Template Automation with CreataCRM

Hierarchy

The Project Management module consists of 3 main types of records:

  • Project - Represent a progression of Jobs with interlinked dependencies. We recommend using these for long jobs that are being split between multiple users.
  • Job - Represent a medium workload that may contain many smaller steps. Jobs have a checklist of Tasks that users can mark as complete.
  • Task - Represent small workload objectives. They are scheduled to users, and can be individually checked off.

If you would like to watch a video on how to create a Job Template click on this link

Create a new Job Template

Navigate to the Job Template listview, and click New

Fill out the new Job Template

The fields in Job Template are all used to determine the values of the Job they generate:

  1. Name - Determines a created Jobs Name
  2. Job Type - Determines a created Jobs Type
  3. Job Status - Determines a created Jobs Status
  4. Scheduled Duration - Determines how long a created Job will be scheduled to take
  5. Allocated Time - Dertimes how much time to allocate to a created Job
  6. Assigned Users Criteria - Any users that match this criteria will be assigned to created Jobs
  7. Description - Determines a created Jobs Description

Save the Job Template

Click Save and View to save the new Job Template

Go to the lower tab section of the Job Template, anc click New

We need to set the Target Template. Click on the magnifying glass for Target Template

Double click on the Template you would like to link

Click Save and View, to link the template

You should now see the template has been added to the tabed section

Go to the Task Template section of the Job Template, anc click New

We need to set the Target Template. Click on the magnifying glass for Task Template

Double click on the Template you would like to link

Click Save and View, to link the template

Job Template Gantt view

To se the Gantt for the Template, click on the Gantt tab

Organise child template start times in the Gantt

You can drag Templates left and right. This lets you schedule them around each other.

Associating in the Gantt 1

To add a dependency line between 2 templates, hover over one, then click and drag from the black dot, to the black dot on the second tempalte

Associating in the Gantt 2

Once you let go, the dependency will be generated, and should look something like below

Creating a new Job using the template

Navigate to Jobs and click New

Insert Template into new Job 1

Go to the Tools menu, click on the Insert Template dropdown, and select the template you want to use

Insert Template into new Job 2

CreataCRM will prompt you to confirm. Click OK

Save the new Job

Now click Save and View, to save the Job with the template data

The Job has been saved, with the information and Tasks from the template

The new Job has now been saved with the values, Jobs, and Tasks from the template you used.

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