" button on the top right of the screen
  2. Choose a csv files setup with the following headers.
    1. Sku - Stock Keeping Unit or product code
    2. Name - Product name
    3. Description - Additional information for the product
    4. CostPrice - Unit cost
    5. SellPrice - Unit sell price excl GST
    6. Quantity - Number of products
    7. Billable - Toggles if the product line is billable on an invoice or not.   Note product cost is still part of the template and project when applied.