You can create separate templates for each type of jobs. Templates will help you to create jobs in a quick and simple way.


In the menu Settings → Templates you will already have a set of default templates: you can edit them or create new one.


Enter  all the common for a jobs information in the template. For example, you  can set type of job and its expected duration, brief description,  choose available resolutions to complete jobs. When you create jobs with  this template you won't have to type this information all over again.


Edit  what information will be in the report using custom fields. Define  which fields are required to finish the job with check mark. 


In order to successfully complete job, assignee will have to fill the report including all the required fields.


You can read more about working with templates, reports and lists of jobs in the Jobs section.


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