Add work orders from templates

To add work orders from your list of templates, start by pressing the button "Templates".

This will prompt a window with a list of the templates that your company has. 

Select the templates you wish to add to your project by ticking the box next to each work order. If you want to select all templates, click on the checkbox on the top of the list. 

If you want to filter the list, use the filters on top of the page, and you can also use the expand icon next to each template if you need to see its contents. 

The templates include names, descriptions, tags and cost items. The description field might also include smart variables, which will automatically adjust the content to fit the vessel it is added on. 

Once you have filtered the list and identified which templates you would like to add, select them and press the button "Apply". This will create work orders on your project accordingly. 

You can still make any changes you want after they are added to the project. Any changes you make inside a project are not automatically changing the template. However, if you are an admin, you will have the option to update the templates.