Templates are available on the following pages and Flyouts:


  • Crew Members Page
  • Clients Page
  • Orders Page (including Orders Tab, Jobs Tab and Offers Tab)
  • Daily Pulse Page
  • Timesheet Page
  • Send Message Flyout
  • Invite Flyout


Templates are a great way to manage filters and grid selections (where available) that you wish to have easily accessible or use repeatedly.  Templates save you time, avoiding needing to set filters repeatedly.  Templates can also be updated as needed.


There is a default template that is automatically set for each of the pages where templates are available.  However, this template can also be modified.


Templates are specific to the admin user account and not shared between users.  This means that if for different administrators who have various tasks, jobs and focuses, each account can be customized to quickly display data that pertains to them and their projects on a day to day basis.


Templates on Invite Flyout:


Flyouts do not currently allow grid selections, so templates for these sections are limited to filters/quick filters.


To save a new template:


  • Set the filters that you would like

  • Click on the Template dropdown
  • Select "+ Save As Template"



  • Name your Template
  • Click "Save"



To update a template:


  • Change your filters with the template that you would like to update selected
  • Click Save next to the filter selection dropdown to Save updates




To update the Default Template:


  • Set the filters that you would like
  • Click on the Template dropdown
  • Select "Save as default"

Templates on Pages:


For the pages with template available, all contain at least one view with grid.  These grids can also be included when saving Templates, to help you customize the information that you are viewing in your templates along with filters/quick filters.


To save a new template:

  • Set any filters that you would like included in the template


  • In grid, select/deselect to set the columns using the cog that you would like included in the template

  • Click on the Template dropdown
  • Select "+ Save As Template"



  • Name your Template
  • Click "Save"



To update a template:


  • Change your filters with the template that you would like to update selected
  • Click Save next to the filter selection dropdown to Save updates




To update the Default Template:


  • Set the filters that you would like
  • Click on the Template dropdown
  • Select "Save as default"


Deleting a Template:


On both Pages and Flyouts, you can delete templates that you no longer need.


Note that the template selected as Default cannot be deleted, nor can the standard Default template (although it can be updated).


To delete a template:


  • Select a different template than the one that you would like to delete from Templates Dropdown

  • Reopen Templates dropdown
  • Select Trash Can Icon that now appears next to  to delete


Templates in Messages:


Coming Soon