A production template is comprised of the same line items as a new production job, but can be re-used to minimise data entry.  The primary difference between a project and production template is the output lines.    NOTE: Production templates can not be used on quotes or projects.  Project templates can not be used on production jobs.


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:  Ensure this is selected as this enables the output lines required for a production template.
  • Output - Product(s) being produced. SKU must exist as a FIFO product in WorkGuru. The output lines are what are being produced and moved into stock on hand at the value of the following tasks and products.
  • 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.


Production templates are now available in the All and Production tabs on the project template dashboard.