A template serves as a predefined framework for creating new jobs, incorporating existing fields and values. It defines the job's layout, specifies potential resolutions, and outlines required report fields. It also identifies which fields must be completed to ensure the job is finalized successfully.


Creating a template

To create a template, go to the Settings → Templates page.


 

To create a new template, click on the Add template button. A new template window will open.

 

There are three groups of fields in templates:


  • Main fields — fields that are present in all Planado jobs; they cannot be deleted or renamed, but they may be optional. For example, duration, template name, order type, description. These fields are filled in the template or when creating an order based on it.
  • Custom fields — fields that are filled in by the dispatcher when creating a job. They usually contain information that will help the performer complete the order. For example, this could be an instruction file, a dispatcher's comment, or room dimensions. Additional fields come in different types.
  • Report fields are fields that the worker fills in when completing the job. They are filled in by the performer via a mobile application, and if necessary, the dispatcher can edit them via a web application.


Provide the template name and choose a job type (configurable under Settings → Types). Include a concise job description in the Description field.

 

In the mobile application, the assignee can view the template name and its description, but the job type will remain hidden.


 

⚠️ All information entered into the template fields will automatically transfer to the job created using this template. If you already know the estimated duration for each job, you can input it in the Duration field. This way, when creating jobs with this template, you won’t need to manually enter the duration each time. Additionally, you can pre-assign a specific worker or team in the Assignee field if all future jobs will be consistently assigned to them.


Add custom fields that will contain information for the performer. For example, this could be instructions for the worker or a comment from the dispatcher.  



Custom fields can be:


  • Invisible to the assignee — when you need to hide some information.
  • Required fields — the dispatcher will not be able to create or update a work order if the fields are empty.
  • Fillable via API — such a field cannot be filled in via the web application. Suitable for information that needs to be filled in only through integration, for example, the ID of an entity in an external system.


Choose resolutions for assignees to use when they complete the job (resolutions can be configured in the menu Settings → Resolutions).

 

In the job report, you can add all the necessary fields. The assignee will have to fill them to complete the job in the mobile application.


Click on the Add button and the template will be created. 

 

Edit template

Find the template you need to change in the list, click on its name, make changes, and click on the Save button.

 

All the new changes made to the template will be used only when you create new jobs. For the already existing jobs, that use this template, changes won't be applied.


 

Template, new or already existing one, can be deleted with the click of the button.

 

 

Under the template edit window, you can see all the jobs created with this template.

If you want to know more about report fields, read our job report article.

If you need any help, leave us a ticket or write to our email address: support@planado.app.