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Step-by-step Guide

What is a Job Template?

Article ID: 2988
Last updated: 04 Apr, 2023

If you are using Jobs and Tasks, you'll probably be using them for frequent work, such as Tax Returns. Instead of creating a new Job for every client each time you want to do a Tax Return, you can create a Job Template.

The Job Template can contain multiple Tasks, just like a standard Job. However, instead of entering the details every time you run a Job, the fields are populated with the selections made in the Job Template.

See How to create and apply a Job Template.

Article ID: 2988
Last updated: 04 Apr, 2023
Revision: 2
Views: 746
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