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How to add a Template to a Job
How to add a Template to a Job

How to add a template to a workarea within a job

Weston Zimmerman avatar
Written by Weston Zimmerman
Updated over a week ago

This article assumes you've already created at least one template so that you can add it to a job. If you have not yet created a template, please check out how to create one here.

Once you've created at least one template, this template is now available to be added to any workarea in any job. Watch (or read) this tutorial to now add it to your job.


Step by Step:

Step 1:

Go to a job, then to a workarea. Then launch the Item Catalog Browser as usual.

Step 2:

Find your template by searching or filtering. To make it easier to find your template, you can filter the browser to only show templates.

Step 3:

Once you've found the template you want, drag and drop it to the items section of the workarea, or click on the template and hit the little plus button to add it, just like any other item.

That will add all your items, production rates, and text descriptions that are contained in this template, to this workarea, all in one time-saving action. 😁 You're now ready to adjust your item quantities and add any other items to the workarea.


Let us know if you have any questions! πŸ’Œ

-Weston

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