How do I create and change a task template?

A task template groups defaults for recurring work. A task form defines information entered during the work. You can attach a form to a template.

1. Open Task templates and create a template.
2. Enter a Task template name, Task name and an instructive Task description.
3. Select a Task form and any work order and categories.
4. Enter estimated worktime and cost if used for planning.
5. Check requirements such as The task must be reviewed before completion, Enforce logging of work hours and Require input of machine hours.
6. Add required signatures and other work settings. Save with Create new task template.

Select the template when creating a task. Still check its Spot, responsible party and due date before saving.

When changing a template already in use, read the update confirmation carefully. Changes may apply to related tasks. Changing the task form in particular may delete existing task form data.

If new work has a substantially different structure, create a separate template. You can then use it for intended tasks without accidentally changing the shared template.