Templates help with repeating project structures, and ensure consistency across your work.

Before creating templates, take time to map out real-world job structures.

The best way to get started is to add a few fully completed jobs into Streamtime and analyse them.

Ask yourself:

This exercise helps you identify patterns and ensure your templates reflect the way you work.

When creating template jobs, think beyond just your immediate needs. Consider the entire lifecycle of a job and how different teams interact with it:

By anticipating these needs, your template jobs will be more structured, scalable, and useful across different teams.

To make your templates as effective as possible, keep these reminders in mind:

We always recommend you build out the largest-case scenario in your template. When duplicating, it’s easier to remove items than to add them repeatedly.

The more you include in your template, the less admin you have on each individual job too. Learn more about what to include in template jobs.

You can create as many templates as needed, but having too many variations means more updates when making changes. Aim for a balance between flexibility and simplicity.

Templates, just like the work you do, will evolve over time so remember that you’ll learn what works and can refine your templates at any time.

To keep things simple, you create a template job in the same way as you would create any job in Streamtime, with a few additional steps.

Learn more about creating a job.

To designate it as a template, all you need to do is add a label or simply include the word 'template' in the job title. This makes it easy to identify and retrieve for future projects, streamlining your workflow even further. It's all about keeping things uncomplicated and efficient.

Reduce admin by including as much detail as you can within your template. Consider the key elements:

Here's a walkthrough of making the most of the timeline functionality.

To keep your workspace neat and ensure that template jobs don't skew your financial reporting, it's a good idea to archive the template job. This way, it's out of sight but not out of mind, ready to be used when you need it, without muddling your financials. Simple housekeeping like this goes a long way in maintaining clarity and accuracy.

We recommend creating a saved view for all template jobs for quick and easy access.

To use a template job, you simply need to duplicate it. You can do this from the jobs list view or from the job itself by clicking the three dot menu and selecting duplicate.

You'll have the option to choose what you want to copy over from the original job, including the start date of the new job.

You can of course follow these steps for any job, meaning it's easy to turn a new project into a template any time.

Sometimes you don't need a whole job so setting up roles, items, expenses and rate cards in advance can help you reduce admin when creating jobs too.