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Jobs & routines · Web · Admin

Create a template

Set up the structure for a repeatable activity.

How to do it

  1. Open Templates in the left menu and select New.
  2. Give the template a clear name, choose its job type and write a useful description.
  3. Select Add, then use + to create the first screen.
  4. Add the components needed for the work and set each component's label and options.
  5. Save the template before leaving the builder and check that the save state confirms it.