Create and reuse a assignment template

Assignment templates in Koho – Purpose and Benefits

Work order templates in Koho make it easier to organise, schedule and monitor recurring tasks. Templates speed up the creation of newTyömääräysand ensure consistency in content. This guide explains how to create a new work order template and use it effectively.

1. Create a assignment template

1. Open the Projects menu.

2. Select Assignment templates.

3. Click + Assignment template to start creating a new template.

2. Configure general settings

Set the recurrence and validity of the base, and make the necessary additional settings.

3. Set the billing basis

Select the task template on the basis of which the invoicing and reporting of the work order will be implemented. Make sure that the task template is available for all selected customers.

4. Select employees

Choose who to assign work orders to:

• Responsible persons for customers and selected users

• Only selected users

• Project managers or participants

You can also narrow the selection by customer roles or special groups.

5. Select a category

If desired, set a category to make it easier to group and search for templates.

6. Add Requirements

Add the actions required for the work order and specify their due dates in relation to the start date of the work order. If necessary, add reminders or estimated working hours. Remove unnecessary operations before recording.

7. Add products

Add default products that are automatically entered into the time entry when all actions have been marked as completed. Review and, if necessary, modify the products before approving the work order.

8. Add customers

Select the customers for whom work orders are created. Finally, save the work order template.

Customers can also be allocated retrospectively in the Projects > Customer matrix view.

9. Confirm how data appears on work orders

• The name of the work order is displayed under the customer's name.

• The comment appears in a closed row below the task name and in an opened row below the actions.

• The start date is displayed according to the specified display format.

• The task will appear in the task field.

• The measures are shown on the right side of the work order.

• A separate copy of the work order is created for each customer.

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