Job Templates specify the initial activities and forms that are added to each new job or phase. Create a job template for each job type that requires different job activities or forms. If there are multiple templates, the user can choose which template to use when creating each job.
- Go to Job > Edit Settings and click on the New Job Template... button.
- Enter a name and click on the button to the right of the Activities Types field.
- Select the activity types to include.
- (Optional) Click on the button to the right of the Forms field. Select the forms to include.
