Add a new template list

Open To-dos and click on the template tab. Click on + List to add a new template list -

  • Add a name and description for the list

  • Select a job type to add this list of tasks to all jobs of this job type (optional)

  • click save

Add tasks to this list

Click on + Task to add a task to this list

  • Add name and description (optional) for this task

  • Set a due date

  • Assign the task to a staff member

Click create to save the task

Schedule a job and set the job type

Set the job type selected on the To-Do template list

The template To-Do list for the matching job type is added the job

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