Defining a Job Template

Background

Job Templates specify the initial Activities and Forms to be added to each new Job or Phase. Create a different Job Template for each job type that requires different job activities or forms. Other JobTracker users can then choose which template to use when creating a new job, based on the type of job.

Step-by-step

  1. Select Job::Edit Settings menu, select Templates, then click the New Template... button

  2. Enter a name and click the ... button to the right of the Activities Types field

  3. Check the Activity Types to include in this Job Template, click OK

  4. (Optional) Click the ... button to the right of the Forms field. Check the Forms to include.

To change the order for templates (the order appear in the dropdown for new Jobs), click any template and choose Re-Order Templates...

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