Create a Task Template

Open Task Templates

1. Go to Facility > Task Manager.
2. Review the existing template list or use the filters if you need to confirm a template does not already exist.

Create the template

Task templates are created from the modal on the Task Templates page.

1. Click Create Task Template.
2. Choose the facility and, when needed, the company the template applies to.
3. Enter the template name, type, and description so the team understands when to use it.
4. Click Save Task to add the reusable template.

Maintain active templates

1. Use the Existing Templates list to confirm the new template is active.
2. Archive old templates instead of deleting them when the process changes.