Using a Work Template to create work

If you have standardized processes saved as a Work Template, you can create Work from this. When you create a new piece of work, choose “Use a template”.

You can then search for the Template you want to use. You’ll also be able to select start and due dates and an assignee, like you normally would for any new piece of work.

When you choose “Create”, your new piece of work will include the same Tasks and details, description, and documents that are saved in the Template.

If you assigned tasks in the Template to Job roles, you'll be given the option to assign all tasks that have been allocated Job roles, to colleagues. 

Once it has been created, the new piece of work will become ‘divorced’ from the Template. This means that if any future changes are made to the Template, these won’t flow through to any created pieces of work.

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