Jobs & Workflow

Saving your own templates

2 min read

Once you've set up a job workflow you're happy with, you can save it as a template so you can reuse it on future jobs.

Saving a job as a template

  1. Click Edit Trak on the job to enter edit mode
  2. Click the Save as template icon
  3. Select Save as Template
  4. Enter a name for the template
  5. Click Save

The template is saved immediately and available to all team members.

Saving templates in FoxTrak

Managing templates

Go to the Templates page to view, edit, duplicate, or delete your templates. Duplicating a template creates a copy with "(Copy)" appended to the name.

Only one person can edit a template at a time — if someone else is editing it, you'll see a lock indicator. It releases automatically after 30 seconds of inactivity.