Job Templates

Use Job Templates in the Projects & Jobs submodule in the Settings module to view the list of saved job-related templates for your Company. You can delete templates and enable their use in other Companies in your WorkBook system.

To use Job Templates in the Projects & Jobs submodule, you must have access to Settings as defined in User Access Rights under Settings.

You can create and use job templates in the following:
  • Jobs > Briefing
  • Jobs > Tasks
  • Jobs > Price