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Managing job templates

Job templates help you save time by reusing the same job setup when creating new jobs. You can create, edit, and manage templates directly from draft jobs.

Nicole Thorson avatar
Written by Nicole Thorson
Updated this week

Create a Job Template

Follow these steps to create a new job template:

  1. Create a job
    Set up the job exactly how you want future jobs to look. This includes all fields, settings, and content.

  2. Save the job as a draft
    Do not publish the job.

  3. Go to Draft jobs
    Navigate to your list of draft jobs.

  4. Convert the job to a template
    Click on the draft job and select Make job template.

  5. Add template details
    Enter a title and description for the template. This helps your team understand when to use it.

  6. Save the template
    Your job is now saved as a template.
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Use a Job Template

Once created, the template will:

  • Appear as an option when creating new jobs

  • Apply the saved structure and settings to the new job automatically

You can still edit the job after creating it from a template.


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Edit Job Templates

To update a job template, open it from the templates list, make your changes, and save. All future jobs created from the template will use the updated version.

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