Task Templates

Templates save time by pre-filling task details and checklists that you use repeatedly.

Create a template

1. Go to Tasks → Templates
2. Click New Template
3. Add:
   • Template name (e.g. “Daily Office Clean”)
   • Default task type and priority
   • Checklist items (drag to reorder)
4. Save

Using a template

When creating a task, select a template from the Template dropdown. All checklist items are loaded automatically.

Checklist items

Each item in a checklist can be:

• A simple checkbox (done / not done)
• A photo requirement (worker must upload a photo)
• A numeric reading (e.g. supply level)

Managing templates

Templates can be edited, duplicated, or archived from the Templates list. Archiving a template does not affect tasks already using it.