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Create a task template

Build a reusable task checklist in the Task Templates screen so technicians follow the same steps on every job of a given type.

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Before you start

  • You need an Admin or Manager role.
  • Navigate to Task Templates in the left-hand navigation (under Management).

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Steps

  1. Open Task Templates from the navigation menu.
  2. Select Add Template in the top-right area of the screen.
  3. Give the template a name. This name identifies the template in the library and is visible when attaching templates to jobs.
  4. Once the template is created, it opens in the editor with an empty task list. The editor shows: “No tasks yet — add your first task to build the checklist for this template.”
  5. Select Append New Task Segment to add the first task to the checklist.
  6. Enter the task name and any required details for that step. Repeat for each task you want in the checklist. Tasks are ordered as you add them.
  7. When the checklist is complete, confirm the template status is set to Active so it can be attached to jobs. If the template is not ready for use, leave it inactive.
  8. To create a variation of an existing template, select Duplicate on any existing template in the library and then edit the copy.

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Result / verify

The new template appears in the Template Library on the left panel of the Task Templates screen, labeled with the name you gave it and showing a task count (for example, “3 TASKS”). The template status shows Active if you confirmed it in step 7.

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Troubleshooting

  • If Add Template is not visible, you may not have the required role. Ask your Admin to check your permissions in Settings → Roles.
  • If the template saves with zero tasks, the task count shows “0 TASKS.” Select the template to open the editor and add tasks using Append New Task Segment.