When you need to do something for a client, you can set up a job for it in Pixie. A job consists of one or more tasks. Whenever you create a job, you need to specify the tasks that form part of the job.
If you find yourself repeating the same tasks for other clients, you can save time by creating a job template.
A job template lets you define all the tasks for a particular type of job. You can also specify how often the job repeats and assign a default manager for it. Once you have defined a job template, you can select it while creating a new job. Pixie will then add all the default tasks for the job, saving you time and hassle, as you will not have to add each task individually.
In the same way, if you have a job that you have to carry out at periodic intervals, you can create a template for it. When you use the template in any job definition, Pixie will automatically recreate the job at the predefined interval.
A Job Template Example
A job template definition consists of two screens. In the first screen, you specify the details of the template.
For example, the above screenshot is of a template for a monthly management report. This report has to run on the first Monday of every month (Template Trigger), and we want this report to run every month (Template Frequency).
NOTE: The Template Trigger specifies when you want a job to start. The Template Frequency defines how often you want to create it. For example, if it was a bi-monthly report, you would specify every 2 months as the Template Frequency.
In the second screen, you specify the tasks that make up the job.
As you have seen in this article, Pixie allows you to create job templates defining the tasks that need to be carried out for a job. You can also define the frequency of the job. If you have recurring tasks or jobs, you can save some time by defining job templates for those tasks or jobs.