How to use job templates

By L8MS Team · Updated 10 Nov 2026

Works Schedule › Job Templates lists tasks across your sites and exports their task templates — Excel workbooks laying out the assets and tests, for example for a contractor working on paper.

The Job Templates task list
Job Templates.

Steps

  1. Tick the tasks (the buttons select all or none).

  2. Click Export Templates. You get an Excel workbook for each.

Entering the results

To load a completed sheet back in, use Worksheet › Upload worksheet on the visit’s results page, with the worksheet downloaded from that visit.

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