Using job templates is efficient when you have recurring jobs with the same tasks. To create a job template, go to the Jobs module.
In the Jobs module, click the arrow next to ‘ADD’ and select ‘Add New Job Template’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/06/Add-New-Job-Template.png)
How to define a job type
Click on the green icon to define a job type. Job types refer to services you provide for your clients. For example, job types could include ‘monthly payroll’ or ‘server backup checks’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/06/How-to-define-a-job-type.png)
Click ‘Add New’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/06/Add-new-job-type.png)
Enter a name for the job type and click ‘Save’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/06/Enter-job-type-caption.png)
Once you add a list item, you can edit, delete, or set it as inactive or default.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/06/Edit-Job-Type.png)
Enter a quick summary and description about the job, select a rate and click ‘Save’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/06/Add-New-Job-Template-Form.png)
How to predefine job tasks
Click the ‘Showing’ filter and select ‘Templates’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/06/Filter-by-Templates.png)
Select the template from the left column. Navigate to the ‘Tasks’ section and click the green icon to add tasks.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/06/Predefine-Job-Tasks.png)
Enter the job details in the form and click ‘Save’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/06/Predefine-job-task.png)
Repeat this process to add multiple tasks to the job template.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/06/Predefined-Job-Tasks.png)