How to Create a Job from a Template

To create a job from a template:

1. Go to the Templates menu on the left bar
2. Find your template in the "Firm Templates" tab (or direcly use a Client Hub Template)
3. Click on that template card
4. Then in the Template Detail drawer that opens, select the "..." menu to the right of the template name
5. Click "Create Job" (the first action in that menu)
6. Select the client and dates and create the job