Step 3: Templates & Workflow
Create templates to master your workflow
Set Up Project Templates and Standard Durations
Cost Groups
How Templates can save you time and money across your business
Creating an Estimate Template
Creating Document Templates
Creating Task Templates
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