Creating a New Work Order Template
Access the platform menu in the upper right corner;
Click the "Work Orders" button;
Click on "Templates".
Adding an Existing Template
In the right side or in the center of the templates tab, click on "Add Templates";
Choose a previously created Work Order to be used as a template;
Click "Confirm".
Customizing a New Template
Choose a name for the template;
The option "Visible to the Entire Company" is not required, but can be selected if necessary;
Click "Save".
Creating a Template in the Work Order Screen
On the Work Order creation screen, fill in the details that are repeated in the template.
Select the three dots in the upper right corner of the screen and then, "Create a template".
Activities in Work Order Templates
Note that when creating a Work Order template, the Scheduling field will be unavailable in the Activities section. This is because it cannot be linked to specific dates. If you need the Scheduling field, you will only find it in the original Work Order.
Important Note: Ensure that, at the very least, the "What needs to be done" field is filled out to create a template directly from a new Work Order.
How to Use a Work Order Template
After filling in the details, the template will be displayed in the "Templates" menu.
With the template saved, to create a Work Order based on it, simply select it.
To learn how to create a new Work Order, access this article.