Step 3: Templates & Workflow
11 articles
How Templates can save you time and money across your business
Create an Estimate Proposal Template
Creating Estimate Templates
Creating Document Templates
Creating Task Templates
How to create a schedule item
How to create a schedule item that is not job-related
Customising Schedule Item Colours
Schedule Item Reminders
How to Export your Gantt Schedule
Viewing Phases in the Gantt Schedule and Assigning Schedule Items