Template — is a sample to create new jobs  using pre-existing fields and values. In a template you set the  appearance of job and possible resolutions to it. Also, in the template  you set the report fields, choose which one must filled to successfully  complete job.

To create new template, click on the Add template button.

Enter the name of the template and job type (all possible types can be configured in the menu Settings Jobs Types). Add short description of the job in the Description field. 

1454336260_58.pngIn  the mobile application, assignee will be able to see name of the  template and the description. He won't be able to see type of the job. 

All  the information you will enter using the fields in the template will be  automatically copied into the job created using this template. If you  already know how long will every job take, you can enter its value into Duration field.  Now when you create jobs with this template, you won't have to enter  duration each time. You can also assigne specific worker (or team) in  the Assignee field, if all the future jobs will be assigned to him.


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

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

Click on the Add button and 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 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.