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Scheduling Templates
Create Scheduling Templates
You can add tasks for multiple departments in one click by making use of FastManager's scheduling templates.
To create a new scheduling template, select the option from the Edit
menu:
Next, click on the New Group button and give it a name, for example you may want to create a template for all your 'Heat Press' jobs:
All your departments will be listed on the left. Select one and click on the >
(send right) button to add it to the list on the right
Don't forget to Save
Using Scheduling Templates
When you add a schedule from a template, FastManager simply creates a task for each of the listed departments.
- Open the Task Editor screen from the
Tasks button
at the top of the Sales Screen, or from theTasks
tab on the Job Board
- Then click on the
Add from template
button and FastManager will display a popup menu with all your available templates:
- Select the template you want to use and FastManager will add tasks for all the departments from that template in only one click.
Re-Schedule
to have FastManager automatically select the defaults for each department.