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5.1 Defining task templates

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You must create a task template on your server before you can start creating tasks. Task templates contain settings for form names, “task details” for prefilled data, limits to how many times a form can be filled out, task states, due dates and task availability. It may typically be called Inspection or Service or the name of a site or a vessel.

In the Task Template editor available in the Dashboard, Admins and Task Admins can design their own templates. This editor is described in the next chapter; Managing: 6.0 Managing task templates.

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