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Use Template to Create Jobs for Clients
Use Template to Create Jobs for Clients

Workflow, Assign, Projects, Duplicate, Job Creation

Beatty W avatar
Written by Beatty W
Updated over 3 months ago

1. From the Jobs tab, click on the Templates subtab

2. Click on the name of the template to view the template's profile

3. Double check your template to ensure it is setup correctly before continuing

4. Click the drop down button arrow next to Create job from template and select create job for multiple clients

5. Filter by client name or tags to view only certain clients

5. Select and move clients from available to selected by clicking the greater than symbol 

6. Click on the Duplicate button on bottom left of the pop up screen

7. You will now be able to view your newly created jobs under the jobs tab!

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