Step 3: Templates & Workflow
Create templates to master your workflow
By Jack and 2 others3 authors12 articles
- Set Up Project Templates and Standard Durations
- How Templates can save you time and money across your business
- Creating an Estimate Template
- Creating Document Templates
- Creating Task Templates
- Cost Groups
- How to create a schedule item
- How to create a schedule item that is not job-related
- Customising Schedule Item Colours
- Schedule Item Reminders
- How to Export your Gantt Schedule
- Viewing Phases in the Gantt Schedule and Assigning Schedule Items