You can create a Template from -> Project Templates -> Add a New Template from the WorkGuru menu.




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.


Save when complete.