Project Templates
Project Templates in WorkGuru let you have pre-defined lists of Tasks and Products that can be applied to Quotes, Projects and Project Groups. Templates s...
Fri, 9 Oct, 2020 at 10:35 AM
The template is created in similar way as a new project, but can be re-used to minimise data entry. You can create a Template from Administration ->...
Fri, 27 Aug, 2021 at 2:05 PM
If your project template requires a large number of product lines, such as a fabrication template, you can import these products in bulk via a .csv spreadsh...
Tue, 7 Sep, 2021 at 5:24 PM
If you need to delete or edit the Name and/or Description and the task and product line items of your existing Project Templates, you can do it from Adminis...
Fri, 27 Aug, 2021 at 2:10 PM
As pricing changes for products over time, the project templates will not get updated automatically. To ensure your projects are being forecast correctly, ...
Tue, 5 May, 2020 at 11:09 AM