Table of Contents

Purpose List Templates Setup View List Template Selected View Options Section Module Specific Features

Purpose

The List Templates feature allows users to create one or more templates to prefill line items in the Tasks, Jobs/Quotes, Bids, Tickets, Files, Bills, Contract Items, or POs modules quickly and automatically. This feature helps ensure all items are added consistently and saves time by efficiently populating lists.

Task Templates

Prefill task lists for Jobs/Contracts

Quote/Job Items

Standard line item templates

Bid Estimates

Reusable estimate templates

Folder Templates

Standard file folder structures

Bill/PO Items

Procurement line templates

Auto-Assignment

Default user assignments

Access Path: Gear Icon > Company > List Templates

List Templates Setup View

Template List

Element	Description
Search	Search field above the Templates list to filter by name.
Template List	Displays a list of current templates.
"+" Icon	Adds a new template.
"🗑️" Icon	Delete the selected template.

List Template Selected View

Options Section

Field	Description
List Name	Customizable name for the template.
Description/Scope/Instructions	Multi-line free text used to auto-populate a default description.

Assigned Panel

A separate panel to the right of Options. Lists specific Users to pre-assign; use the + icon to add a User and the trash icon to remove one. Appears for every module except Files and Tasks — Tasks instead has its own per-line Assigned column in the Items table below (see Module-Specific Features).

Module Selection

A single-select field — each template is available in exactly one module at a time, not multiple simultaneously:

Module	Availability
Tasks	Available on the Tasks tab of applicable records.
Jobs/Quotes	Available in Job or Quote records on the Items tab.
Bids	Available in Bid records.
Tickets	Available in Ticket records.
Files	Creates a folder template (each line item becomes a folder).
Bills	Available in the Bills module on the Items tab.
Contract Items	Available on a Contract's Items tab.
POs	Available in Purchase Orders on the Items tab.

Module Specific Features

The Items table's columns change based on which Module is selected for the template.

Tasks

Column	Description
Item Description	Used to automatically populate the Task's description.
Assigned	Per-line column to pre-assign a User to that specific Task item. (Tasks is the only module where Assigned is a per-line Items-table column rather than the side Assigned panel.)

Jobs/Quotes, POs, and Bids

These three modules share the same Items table column set.

Column	Description
Item Description	The line item description.
Catalog	Links the line item to a Catalog item (shown as ID \| Brand \| Model \| SKU).
Price	The line item price.
Cost Code	The Cost Code to assign to the line item.

Tickets

Column	Description
Item Description	The line item description.
Catalog	Links the line item to a Catalog item.

Files

Column	Description
Item Description	Used to name the folder created by this template item. No other columns are available for this module.

Contract Items

Column	Description
Item Description	The line item description. No other columns are available for this module.

Bills

Column	Description
Item Description	The Bill line item's default description.
Cost Code / Class	Stacked sub-fields for the line item's Cost Code and Class.
Catalog / G/L	Stacked sub-fields — links the line item to a Catalog item and/or a G/L (ledger) account.
Price	The Bill line item's price.

Workflows

Create a Template

Navigate to Company Preferences > List Templates.
Click the "+" icon in the Templates section.
Enter a List Name in the Options section.
Select the module where the template will be available.
Add line items using the "+" icon in the Item Description section.
(Optional) Reorder items by changing the order numbers.

Delete a Template

In the List Templates setup module, locate the desired template.
Click the "🗑️" icon next to the template name.

Add List Templates to Records

Navigate to the desired module (Tasks, Jobs/Quotes, Bids, Tickets, Files, Bills, Contract Items, or POs).
Select a record and go to the appropriate tab (Tasks or Items).
Click the "⚙️" icon and choose Load Template.
Select the desired template from the list.

Note: For Jobs/Quotes and Estimates, only the item name will load. No pricing or quantity information is included when using List Templates.

Frequently Asked Questions

Common questions about creating and using list templates in TRUE.

Creating & Managing Templates

How do I create a new list template?

Navigate to Gear Icon > Company > List Templates.
Click the "+" icon in the Templates section.
Enter a descriptive List Name in the Options section.
Select the module where this template should be available.
Click the "+" icon in the Item Description section to add line items.
Configure each line item with description, product, pricing, or other fields as needed.

Can I edit an existing list template?

Yes, you can edit any existing list template:

Navigate to Gear Icon > Company > List Templates.
Select the template you want to modify from the Template List.
Update the template name, module availability, or line items as needed.
Changes are saved automatically.

Note: Changes to templates do not affect records that have already loaded the template.

How do I delete a list template?

Navigate to Gear Icon > Company > List Templates.
Click the trash icon next to the template you want to remove.

Using Templates

How do I load a template into a record?

Open the record where you want to add template items (Jobs/Quotes, Bids, Tickets, Bills, Contract Items, or POs).
Navigate to the appropriate tab (Tasks or Items).
Click the gear icon on the tab.
Select Load Template from the menu.
Choose the desired template from the available list.

Why doesn't pricing load with my Job/Quote template?

For Jobs/Quotes and Estimates, list templates only load the item description. Pricing, quantities, and other financial details are not included when loading templates. This is by design to ensure pricing accuracy and prevent outdated costs from being applied automatically. After loading the template, you'll need to manually enter or update pricing for each line item.

Can I load multiple templates into the same record?

Yes, you can load multiple templates into the same record. Each time you load a template, the items are added to the existing list rather than replacing them. This allows you to combine different templates for comprehensive task lists or line item collections.

Module-Specific Questions

How do folder templates work for Files?

Folder templates create a standardized folder structure in the Files tab of records. When you select the Files checkbox for a template:

Each line item becomes a folder name.
Loading the template creates all folders automatically.
This ensures consistent document organization across all your Jobs, Contracts, or other records.

Can I assign users to task templates?

Yes, for Task templates you can pre-assign users to each task item. Use the Assigned field when configuring template line items to specify which user should be automatically assigned when the template loads. This is helpful for establishing standard workflows where specific team members always handle certain tasks.

Why don't I see my template in a specific module?

A template is only available in the single module it's set to. Check the following:

Navigate to Gear Icon > Company > List Templates.
Select the template from the list.
Verify the Module field shows the module you expect the template to appear in.
If it shows a different module, update it and save your changes.