Creating Task Templates

Task types, component categories, components, and may need to be added before completing this step. See ‘Adding Work Order Types’, ‘Creating Components’ for more details.

• In the header nav bar, navigate to ‘Organization’.
  

  

• In the side nav bar, navigate to ‘Unit Tasks’.
  

  

  
  What is a unit task?

• Click the ‘Create Unit-Task’ button to create a task to use in templating.
  

  

• Fill out the information in the following modal, then hit ‘Create’, or check ‘Create Another Task’ to continue creating the desired amount of unit tasks.
  

  

  
  What is a component category? What is a task type?

• In the side nav bar, navigate to ‘Templates’.
  

  

• From here, select the ‘+’ icon or ‘Create New Template’ to create a template for the desired component category.
  

  

• After creation, navigate to the newly-named template and click the ‘Add Task’ button.
  

  

• Use the following modal to add desired tasks to the template.
  

  

• Repeat as necessary for each task template.