Help › Planning the work

How do I save a work order as a template?

For owners and office staff

A template is a work order you can start from again, such as “Banquet set-up”.

1. Open a work order in the editor.
2. Type a name in the Template name box at the bottom and click Save as template.
3. Next time, pick it under Start from a template on a new work order.

Tip: To delete an old template, go to Settings → Lists.

More in “Planning the work”

• How do I create a work order?
• How do I build a checklist?
• How do I assign work to someone?
• How do I make a work order repeat?
• How do I copy a work order, a day or a week?
• How do I import from a spreadsheet?

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