Task templates contain a list of task forms, “task details” for prefilled meta data, limits to how many times a form can be filled out, task states and possibly facilities for setting due dates and availability in the Next app. A template may typically concern an Inspection or Service or a work site or a vessel.
In the powerful Task Template editor available in the Dashboard, Admins and Task Admins can design their own templates. This editor is described in this chapter.
What is the difference between a task and a task template?
Task templates contain settings for form names, “task details” for prefilled data, limits and task states. A template is an “umbrella structure” for tasks and may typically be called “Annual Inspection” or “Service” or the name of a site or a vessel. Usually a task template is a long-term work structure, a task is a smaller job in this structure with a relatively short time-span. A company may typically have 3-10 task templates but each of these templates may have hundreds of tasks created in them, giving a specified job to a certain number of workers. For instance a task in the template “Annual Inspection” may concern an annual inspection of a specific equipment on a work site within a specified week.
Read more about the daily management of tasks in the previous chapter Managing: 5 Managing tasks.
Pages in this chapter:
6.1 Creating and naming a new task template
6.2 Adding Task States for a task template
6.3 Adding Meta Data to a task template
6.4 Adding Task Title and Description to a task template
6.5 Adding Forms to a task template
6.6 Defining Settings for a task template
6.7 Editing a task template
6.8 Copying or deleting a task template
6.9 Using the Task Template Code Editor