Jobs & orders · 2 minutes reading time

Use a finished job template in the property

Transfer a saved activity and scheduling to a concrete property.

Use a finished job template in the property: View in the customer portal or in the employee app with sample data
Example view · Click the image to enlarge.The screenshots show the German example interface. The instructions are available in your selected language.
01

Prepare template

Create the required template under Jobs beforehand. It can contain either specific calendar weeks or recurring weekdays.

02

Open target property

Open the property to which the work should be assigned. Check whether the associated service and the service offered are suitable.

03

Turn on template selection

Expand Create jobs and set input to Select finished job. In the Finished Job field, select the template you want.

04

Add assignment

Select Performance and Employees. For a calendar week template, add the year; for a weekday template, the saved weekly selection is adopted.

05

Plan job

Apply the selection via Save order. Check the resulting lines in the Assigned Orders section.

06

Save property

Save the entire property. Repeat the process for additional properties for which the same template should be used.

Frequently asked questions

Will subsequent template editing change my existing property jobs?

No. Changes to the template apply to future assignments. Tasks that have already been created are managed separately.

Back to top ↑

What would you like to do?