Description
The "Task Templates" page includes four types: General, Visitor, Construction, and Garrison. Task templates combine multiple form templates and are presented as tasks in the Tenant view.
Each type of task template table includes the following columns:
- Create Type: This column indicates whether the task template was created by the user or is a system default template. If it is a system default template, users can only modify the name and flow of the form template.
- Name: This column displays the name of the task template.
- Create Time: This column displays the date and time when the task template was created.
This page provides a central place to review and maintain task template flows.
Import from default templates
Users can import task templates from the system default library by type.
Import: Copy the selected default task template into the current building, then adjust the flow if needed.
Edit
Users can modify task template details and flow by clicking on the "More" menu in the last column of the table and selecting the desired options.
Info
Flow
Within the "Flow" dialog box, users can add stages and select form templates. Users can also decide whether each stage is optional.
Copy
Users can also copy an existing task template in the current building to create a new one faster.
Copy: Duplicate the selected task template, then update the template name, info, or flow as needed.