Set up a Job Template

Posted by Genny Stevens on Dec 1, 2014 6:00:00 AM

Find me on:

Chances are your jobs or quotes use similar tasks, milestones, and folders each time. Use job templates to speed up your workflow and create consistency in your processes.

For further details, go to the Job templates topic in the WorkflowMax help centre.

Topics: Quotes and jobs

More in 'Using WorkflowMax'