Using templates

Create a workflow template

When you add a workflow to a job, the system will give you the opportunity to choose a template. This can save you time if you know a certain template already has many of the components you intend to add to this job.

Before selecting a template though, you need to create one.

Creating a template can be done in 2 ways. The most common way is essentially saving a workflow for re-use. For example, once you have setup a workflow within the Edit Workflow screen, you may think "Hey I like the way these components are set out, and the budgets on them, and the staff assigned to each component.... so I want to save this workflow so I can quickly use it again".

• Click Edit > Edit Workflow from the grey taskbar whilst viewing a job.

• From the Edit Workflow screen, only make changes if you wish to modify the current workflow. In the next step you can make changes that will apply to the new template but not affect the workflow which you started with. Click Create Template.

You are now able to give the template a title, additional components, edit the ones that were pulled through from the workflow you were just viewing, and Save. At the bottom of the page the Total budget will be updated as you make changes.

Once you have created a template, you (and other users) will be able to select it as the starting point when adding a workflow to a job. This can save you a lot of time in setting up new jobs.

The 2nd method for creating a template  - requires admin access