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Reuse job setups

If you keep typing the same shape of job - the same base amount, the same variables - save it once as a template and apply it.

What a template holds

A name, a base amount, and a set of variables with their values. That is all, and it is deliberate: a template describes the shape of a piece of work, not a particular one. Dates, progress and whether something is tentative belong to the actual job and are never carried by a template.

Saving and applying one

  • Save from a job form you have already filled in. Names have to be unique within your account, ignoring case.
  • Apply while creating a job. It fills in the name, base amount and variables. If you have already typed something, you are asked to confirm first, because applying replaces what is in the form.
  • Manage them in Work setup → Templates - list, edit and delete.

This is the part worth knowing. Applying a template copies its values into the form and nothing else happens - the job you create is not connected to the template afterwards.

So:

  • Editing a template does not change jobs you already made from it.
  • Deleting a template does not affect any job. Unlike a job, though, deleting a template is permanent - there is no soft delete here to recover from.

If you want work that keeps appearing rather than a shape you keep reusing, that is a recurring job instead - see Add jobs and recurring work.