Fortix PlatformFortix Freedom Business Systems WorkHow to Create a Work Area Template

How to Create a Work Area Template

Using a template in Fortix increases productivity and improves communication and accuracy of work being done. The Work Area template is used when adding a new Work Are to your Project or Job.

This article explains how to add a Work Area Template.

To Create a New Work Area Template, navigate to the Setup page. Find Work Area Template under PROJECTS / JOB or SALES ORDER heading.

The quick shortcut is: /?module_templates

A list of current Work Area Templates opens. Click Add New to create a new work Area Template.

The ADD NEW WORK AREA TEMPLATE form opens. Add the Template details and click SAVE to commit the record to the system.

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