Qic-Guide Series: Timesaving Templates
Creating Job and Task templates are a great way to save time when you need to setup frequently used jobs. Not only do templates help to standardise your Job and Task data, but now you can build any number of templates and prepopulate them to suit particular clients, projects, repetitive jobs or shifts.
Apart from having to assign an organisation to your Job and Task templates, you can pre-set as much or as little data as you want. Don’t worry if your templates are missing details, as QicWorks inbuilt smarts will prompt you to complete any mandatory fields once you convert your template to a Job and save.
QicWorks also has functionality included to create stand alone Task templates ie Tasks that are not yet linked to any Jobs.
To create Job and Task templates you must have permission to access Account Settings.
Templates can be created and edited as many times as you like with your changes rolled out the next time you use that template. You can also activate and deactivate your templates.
Task templates are a mirror image of what you see when you create a new task. This means that you are able to pre-set everything from the task’s status, departments, reporting tags, milestones, checklists, work patterns and priority, generic task descriptions, WBS, pay rules and pricing tables, as well as assign resources and materials that will be used to complete these works.
A Task template can be added to as many Jobs (and Job Templates) as you like.
For full flexibility (and reduced workload) we recommend that you leave your Task start and end dates blank. That way you will be able enter more accurate scheduling data when you create your job.
Job templates can be created without having tasks attached or alternatively, you can link existing task templates to them and/or create new tasks.
Create a New Job using Templates
QicWorks now has the flexibility to create new Jobs in a variety of ways.
1. Create a new Job with new task(s)
2. Create a new Job using an existing Job Template – with or without attached tasks
3. Create a new Job and select from existing Task templates
4. Create a new Job, select from existing Task templates and add new tasks
Once your job has been created you can then further edit the Job and Task details to suit this specific Job.
Reach out to our support team at email@example.com to see how QicWorks Job and Task templates to help make QicWorks of Job Management.
QicWorks is a business management solution that has been designed to manage complex rate structures, across multiple entities and worksites, all from the one account. QicWorks provides accurate real time field data giving you the confidence to make the right decisions. Contact us today to see how QicWorks can transform how you do business.
The information contained within this blog is of a general nature only. It does not take your specific needs or circumstances into consideration. You should look at your own situation and legislative requirements before making any decisions