---
title: "Tasks > Create Schedule from a Template"
canonical: "https://technology.bytangram.com/space/TGKB/247627893/Tasks%20%3E%20Create%20Schedule%20from%20a%20Template"
format: markdown
---
**Templates** in WorkBook are a great way of maintaining consistency across similar or regular occurring projects and save time by providing you with a starting point to build on. For example, if you deliver regular types of work for clients, e.g. website builds, you can create a schedule from a template to use over and over again. **Schedule templates** are used to import a set of phases, tasks and durations, booked resources and hours.

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## CREATE SCHEDULE FROM TEMPLATE

- In the **jobs list** > select the **job**
- Click on the **tasks** icon

![image](media://919dd064-b6ba-417f-a516-6cc93ad37214)

- In either the **settings** or **tasks** tab > click the **copy schedule data** button
- Select **insert a schedule from a template**

![image](media://5d520213-468e-47ca-af89-34f86051bff0)

- In the **insert schedule from a template **pop-up complete the following:

1. Select the desired **template**
2. Select and enter a **new start date**
3. Check/uncheck the applicable **resource booking options** you want to carry into your new schedule.

![image](media://1aa13909-57b2-4232-8c07-6d04c83285f9)

- If there are tasks on the template that are not required for this schedule, then you can uncheck them
- Click **OK**

![image](media://ac050010-93ec-4f33-bce9-acd8cc6dde8c)

- Once the schedule has been imported, go to the **phases** tab > and delete the **default phase** WorkBook automatically created

![image](media://eec04744-a3f6-461c-a083-42be969db970)

- Go to the **tasks** tab > select the **filter** > and check the **show schedule total price** box
- As you add resources and allocate hours to tasks, you will be able to see the total sales value of the schedule

![image](media://7f7d07a9-9777-4274-95ac-3aee60f0bdb0)

> ℹ️ Continue on to [Allocate Resources](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/249823305/Step+by+Step+%3E+Allocate+Resources)


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