--- title: "Project, job, and task templates overview" slug: "project-job-and-task-templates-overview" updated: 2026-10-29T14:54:55Z published: 2026-10-29T14:54:55Z canonical: "help.servicetitan.com/project-job-and-task-templates-overview" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Project, job, and task templates overview ## Overview Templates allow you to pre-populate details for new projects, jobs, and tasks. This ensures you're not manually entering in the same info over and over for your standardized workflows. You can also add job and task templates to existing projects for a seamless setup. [Project, job, and task templates overview Video](https://fast.wistia.net/embed/iframe/22n97bctib?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Job templates can only be used on projects and are not available to use in **Job Booking.** - Task templates must be included inside project or job templates and are not available to use in **Task Management.** - Anything pre-populated by a template can still be edited or removed as needed. ## Create project templates To create a project template: 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D). 2. In the side panel, go to **Operations** **>** **Templates**. 3. Click **Projects**. ![User interface displaying project templates with options to edit and create new templates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-fi2jhuz8.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 4. Click **Create Project Template**. 5. Enter a name for the template and fill out the details that you want pre-populated on any project created using this template. > [!NOTE] > **Note:** If your office uses prevailing wage, you can turn on the **Prevailing Wage** toggle to mark every project created from this template as prevailing wage. For more on prevailing wage, see [Use prevailing wage](/construction/docs/use-prevailing-wage). > > ![Create Project Template form showing Job Template selection and enabled Prevailing Wage option before creation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Prevailing Wage.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) > [!NOTE] > **Note:** If you have any [custom fields](/construction/docs/use-custom-fields) that are assigned to the Project record, they appear here as well. 6. If you want the project template to include job or task templates, select them from their respective dropdowns. 7. When finished, click **Create**. ![Form fields for creating an install template with various project details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-lp5jy7mu.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) ## Create job templates To create a job template: 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D). 2. In the side panel, go to **Operations** **>** **Templates**. 3. Click **Jobs**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-rz65xm04.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 4. Click **Create Job Template**. 5. Enter a name for the template. 6. Click **Add Job.** ![Form for entering job template details with an 'Add job' button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-y5erqpdj.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 7. Fill out the details that you want pre-populated on any job that is created using this template. > [!NOTE] > **Note:** If you have any [custom fields](/construction/docs/use-custom-fields) that are assigned to the Job record, they appear here as well. 8. If you want the job template to include a task template, select one from the **Task Template** dropdown. 9. When finished, click **Add**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-imr7k7e7.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 10. Repeat steps **6-9** until the overall job template includes all the jobs you want. 11. When finished, click **Create**. ## Create task templates To create a task template: 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D). 2. In the side panel, go to **Operations** **>** **Templates**. 3. Click **Tasks**. ![User interface showing task templates with options to create and edit tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-jo0540tw.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 4. Click **Create Task Template**. 5. Enter a name for the template. 6. Click **Add Task**. ![Form for creating a task template with fields for name and description.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-vsdakhfh.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 7. Fill out the details that you want pre-populated on any task that is created using this template. 8. When finished click **Add**. ![Form for adding a task with fields for details and options to select.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-add-task-template.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 9. Repeat steps **6-8** until the overall task template includes all the tasks you want. 10. When finished, click **Create**. ## View and edit existing templates To review and edit templates you've already created: 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D). 2. In the side panel, go to **Operations** **>** **Templates**. 3. Click **Projects**, **Jobs**, or **Tasks**. ![User interface displaying project templates with options to edit and create new templates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-upepx6kw.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 4. Click **Edit** for the template you want to review. 5. Make any necessary changes and click **Update**. ![Form fields for project details including name, type, dates, and status selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-jk2dtynr.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) > [!NOTE] > **Note:** Template edits are *not* retroactive and only apply to new projects, jobs, or tasks created from the template after the edits are saved. ## Create projects using templates After you have created some project templates, you can use them to quickly and easily create new projects. 1. [Create a project](/construction/docs/create-a-project) from a customer, location, or job record. 2. Select a template from the **Project Template** dropdown. The project details pre-populate based on the template. ![Dropdown menu for selecting project templates with highlighted options for installation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-select-project-template.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 3. Fill out or edit any additional information for the project as needed. 4. Click **Next**. 5. (Optional) Select job and task templates from their respective dropdowns and make changes as needed. If the project template included job or task templates when it was created, they are pre-populated here. ![Project management interface showing job and task templates with options to include tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-cnh8gr8p.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) > [!NOTE] > **Note:** Some fields like *Start Date, Arrival Window,* and *Assigned To* are required. If these weren't already filled in on the templates, you need to fill them in here to proceed. 6. When finished, click **Create Project**. ## Apply job templates to existing projects After you've created some job templates, you can use them to quickly and easily add jobs to existing projects. 1. Open the project you want to apply the job template to. 2. Click **Jobs & Appointments.** 3. Click the **Job functions** dropdown and select **Apply Job Template**. ![Dropdown menu showing job functions with options to apply job template or book new job.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-a6se5lie.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 4. Select the job template from the dropdown. 5. Select the jobs you want to add to the project if the template contains more than one. > [!NOTE] > **Note:** Some fields like *Start Date* and *Arrival Window* are required. If these weren't already filled in on the template, you need to fill them in here to proceed. 6. When you're finished, click **Apply**. ![Job template selection interface with options for job types and project details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-job-template-click-apply.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) ## Apply task templates to existing projects After you've created some task templates, you can use them to quickly and easily add tasks to existing projects. 1. Open the project you want to apply the task template to. 2. Click **Task Management**. 3. Click **Apply Task Template**.![User interface showing project details and task management options for Project Skyline.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-09-22 at 4.29.18 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 4. Select the task template from the dropdown. 5. Select the tasks you want to add to the project if the template contains more than one. > [!NOTE] > **Note:** Some fields like *Assigned* to are required. If these weren't already filled in on the template, you need to fill them in here to proceed. 6. When finished, click **Save**. ![Task management interface showing tasks with options to include and save changes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-r60li0wc.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) ## Apply task templates to existing jobs After you've created some task templates, you can use them to quickly and easily add tasks to existing jobs. 1. Open the job you want to apply the task template to. 2. Scroll to the *Tasks* section and click **Apply Task Template**. ![A user interface displaying task management options and the Jade Rule for invoices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-09-22 at 4.24.56 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) 3. Select the task template from the dropdown. 4. Select the tasks you want to add to the job if the template contains more than one. > [!NOTE] > **Note:** Some fields like *Assigned* to are required. If these weren't already filled in on the template, you need to fill them in here to proceed. 5. When finished, click **Save**. ![Task management interface displaying tasks with options to include and save changes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/project-job-and-task-templates-overview-image-fv3ga109.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A47Z&se=2026-10-31T02%3A36%3A47Z&sr=c&sp=r&sig=%2BIx%2FaHdr4szU8Fiib%2F6lMuTZLVjuNUQjKR24Uhk9yqQ%3D) ## Want to learn more? - See [Create a project](/construction/docs/create-a-project) - See [Project Management Home](/construction/docs/project-management-home) The time range communicated to a customer for when a technician will arrive. **What it does:** Sets customer expectations proactively, reducing 'where's my tech?' calls and improving satisfaction scores. **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)