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Create instruction set templates

Build reusable instruction sets in the template library

Written by Christy Umberger

Instruction set templates are reusable building blocks you can add to work order templates, PM templates, and individual tasks.

You can create and manage them in the template library.

Creating an instruction set template

  1. Go to the Templates page > Instruction sets tab.

  2. Click Create instruction set.

  3. Enter a title.

  4. Optionally, add a description.

  5. Optionally, choose to copy from an existing instruction set template.

  6. Click Create instruction set.

  7. Click Add instructions to open up the instruction options in a side window.

  8. In the side window, make your selections and click Add instructions.

  9. Build out your instructions, as needed.

  10. Click Instructions preview at the top of the page to preview your instruction set template.

Changes made in preview mode are temporary. Leave the task or reset the instructions to discard them.

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